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
301
$972K 0.03%
4,199
+407
302
$963K 0.02%
5,119
-181
303
$962K 0.02%
22,793
+12,026
304
$960K 0.02%
5,102
+836
305
$942K 0.02%
5,724
+4,064
306
$940K 0.02%
2,666
-261
307
$928K 0.02%
40,241
+408
308
$922K 0.02%
7,253
+31
309
$895K 0.02%
+6,444
310
$891K 0.02%
1,837
+1,146
311
$887K 0.02%
+1,504
312
$878K 0.02%
32,043
+2,606
313
$870K 0.02%
27,300
-500
314
$859K 0.02%
11,281
+1,020
315
$858K 0.02%
6,322
+711
316
$850K 0.02%
3,433
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317
$838K 0.02%
22,715
-49,224
318
$819K 0.02%
8,416
-1,084
319
$806K 0.02%
3,118
-985
320
$804K 0.02%
+15,975
321
$804K 0.02%
6,804
+1,049
322
$800K 0.02%
34,114
-11,062
323
$799K 0.02%
+16,065
324
$798K 0.02%
35,160
-14,318
325
$793K 0.02%
9,324
11 12
13
14 15