ELI

Empire Life Investments Portfolio holdings

AUM $1.57B
1-Year Est. Return 17.14%
This Quarter Est. Return
1 Year Est. Return
+17.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
-$77.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Sells

1 +$57M
2 +$34.6M
3 +$26.9M
4
LOW icon
Lowe's Companies
LOW
+$19M
5
AAPL icon
Apple
AAPL
+$14.9M

Sector Composition

1 Technology 16.2%
2 Financials 16.13%
3 Industrials 13.55%
4 Healthcare 11.86%
5 Materials 10.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-60,410
102
-114,680
103
-60,638
104
-837,652
105
-624,592
106
-64,721