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
501
$315K 0.01%
2,120
502
$315K 0.01%
2,130
+620
503
$312K 0.01%
+24,497
504
$311K 0.01%
+6,618
505
$310K 0.01%
468
+66
506
$310K 0.01%
+7,229
507
$309K 0.01%
8,165
-1,782
508
$308K 0.01%
+3,812
509
$307K 0.01%
1,665
+388
510
$306K 0.01%
+3,025
511
$305K 0.01%
5,226
+422
512
$304K 0.01%
+2,416
513
$301K 0.01%
+6,658
514
$300K 0.01%
2,870
-516
515
$298K 0.01%
+4,966
516
$297K 0.01%
3,787
-114
517
$296K 0.01%
4,421
+1,144
518
$295K 0.01%
4,327
-32
519
$294K 0.01%
2,352
-25,021
520
$293K 0.01%
150
-9
521
$288K 0.01%
2,380
-1,369
522
$288K 0.01%
2,885
-1,293
523
$287K 0.01%
1,352
+123
524
$286K 0.01%
7,545
-3,330
525
$284K 0.01%
1,222
-21
19 20
21
22 23