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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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