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
326
$790K 0.02%
3,116
+149
327
$782K 0.02%
6,717
-15
328
$777K 0.02%
3,132
-281
329
$776K 0.02%
4,070
+282
330
$775K 0.02%
21,290
+9,029
331
$773K 0.02%
6,426
-82
332
$772K 0.02%
1,776
-169
333
$766K 0.02%
6,900
-52
334
$752K 0.02%
+24,822
335
$751K 0.02%
89,598
+43,358
336
$751K 0.02%
23,522
-490
337
$739K 0.02%
6,678
+1,815
338
$733K 0.02%
31,593
+666
339
$731K 0.02%
31,717
+388
340
$730K 0.02%
+23,093
341
$721K 0.02%
17,849
-858
342
$715K 0.02%
33,020
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343
$714K 0.02%
1,919
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344
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31,840
+541
345
$710K 0.02%
27,872
+1,268
346
$710K 0.02%
4,835
+2,653
347
$703K 0.02%
33,365
+459
348
$703K 0.02%
6,566
-1,337
349
$699K 0.02%
27,589
-19,169
350
$699K 0.02%
7,171
-17
12 13
14
15 16