ELI

Empire Life Investments Portfolio holdings

AUM $1.78B
1-Year Est. Return 26.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.53%
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 +$12.9M
2 +$12.5M
3 +$12.4M
4
PNC icon
PNC Financial Services
PNC
+$3.63M
5
AMZN icon
Amazon
AMZN
+$2.88M

Top Sells

1 +$18.7M
2 +$18.4M
3 +$14.9M
4
TJX icon
TJX Companies
TJX
+$4.2M
5
HES
Hess
HES
+$4.14M

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