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
$1.64B
AUM Growth
+$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$16.5M
2 +$11.6M
3 +$11.6M
4
WSC icon
WillScot Mobile Mini Holdings
WSC
+$7.04M
5
DXCM icon
DexCom
DXCM
+$6.88M

Top Sells

1 +$20.3M
2 +$14.2M
3 +$13.1M
4
TXN icon
Texas Instruments
TXN
+$11.8M
5
PNC icon
PNC Financial Services
PNC
+$8.39M

Sector Composition

1 Technology 22.8%
2 Healthcare 12.49%
3 Financials 11.8%
4 Consumer Discretionary 10.32%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-8,959
102
-18,887