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
$1.46B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$12.6M
2 +$12.5M
3 +$12.3M
4
PNC icon
PNC Financial Services
PNC
+$3.64M
5
AMZN icon
Amazon
AMZN
+$2.45M

Top Sells

1 +$20M
2 +$18.7M
3 +$15.3M
4
TJX icon
TJX Companies
TJX
+$4.53M
5
HES
Hess
HES
+$4.27M

Sector Composition

1 Technology 20.42%
2 Healthcare 14.32%
3 Financials 14.01%
4 Energy 11.31%
5 Consumer Discretionary 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-303,199