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
$1.24B
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$34.6M
2 +$27.3M
3 +$19M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$17.2M
5
BA icon
Boeing
BA
+$15.4M

Top Sells

1 +$29.8M
2 +$19.2M
3 +$17.5M
4
LRCX icon
Lam Research
LRCX
+$15.4M
5
AAPL icon
Apple
AAPL
+$14.2M

Sector Composition

1 Financials 17.6%
2 Healthcare 14.76%
3 Communication Services 11.57%
4 Industrials 9.66%
5 Technology 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-34,415
102
-65,839
103
-54,405
104
-6,355