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
351
$688K 0.02%
+10,255
352
$680K 0.02%
3,905
353
$671K 0.02%
6,787
+388
354
$665K 0.02%
6,090
+813
355
$663K 0.02%
9,850
356
$649K 0.02%
19,006
-183
357
$641K 0.02%
3,283
+546
358
$641K 0.02%
6,985
359
$640K 0.02%
942
-69
360
$639K 0.02%
7,037
-38,046
361
$633K 0.02%
114,937
362
$629K 0.02%
6,252
+200
363
$627K 0.02%
635
+271
364
$624K 0.02%
+14,925
365
$622K 0.02%
11,287
-567
366
$619K 0.02%
9,967
+2,632
367
$618K 0.02%
33,221
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368
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1,165
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369
$610K 0.02%
12,048
+1,791
370
$609K 0.02%
12,580
-31,200
371
$603K 0.02%
3,432
+1,184
372
$600K 0.02%
12,819
+4,859
373
$599K 0.02%
6,275
-45
374
$596K 0.02%
3,893
+1,564
375
$595K 0.02%
5,328
+309
13 14
15
16 17