EWM

Empirical Wealth Management Portfolio holdings

AUM $5.58B
1-Year Est. Return 20.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.88B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$16.6M
3
+$16.1M
4
PM icon
Philip Morris
PM
+$15.7M
5
FISV
Fiserv Inc
FISV
+$15.5M

Top Sells

1
+$14.3M
2
+$11.5M
3
+$11.2M
4
DOX icon
Amdocs
DOX
+$11M
5
RS icon
Reliance Steel & Aluminium
RS
+$10.2M

Sector Composition

1 Technology 13.19%
2 Financials 4.14%
3 Communication Services 2.97%
4 Consumer Discretionary 2.74%
5 Consumer Staples 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.18M 0.03%
15,986
+3,116
277
$1.17M 0.03%
28,718
278
$1.16M 0.03%
+57,795
279
$1.16M 0.03%
10,361
+5,363
280
$1.14M 0.03%
47,953
-1,200
281
$1.13M 0.03%
13,362
-6,821
282
$1.12M 0.03%
18,688
+5,004
283
$1.11M 0.03%
2,178
-9,354
284
$1.1M 0.03%
24,274
285
$1.07M 0.03%
14,029
+1,907
286
$1.07M 0.03%
+10,788
287
$1.06M 0.03%
55,500
+5,500
288
$1.06M 0.03%
10,676
+5,451
289
$1.06M 0.03%
38,375
+4,138
290
$1.05M 0.03%
11,593
-466
291
$1.05M 0.03%
3,440
+1,808
292
$1.05M 0.03%
13,019
+2,499
293
$1.02M 0.03%
18,385
-775
294
$1.02M 0.03%
10,413
-2,222
295
$1.02M 0.03%
+26,171
296
$1.01M 0.03%
2,038
+795
297
$1.01M 0.03%
26,458
-12,221
298
$1.01M 0.03%
7,253
-975
299
$1.01M 0.03%
37,639
+11,394
300
$979K 0.03%
2,710
+146
10 11
12
13 14