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
26
$25.6M 0.66%
293,428
+27,640
27
$25.3M 0.65%
218,687
+1,174
28
$24.2M 0.62%
734,756
-19,719
29
$23.8M 0.61%
290,948
-4,119
30
$23M 0.59%
641,899
+52,359
31
$23M 0.59%
123,224
+7,312
32
$23M 0.59%
146,928
+46,699
33
$19.8M 0.51%
64,833
+54,203
34
$19.7M 0.51%
190,663
-5,407
35
$19.1M 0.49%
965,070
+135,961
36
$18.9M 0.49%
1,075,906
-17,459
37
$18.7M 0.48%
312,270
+267,483
38
$18M 0.46%
653,554
+65,077
39
$17.9M 0.46%
299,415
-8,262
40
$17.4M 0.45%
109,466
+98,825
41
$17.3M 0.44%
78,236
+70,179
42
$17.2M 0.44%
62,570
+8,342
43
$16.8M 0.43%
191,802
+149,231
44
$16.6M 0.43%
92,439
+81,792
45
$16.2M 0.42%
251,698
-4,641
46
$15.8M 0.41%
390,907
-1,311
47
$15.7M 0.4%
712,534
+26,405
48
$15.4M 0.4%
+28,997
49
$15.3M 0.39%
58,915
-5,478
50
$15.1M 0.39%
61,529
+34,686
1
2
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