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
401
$499K 0.01%
3,159
+81
402
$497K 0.01%
11,378
-559
403
$493K 0.01%
925
404
$493K 0.01%
1,773
-11,226
405
$492K 0.01%
1,461
-115
406
$487K 0.01%
8,955
-199
407
$485K 0.01%
5,351
408
$476K 0.01%
866
-38
409
$475K 0.01%
4,931
-573
410
$474K 0.01%
32,815
+3,354
411
$474K 0.01%
5,618
-433
412
$468K 0.01%
3,682
+105
413
$468K 0.01%
4,720
-84
414
$467K 0.01%
10,928
+1
415
$462K 0.01%
5,010
416
$462K 0.01%
6,298
-226
417
$459K 0.01%
+12,568
418
$458K 0.01%
33,779
+5,416
419
$456K 0.01%
11,591
-134
420
$455K 0.01%
+7,498
421
$453K 0.01%
6,528
-925
422
$452K 0.01%
+4,513
423
$450K 0.01%
6,646
+2,293
424
$450K 0.01%
3,087
-230
425
$449K 0.01%
1,558
-1,215
15 16
17
18 19