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
376
$594K 0.02%
1,606
-3,461
377
$593K 0.02%
1,802
-22,018
378
$587K 0.02%
5,263
-348
379
$580K 0.01%
+28,351
380
$580K 0.01%
5,748
-15
381
$578K 0.01%
19,484
+540
382
$574K 0.01%
307
+54
383
$573K 0.01%
8,448
+455
384
$563K 0.01%
1,340
385
$562K 0.01%
+18,850
386
$557K 0.01%
11,312
-100
387
$557K 0.01%
14,194
+3,646
388
$546K 0.01%
7,655
+5,153
389
$540K 0.01%
20,619
+9,022
390
$532K 0.01%
+4,818
391
$531K 0.01%
1,842
+472
392
$530K 0.01%
3,078
393
$520K 0.01%
4,113
+881
394
$518K 0.01%
5,065
+550
395
$515K 0.01%
4,220
+80
396
$514K 0.01%
3,779
397
$514K 0.01%
2,257
-450
398
$506K 0.01%
13,208
+3,521
399
$502K 0.01%
18,115
-11,928
400
$500K 0.01%
4,051
+386
14 15
16
17 18