EMPI

Elo Mutual Pension Insurance Portfolio holdings

AUM $4.91B
1-Year Est. Return 22.94%
This Quarter Est. Return
1 Year Est. Return
+22.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.91B
AUM Growth
+$451M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$27.8M
2
+$15.4M
3
+$14M
4
KLAC icon
KLA
KLAC
+$11.5M
5
HD icon
Home Depot
HD
+$10M

Top Sells

1
+$32.6M
2
+$15.7M
3
+$15.3M
4
NVDA icon
NVIDIA
NVDA
+$13.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11.7M

Sector Composition

1 Technology 34.62%
2 Financials 12.95%
3 Healthcare 11.16%
4 Communication Services 10.7%
5 Consumer Discretionary 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PANW icon
51
Palo Alto Networks
PANW
$149B
$17.2M 0.35%
83,993
-5,437
AMGN icon
52
Amgen
AMGN
$161B
$17.2M 0.35%
61,481
+282
LIN icon
53
Linde
LIN
$196B
$17M 0.35%
36,323
+1,481
BLK icon
54
Blackrock
BLK
$168B
$16.3M 0.33%
15,543
+3,836
MS icon
55
Morgan Stanley
MS
$261B
$15.9M 0.32%
112,885
+40,647
PEP icon
56
PepsiCo
PEP
$200B
$15.7M 0.32%
119,109
+19,179
TMO icon
57
Thermo Fisher Scientific
TMO
$214B
$15.6M 0.32%
38,387
-320
ADP icon
58
Automatic Data Processing
ADP
$105B
$15.6M 0.32%
50,442
+1,632
T icon
59
AT&T
T
$176B
$15.5M 0.32%
535,759
+70,655
CAT icon
60
Caterpillar
CAT
$270B
$15.3M 0.31%
39,348
+235
RTX icon
61
RTX Corp
RTX
$239B
$15.2M 0.31%
104,087
+3,503
VRTX icon
62
Vertex Pharmaceuticals
VRTX
$109B
$14.8M 0.3%
33,292
+161
AMAT icon
63
Applied Materials
AMAT
$186B
$14.5M 0.3%
79,424
-23,462
VZ icon
64
Verizon
VZ
$168B
$14.5M 0.29%
334,261
-139,150
GEV icon
65
GE Vernova
GEV
$159B
$14M 0.29%
+26,453
ETN icon
66
Eaton
ETN
$149B
$13.8M 0.28%
38,589
+2,842
C icon
67
Citigroup
C
$181B
$13.7M 0.28%
161,293
+55,277
PFE icon
68
Pfizer
PFE
$140B
$13.7M 0.28%
565,854
-84,172
SYK icon
69
Stryker
SYK
$136B
$13.7M 0.28%
34,587
-1,636
CB icon
70
Chubb
CB
$109B
$12.9M 0.26%
44,651
+2,655
PLD icon
71
Prologis
PLD
$115B
$12.9M 0.26%
123,037
-45,502
TJX icon
72
TJX Companies
TJX
$156B
$12.7M 0.26%
102,642
+11,213
MDT icon
73
Medtronic
MDT
$116B
$12.4M 0.25%
141,714
-5,126
MCK icon
74
McKesson
MCK
$101B
$12.2M 0.25%
16,702
-188
DE icon
75
Deere & Co
DE
$125B
$12.2M 0.25%
23,990
+442
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3
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