EMPI

Elo Mutual Pension Insurance Portfolio holdings

AUM $6.09B
1-Year Est. Return 25.94%
This Quarter Est. Return
1 Year Est. Return
+25.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.09B
AUM Growth
+$1.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
740
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$114M
3
+$37.3M
4
AAPL icon
Apple
AAPL
+$36.3M
5
NVDA icon
NVIDIA
NVDA
+$22.5M

Top Sells

1
+$10M
2
+$8.2M
3
+$7.2M
4
CAT icon
Caterpillar
CAT
+$6.99M
5
KKR icon
KKR & Co
KKR
+$6.95M

Sector Composition

1 Technology 34.36%
2 Financials 12.39%
3 Healthcare 10.55%
4 Communication Services 10.2%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
26
Berkshire Hathaway Class B
BRK.B
$1.09T
$37.7M 0.62%
75,008
+2,115
AMD icon
27
Advanced Micro Devices
AMD
$338B
$35.8M 0.59%
221,485
+22,292
ORCL icon
28
Oracle
ORCL
$531B
$35.1M 0.58%
124,685
+14,184
PG icon
29
Procter & Gamble
PG
$339B
$32.9M 0.54%
213,858
+6,127
KO icon
30
Coca-Cola
KO
$305B
$32.5M 0.53%
489,446
+12,777
CVX icon
31
Chevron
CVX
$300B
$29.7M 0.49%
191,251
+54,382
BAC icon
32
Bank of America
BAC
$404B
$29.4M 0.48%
569,473
-5,357
CSCO icon
33
Cisco
CSCO
$309B
$29.1M 0.48%
424,784
+48,875
IBM icon
34
IBM
IBM
$289B
$28.2M 0.46%
99,875
+3,501
GS icon
35
Goldman Sachs
GS
$266B
$26.6M 0.44%
33,411
-15
INTU icon
36
Intuit
INTU
$187B
$25.7M 0.42%
37,584
+72
UBER icon
37
Uber
UBER
$170B
$24.6M 0.4%
251,015
+3,645
MRK icon
38
Merck
MRK
$249B
$24.2M 0.4%
288,211
+35,876
ABT icon
39
Abbott
ABT
$218B
$23M 0.38%
171,649
+4,565
ADBE icon
40
Adobe
ADBE
$147B
$22.9M 0.38%
64,841
+12,168
CRM icon
41
Salesforce
CRM
$246B
$22.8M 0.37%
96,189
-369
QCOM icon
42
Qualcomm
QCOM
$192B
$22.1M 0.36%
132,926
+19,380
NOW icon
43
ServiceNow
NOW
$159B
$21.7M 0.36%
23,598
-199
AXP icon
44
American Express
AXP
$264B
$21.6M 0.35%
64,927
+8,267
MCD icon
45
McDonald's
MCD
$226B
$21.5M 0.35%
70,862
+2,017
ISRG icon
46
Intuitive Surgical
ISRG
$192B
$20.1M 0.33%
44,942
+653
ACN icon
47
Accenture
ACN
$170B
$19.9M 0.33%
80,604
+2,825
AMAT icon
48
Applied Materials
AMAT
$206B
$19.8M 0.33%
96,712
+17,288
PEP icon
49
PepsiCo
PEP
$206B
$19.4M 0.32%
138,359
+19,250
TMO icon
50
Thermo Fisher Scientific
TMO
$215B
$18.9M 0.31%
38,953
+566
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