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EWM

Empirical Wealth Management Portfolio holdings

AUM $5.75B
1-Year Est. Return 21.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.75B
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,036
New
Increased
Reduced
Closed

Top Sells

1 +$51.3M
2 +$6.76M
3 +$3.72M
4
GLW icon
Corning
GLW
+$3.58M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$3.46M

Sector Composition

1 Technology 16.07%
2 Financials 3.67%
3 Communication Services 3.2%
4 Consumer Discretionary 3.11%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CRDO icon
551
Credo Technology Group
CRDO
$46.3B
$539K 0.01%
5,744
+757
CUZ icon
552
Cousins Properties
CUZ
$4.77B
$538K 0.01%
+23,857
HLT icon
553
Hilton Worldwide
HLT
$78.8B
$536K 0.01%
1,764
+74
OTIS icon
554
Otis Worldwide
OTIS
$27.1B
$531K 0.01%
6,895
+962
EMR icon
555
Emerson Electric
EMR
$80.1B
$531K 0.01%
4,056
+89
QRVO icon
556
Qorvo
QRVO
$8.68B
$526K 0.01%
6,802
+2,474
MTD icon
557
Mettler-Toledo International
MTD
$22.9B
$523K 0.01%
415
+101
TSN icon
558
Tyson Foods
TSN
$20.2B
$522K 0.01%
8,151
+377
PSLV icon
559
Sprott Physical Silver Trust
PSLV
$13.7B
$521K 0.01%
21,380
+8,100
HIW icon
560
Highwoods Properties
HIW
$3.29B
$520K 0.01%
24,305
+8,281
CCJ icon
561
Cameco
CCJ
$44B
$519K 0.01%
4,781
-1,940
NYF icon
562
iShares New York Muni Bond ETF
NYF
$1.33B
$512K 0.01%
9,631
FR icon
563
First Industrial Realty Trust
FR
$8.43B
$508K 0.01%
8,776
+3,348
NWN icon
564
Northwest Natural Holdings
NWN
$2.1B
$507K 0.01%
9,534
-1,396
TPR icon
565
Tapestry
TPR
$29.8B
$507K 0.01%
3,595
+952
CVE icon
566
Cenovus Energy
CVE
$52.7B
$505K 0.01%
19,053
+250
BIIB icon
567
Biogen
BIIB
$29.5B
$504K 0.01%
2,751
+533
PCRX icon
568
Pacira BioSciences
PCRX
$905M
$503K 0.01%
22,259
+6,944
RNG icon
569
RingCentral
RNG
$3.24B
$503K 0.01%
+13,526
ZBH icon
570
Zimmer Biomet
ZBH
$17.1B
$502K 0.01%
+5,548
RHI icon
571
Robert Half
RHI
$3.32B
$501K 0.01%
19,736
+9,491
PUK icon
572
Prudential
PUK
$33.2B
$500K 0.01%
17,585
+1,825
MKSI icon
573
MKS Inc
MKSI
$24B
$498K 0.01%
+2,165
PRU icon
574
Prudential Financial
PRU
$37.7B
$497K 0.01%
5,087
+542
AXON icon
575
Axon Enterprise
AXON
$35.6B
$496K 0.01%
1,168
+4