EWM
Empirical Wealth Management Portfolio holdings
AUM
$4.42B
1-Year Est. Return
15.08%
1 Year Est. Return
+15.08%
AUM
$3.88B
AUM Growth
+$200M
(+5.4%)
Holding
719
Top Buys
| 1 | +$21.7M | |
| 2 | +$16.6M | |
| 3 | +$16.1M | |
| 4 |
Philip Morris
PM
|
+$15.7M |
| 5 |
Fiserv
FI
|
+$15.5M |
Top Sells
| 1 | +$14.3M | |
| 2 | +$11.5M | |
| 3 | +$11.2M | |
| 4 |
Amdocs
DOX
|
+$11M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
701
SFL Corp
SFL
$932M
| – | – |
-25,189
|
|
||
702
Sprouts Farmers Market
SFM
$11.2B
| – | – |
-8,819
|
|
||
703
SIGA Technologies
SIGA
$586M
| – | – |
-19,902
|
|
||
704
Champion Homes
SKY
$3.85B
| – | – |
-2,382
|
|
||
705
SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.61B
| – | – |
-2,619
|
|
||
706
Sumitomo Mitsui Financial
SMFG
$101B
| – | – |
-10,417
|
|
||
707
SPDR Blackstone Senior Loan ETF
SRLN
$6.86B
| – | – |
-4,897
|
|
||
708
Sterling Infrastructure
STRL
$11.1B
| – | – |
-4,187
|
|
||
709
Skyworks Solutions
SWKS
$10.8B
| – | – |
-64,788
|
|
||
710
Teladoc Health
TDOC
$1.58B
| – | – |
-14,102
|
|
||
711
TotalEnergies
TTE
$131B
| – | – |
-3,719
|
|
||
712
United Rentals
URI
$64.4B
| – | – |
-541
|
|
||
713
Vertiv
VRT
$68.9B
| – | – |
-2,654
|
|
||
714
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.7B
| – | – |
-7,967
|
|
||
715
Valvoline
VVV
$4.52B
| – | – |
-6,388
|
|
||
716
Utilities Select Sector SPDR Fund
XLU
$22.8B
| – | – |
-6,904
|
|
||
717
Loar Holdings
LOAR
$7.57B
| – | – |
-68,372
|
|
||
|
JBTM
718
JBT Marel
JBTM
$7.32B
| – | – |
-2,611
|
|
||
|
CFB
719
DELISTED
CrossFirst Bankshares, Inc. Common Stock
CFB
| – | – |
-26,064
|
|