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
151
$3.68M 0.09%
6,786
+4,064
152
$3.63M 0.09%
11,657
-1,657
153
$3.61M 0.09%
17,413
+13,961
154
$3.58M 0.09%
50,053
+10,967
155
$3.57M 0.09%
46,111
+1,221
156
$3.5M 0.09%
51,774
+1,068
157
$3.41M 0.09%
22,732
-879
158
$3.39M 0.09%
157,459
-6,476
159
$3.25M 0.08%
166,880
+5,586
160
$3.24M 0.08%
165,204
+5,899
161
$3.23M 0.08%
156,244
+5,069
162
$3.2M 0.08%
157,340
+4,808
163
$3.19M 0.08%
+4
164
$3.19M 0.08%
172,029
+7,534
165
$3.18M 0.08%
21,919
-45,422
166
$3.17M 0.08%
+45,900
167
$3.08M 0.08%
34,305
-2,908
168
$3.07M 0.08%
184,930
+2,988
169
$2.96M 0.08%
5,402
+470
170
$2.88M 0.07%
14,400
+10,177
171
$2.86M 0.07%
175,430
+17,770
172
$2.76M 0.07%
22,609
+18,488
173
$2.75M 0.07%
10,919
+555
174
$2.75M 0.07%
35,103
+4,827
175
$2.67M 0.07%
5,360
+1,132
5 6
7
8 9