FMLI

Fukoku Mutual Life Insurance Portfolio holdings

AUM $1.53B
1-Year Est. Return 29.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$780M
AUM Growth
+$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$1.93M
3
+$1.37M
4
AVGO icon
Broadcom
AVGO
+$271K
5
DIS icon
Walt Disney
DIS
+$218K

Top Sells

1
+$6.4M
2
+$5.42M
3
+$1.83M
4
MA icon
Mastercard
MA
+$1.59M
5
UNH icon
UnitedHealth
UNH
+$842K

Sector Composition

1 Technology 9.71%
2 Healthcare 8.67%
3 Utilities 8.21%
4 Financials 7.57%
5 Consumer Staples 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-1,900
302
– –
-5,000
303
– –
-6,600
304
– –
-11,000
305
– –
-6,750
9 10 11 12
13