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
$1.55B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$34.9M
2 +$21.4M
3 +$15.4M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$11.9M
5
AME icon
Ametek
AME
+$11.1M

Top Sells

1 +$41.7M
2 +$20.6M
3 +$12.2M
4
DHR icon
Danaher
DHR
+$8.28M
5
PNC icon
PNC Financial Services
PNC
+$3.83M

Sector Composition

1 Technology 20.69%
2 Financials 15.53%
3 Healthcare 14.22%
4 Consumer Discretionary 10.06%
5 Energy 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-737
102
-9,092