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
76
$10.5M 0.27%
185,024
+462
77
$10.4M 0.27%
298,342
+1,303
78
$10.4M 0.27%
18,534
+3,402
79
$10.4M 0.27%
29,692
+4,824
80
$10.4M 0.27%
67,235
+64,241
81
$10.3M 0.26%
98,426
+5,607
82
$10.2M 0.26%
32,576
+30,854
83
$10.1M 0.26%
430,514
+27,647
84
$9.89M 0.25%
257,404
+3,592
85
$9.53M 0.25%
73,891
-3,994
86
$9.52M 0.25%
+201,299
87
$9.37M 0.24%
331,469
+130,595
88
$9.33M 0.24%
119,211
+14,379
89
$9.26M 0.24%
57,664
+6,109
90
$8.87M 0.23%
63,462
-37,532
91
$8.78M 0.23%
256,703
+3,417
92
$8.74M 0.22%
93,690
+2,720
93
$8.58M 0.22%
223,742
+844
94
$8.48M 0.22%
77,335
+73,107
95
$8.18M 0.21%
39,026
-46,069
96
$8.16M 0.21%
225,756
-5,386
97
$7.96M 0.2%
47,559
-4,230
98
$7.85M 0.2%
25,607
+19,477
99
$7.58M 0.2%
8,011
-8,289
100
$7.47M 0.19%
77,664
-119,447
2 3
4
5 6