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
601
$205K 0.01%
+13,811
602
$205K 0.01%
+6,158
603
$203K 0.01%
+5,612
604
$202K 0.01%
854
605
$202K 0.01%
+3,572
606
$202K 0.01%
3,078
-613
607
$202K 0.01%
1,412
+178
608
$201K 0.01%
+1,303
609
$201K 0.01%
+1,542
610
$201K 0.01%
+3,800
611
$201K 0.01%
+5,141
612
$201K 0.01%
20,033
+1,598
613
$200K 0.01%
+3,916
614
$195K 0.01%
+11,032
615
$172K ﹤0.01%
15,871
+3,208
616
$169K ﹤0.01%
16,500
-2,835
617
$168K ﹤0.01%
25,543
+3,518
618
$164K ﹤0.01%
+10,026
619
$162K ﹤0.01%
+14,423
620
$159K ﹤0.01%
+10,963
621
$150K ﹤0.01%
+10,487
622
$148K ﹤0.01%
13,000
623
$148K ﹤0.01%
10,837
624
$146K ﹤0.01%
+12,174
625
$144K ﹤0.01%
12,877
+167
23 24
25
26 27