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
451
$388K 0.01%
+3,975
452
$388K 0.01%
1,314
+128
453
$387K 0.01%
5,000
454
$387K 0.01%
20,188
+3,850
455
$387K 0.01%
4,305
-7,309
456
$385K 0.01%
+20,000
457
$380K 0.01%
1,710
+699
458
$378K 0.01%
6,300
+1,207
459
$378K 0.01%
8,526
-250
460
$376K 0.01%
+8,181
461
$372K 0.01%
2,180
-76
462
$371K 0.01%
5,052
-587
463
$366K 0.01%
3,949
-344
464
$365K 0.01%
+2,116
465
$362K 0.01%
4,332
+834
466
$362K 0.01%
1,200
-782
467
$359K 0.01%
6,196
+1,466
468
$358K 0.01%
740
-295
469
$356K 0.01%
4,431
-11
470
$356K 0.01%
3,119
471
$355K 0.01%
5,640
+158
472
$355K 0.01%
65,414
+40,243
473
$353K 0.01%
2,632
-87
474
$353K 0.01%
1,366
-4,751
475
$348K 0.01%
2,356
+9
17 18
19
20 21