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
126
$5.3M 0.14%
+23,680
127
$5.22M 0.13%
11,696
+9,714
128
$5.17M 0.13%
122,891
-1,382
129
$4.87M 0.13%
27,008
+25,683
130
$4.72M 0.12%
113,199
+25,669
131
$4.56M 0.12%
74,846
+54,810
132
$4.4M 0.11%
45,141
+1,738
133
$4.37M 0.11%
33,018
+15,567
134
$4.31M 0.11%
134,998
-4,402
135
$4.28M 0.11%
72,534
+78
136
$4.25M 0.11%
12,875
+2,383
137
$4.24M 0.11%
20,692
-338
138
$4.2M 0.11%
66,313
-139,333
139
$4.16M 0.11%
42,438
+1,758
140
$4.15M 0.11%
15,407
+7,391
141
$4.1M 0.11%
36,855
-58,306
142
$4.1M 0.11%
+93,212
143
$4.04M 0.1%
37,069
+1,614
144
$3.97M 0.1%
12,723
+3,536
145
$3.95M 0.1%
29,763
+10,476
146
$3.88M 0.1%
125,976
+7,166
147
$3.87M 0.1%
+2,089
148
$3.83M 0.1%
165,523
+6,507
149
$3.79M 0.1%
57,498
-2,934
150
$3.69M 0.09%
60,967
-2,367
4 5
6
7 8