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
526
$283K 0.01%
+3,845
527
$283K 0.01%
9,888
-3,666
528
$282K 0.01%
+3,634
529
$282K 0.01%
2,500
530
$281K 0.01%
10,447
531
$279K 0.01%
+4,042
532
$278K 0.01%
7,684
-5,587
533
$278K 0.01%
3,197
-1,878
534
$277K 0.01%
+2,596
535
$276K 0.01%
5,280
+1,000
536
$275K 0.01%
3,803
-928
537
$274K 0.01%
1,697
-641
538
$272K 0.01%
1,068
+59
539
$271K 0.01%
3,288
+185
540
$269K 0.01%
+6,896
541
$265K 0.01%
10,123
-2,251
542
$264K 0.01%
9,527
543
$260K 0.01%
2,648
-3,242
544
$260K 0.01%
17,000
545
$259K 0.01%
2,265
+484
546
$257K 0.01%
7,050
-716
547
$256K 0.01%
2,301
-1,524
548
$256K 0.01%
3,890
-2,027
549
$255K 0.01%
+4,364
550
$255K 0.01%
+10,436
20 21
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