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Home > Institutional Investor > Empire Life Investments Inc. > Profile

Instuitional Investor - Empire Life Investments Inc.

Fund Profile
Filing Period:
Fund Name: Empire Life Investments Inc.
Portfolio Value $1,549,365,918
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 287,008 $107,926,488 6.96%
2.
Visa Inc.
 V 216,602 $56,392,331 3.63%
3.
Vanguard Index Fds
 119,641 $52,259,189 3.37%
4.
Merck & Co. Inc.
 MRK 478,937 $52,213,712 3.37%
5.
Mastercard Inc
 MA 120,977 $51,597,900 3.33%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)