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EWM
Empirical Wealth Management Portfolio holdings
AUM
$6.85B
1-Year Est. Return
30.02%
This Fund
S&P 500
This Quarter
Est. Return
-0.53%
1 Year Est. Return
+30.02%
3 Year Est. Return
+78.84%
5 Year Est. Return
+77.47%
10 Year Est. Return
+164.63%
AUM
$3.89B
AUM Growth
+$202M
(+5.5%)
Cap. Flow
+$260M
Cap. Flow
% of AUM
6.7%
Top 10 Holdings %
Top 10 Hldgs %
35.77%
Holding
724
New
110
Increased
284
Reduced
214
Closed
73
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$25.4M |
| 2 |
Automatic Data Processing
ADP
|
+$16.3M |
| 3 |
FISV
Fiserv Inc
FISV
|
+$15.4M |
| 4 |
Texas Instruments
TXN
|
+$15.3M |
| 5 |
Altria Group
MO
|
+$14.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
McKesson
MCK
|
+$13.1M |
| 2 |
NVR
NVR
|
+$11.8M |
| 3 |
Arch Capital
ACGL
|
+$11M |
| 4 |
Builders FirstSource
BLDR
|
+$10.7M |
| 5 |
Amdocs
DOX
|
+$10.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 13.15% |
| 2 | Financials | 4.13% |
| 3 | Communication Services | 2.96% |
| 4 | Consumer Discretionary | 2.73% |
| 5 | Consumer Staples | 2.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
626
iShares Global Clean Energy ETF
ICLN
$2.41B
| $148K | ﹤0.01% |
13,000
| – | – |
|
|
ETB
627
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$458M
| $148K | ﹤0.01% |
10,837
| – | – |
|
628
Northwest Bancshares
NWBI
$2.32B
| $146K | ﹤0.01% |
+12,174
| New | +$154K |
|
|
WBA
629
DELISTED
Walgreens Boots Alliance
WBA
| $144K | ﹤0.01% |
12,877
+167
| +1% | +$1.81K |
|
630
AngioDynamics
ANGO
$627M
| $139K | ﹤0.01% |
+14,758
| New | +$155K |
|
631
Mitsubishi UFJ Financial
MUFG
$254B
| $137K | ﹤0.01% |
+10,066
| New | +$130K |
|
632
AGNC Investment
AGNC
$12.6B
| $131K | ﹤0.01% |
+13,722
| New | +$137K |
|
633
Algoma Steel
ASTL
$413M
| $118K | ﹤0.01% |
21,773
| – | – |
|
634
CEMIG Preferred Shares
CIG
$6.24B
| $104K | ﹤0.01% |
+58,989
| New | +$110K |
|
635
Mizuho Financial
MFG
$126B
| $99.6K | ﹤0.01% |
18,068
-4,275
| -19% | -$23.5K |
|
636
Cemex
CX
$17.1B
| $96.4K | ﹤0.01% |
+17,190
| New | +$104K |
|
637
JetBlue
JBLU
$2.35B
| $90.1K | ﹤0.01% |
18,689
+400
| +2% | +$2.63K |
|
|
FFWM
638
DELISTED
First Foundation Inc
FFWM
| $90K | ﹤0.01% |
17,347
-2,415
| -12% | -$12.9K |
|
639
Wipro
WIT
$20.3B
| $83.5K | ﹤0.01% |
27,272
+8,392
| +44% | +$28.6K |
|
640
Hecla Mining
HL
$10.3B
| $83.4K | ﹤0.01% |
+15,000
| New | +$83.2K |
|
641
Xeris Biopharma Holdings
XERS
$1.4B
| $74.9K | ﹤0.01% |
13,650
| – | – |
|
642
RUM Group Inc
RUM
$1.71B
| $70.7K | ﹤0.01% |
10,000
| – | – |
|
|
ZH
643
Zhihu
ZH
$284M
| $54.6K | ﹤0.01% |
+12,798
| New | +$55.7K |
|
644
NIO
NIO
$11.9B
| $49.3K | ﹤0.01% |
12,950
-2,000
| -13% | -$8.8K |
|
645
QuantumScape Corp
QS
$3.5B
| $47.2K | ﹤0.01% |
+11,345
| New | +$56.1K |
|
646
LG Display
LPL
$3.07B
| $44K | ﹤0.01% |
+14,153
| New | +$46.1K |
|
|
LAC
647
Lithium Americas
LAC
$1.08B
| $27.1K | ﹤0.01% |
+10,000
| New | +$30.1K |
|
648
Clean Energy Fuels
CLNE
$410M
| $17.1K | ﹤0.01% |
11,000
-9,395
| -46% | -$23.9K |
|
649
CBAK Energy Technology Ltd
CBAT
$44M
| $8.17K | ﹤0.01% |
10,250
| – | – |
|
650
Mobix Labs Warrants
MOBXW
$752K
| $1.35K | ﹤0.01% |
13,000
| – | – |
|
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Empirical Wealth Management's Q1 2025 Portfolio in Review
As of Q1 2025, Empirical Wealth Management held 724 positions worth $3.89B, up 5.5% from $3.69B the previous quarter. Its ten largest holdings account for 36% of the portfolio.
Empirical Wealth Management deployed $260M of net new capital in Q1 2025, opening 110 new positions and adding to 284 existing holdings. Its largest new stake was Berkshire Hathaway Class B: 28,997 shares worth $15.4M.
By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 13% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was McKesson, an estimated $13.1M trimmed.
- Empirical Wealth Management's largest Q1 2025 buy was Berkshire Hathaway Class B: 28,997 shares worth $15.4M.
- Empirical Wealth Management added most to NVIDIA in Q1 2025, an estimated $25.4M increase.
- Empirical Wealth Management's biggest Q1 2025 reduction was McKesson, cutting an estimated $13.1M.
- Empirical Wealth Management fully exited Interpublic Group of Companies in Q1 2025, selling an estimated $6.4M.
- Empirical Wealth Management's ten largest holdings make up 36% of its $3.89B portfolio in Q1 2025.
- Empirical Wealth Management opened 110 new positions and closed 73 in Q1 2025.
- Empirical Wealth Management's portfolio value rose 5.5% quarter-over-quarter to $3.89B.
Based on Empirical Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.