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
201
$2.18M 0.06%
4,285
+1,015
202
$2.17M 0.06%
18,675
+492
203
$2.15M 0.06%
75,412
+54,018
204
$2.08M 0.05%
20,150
+5,622
205
$2.08M 0.05%
28,561
-50,262
206
$2.07M 0.05%
28,811
+6,053
207
$2.05M 0.05%
10,255
+1,549
208
$2.02M 0.05%
80,799
-848
209
$1.99M 0.05%
26,279
+6,949
210
$1.97M 0.05%
78,879
-6,931
211
$1.96M 0.05%
63,191
-2,307
212
$1.95M 0.05%
18,595
+5,628
213
$1.95M 0.05%
4,149
-3,161
214
$1.94M 0.05%
69,359
-99
215
$1.93M 0.05%
11,655
+1,730
216
$1.91M 0.05%
33,986
+8,510
217
$1.88M 0.05%
121,989
+15,327
218
$1.86M 0.05%
15,970
-1,593
219
$1.85M 0.05%
31,645
+11,601
220
$1.85M 0.05%
29,692
-1,946
221
$1.83M 0.05%
3,938
+2,436
222
$1.82M 0.05%
19,393
+7,212
223
$1.81M 0.05%
+37,478
224
$1.79M 0.05%
24,733
-649
225
$1.77M 0.05%
+24,990
7 8
9
10 11