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
101
$7.14M 0.18%
29,205
+4,201
102
$7.13M 0.18%
10,590
-21,211
103
$7.08M 0.18%
58,092
-455
104
$6.85M 0.18%
61,118
-81,049
105
$6.8M 0.17%
225,916
-24,040
106
$6.76M 0.17%
+37,805
107
$6.75M 0.17%
203,001
-25,762
108
$6.68M 0.17%
25,032
+21,702
109
$6.56M 0.17%
12,521
+5,605
110
$6.55M 0.17%
100,389
+93,318
111
$6.52M 0.17%
17,783
-244
112
$6.49M 0.17%
136,266
-19,431
113
$6.19M 0.16%
67,940
-6,392
114
$6.18M 0.16%
853
-1,546
115
$6.16M 0.16%
134,625
+85,639
116
$6.16M 0.16%
1,616
-2,011
117
$6.11M 0.16%
50,124
+45,255
118
$5.98M 0.15%
131,040
-3,316
119
$5.98M 0.15%
+43,655
120
$5.77M 0.15%
112,732
-6,186
121
$5.7M 0.15%
53,980
-1,415
122
$5.65M 0.15%
53,628
+1,157
123
$5.4M 0.14%
31,678
+3,954
124
$5.34M 0.14%
17,100
+3,374
125
$5.31M 0.14%
14,321
+7,697
3 4
5
6 7