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
51
$14.6M 0.38%
578,953
-7,903
52
$14.3M 0.37%
352,859
+24,723
53
$14.2M 0.37%
70,717
+777
54
$14.2M 0.36%
70,237
+61,253
55
$13.8M 0.35%
137,953
+20,578
56
$13.7M 0.35%
53,446
-737
57
$13.1M 0.34%
573,292
+4,084
58
$13.1M 0.34%
101,675
+5,291
59
$12.7M 0.33%
114,362
+11,879
60
$12.5M 0.32%
276,800
+22,747
61
$12.3M 0.32%
39,885
+1,179
62
$12.1M 0.31%
73,230
+6,640
63
$11.8M 0.3%
53,160
+107
64
$11.5M 0.3%
414,445
-32,403
65
$11.4M 0.29%
95,887
+21,664
66
$11.1M 0.28%
66,084
+29,826
67
$11M 0.28%
44,352
+33,728
68
$11M 0.28%
70,814
-725
69
$10.8M 0.28%
70,970
+8,313
70
$10.6M 0.27%
12,860
+5,497
71
$10.6M 0.27%
126,592
+119,415
72
$10.6M 0.27%
22,590
-1,052
73
$10.5M 0.27%
27,480
-676
74
$10.5M 0.27%
395,098
-6,510
75
$10.5M 0.27%
20,433
+5,939
1 2
3
4 5