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
551
$252K 0.01%
+5,525
552
$249K 0.01%
+8,981
553
$247K 0.01%
30,000
554
$245K 0.01%
+2,693
555
$242K 0.01%
+5,708
556
$241K 0.01%
+9,858
557
$241K 0.01%
9,107
-163
558
$241K 0.01%
5,519
-817
559
$240K 0.01%
+9,470
560
$240K 0.01%
2,625
-119,845
561
$240K 0.01%
6,863
562
$239K 0.01%
4,124
-12,167
563
$239K 0.01%
1,319
-326
564
$238K 0.01%
+2,947
565
$237K 0.01%
883
-18
566
$236K 0.01%
+1,314
567
$235K 0.01%
8,085
+17
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$234K 0.01%
7,558
-24
569
$232K 0.01%
13,063
-100
570
$231K 0.01%
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571
$229K 0.01%
+3,385
572
$228K 0.01%
2,841
+263
573
$227K 0.01%
3,950
-380
574
$226K 0.01%
14,539
575
$226K 0.01%
+4,348
21 22
23
24 25