Empire Life Investments Inc. Portfolio Holdings

Empire Life Investments Inc.

  • $1.6 Billion
  • Q3 2024

Empire Life Investments Inc. has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.6 Billion distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $116M, Vanguard Index Fds S&P 500 ETF with a value of $74M, Amazon Com Inc with a value of $57.5M, Elevance Health, Inc. with a value of $50.3M, and Visa Inc. with a value of $50M.

Examining the 13F form we can see an increase of $25.8M in the current position value, from $1.58B to 1.6B.

Below you can find more details about Empire Life Investments Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.6 Billion
Technology: $318 Million
Healthcare: $205 Million
Financial Services: $193 Million
Consumer Cyclical: $165 Million
ETFs: $160 Million
Industrials: $139 Million
Communication Services: $105 Million
Energy: $102 Million
Other: $204 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.1T
$116 Million 7.24% of portfolio
269,681
Q3 2024 Reduced 0.49%
$2.07T
$57.5 Million 3.59% of portfolio
308,826
Q3 2024 Added 3.59%
$503B
$50 Million 3.12% of portfolio
181,888
Q3 2024 Reduced 4.26%
$1.08T
$44.9 Million 2.8% of portfolio
268,350
Q3 2024 Reduced 1.2%
$247B
$36.1 Million 2.25% of portfolio
317,891
Q3 2024 Reduced 13.25%
$400B
$33.9 Million 2.11% of portfolio
208,878
Q3 2024 Added 0.17%
$489B
$33.8 Million 2.11% of portfolio
68,417
Q3 2024 Reduced 30.81%
$370B
$26.9 Million 1.68% of portfolio
677,007
Q3 2024 Reduced 10.05%
$316B
$26.2 Million 1.64% of portfolio
177,990
Q3 2024 Reduced 1.21%
$3.68T
$24.5 Million 1.53% of portfolio
105,173
Q3 2024 Added 16.34%
$411B
$21.5 Million 1.34% of portfolio
24,308
Q3 2024 Reduced 1.26%
$219B
$18.5 Million 1.15% of portfolio
108,566
Q3 2024 Reduced 21.99%
$202B
$10.3 Million 0.64% of portfolio
84,634
Q3 2024 Reduced 29.81%
$562B
$8.49 Million 0.53% of portfolio
14,525
Q3 2024 Reduced 1.71%

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $1.6 Billion
  • Prior Value $1.58 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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