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
176
$2.66M 0.07%
48,254
+11,119
177
$2.64M 0.07%
51,727
-309
178
$2.64M 0.07%
12,456
+2,774
179
$2.61M 0.07%
4,300
+225
180
$2.61M 0.07%
121,082
+27,563
181
$2.58M 0.07%
25,085
+4,010
182
$2.53M 0.07%
14,837
-2,077
183
$2.46M 0.06%
+85,800
184
$2.45M 0.06%
110,605
-10,198
185
$2.45M 0.06%
16,238
-588
186
$2.44M 0.06%
17,736
+1,754
187
$2.44M 0.06%
15,891
+6,294
188
$2.44M 0.06%
+28,518
189
$2.43M 0.06%
+73,282
190
$2.41M 0.06%
26,200
+22,044
191
$2.41M 0.06%
101,889
+4,360
192
$2.4M 0.06%
12,352
+2,042
193
$2.36M 0.06%
8,894
+1,491
194
$2.35M 0.06%
9,712
+7,732
195
$2.34M 0.06%
8,738
+2,672
196
$2.3M 0.06%
13,512
+2,390
197
$2.25M 0.06%
9,640
-995
198
$2.25M 0.06%
9,507
+5,360
199
$2.2M 0.06%
21,781
+10,070
200
$2.19M 0.06%
250,946
-21,527
6 7
8
9 10