SLI

Sumitomo Life Insurance Portfolio holdings

AUM $1.47B
1-Year Est. Return 20.66%
This Quarter Est. Return
1 Year Est. Return
+20.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$769M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.27M
3
+$1.17M
4
T icon
AT&T
T
+$1.13M
5
EXPE icon
Expedia Group
EXPE
+$1.1M

Top Sells

1
+$2.76M
2
+$2.47M
3
+$1.95M
4
AAPL icon
Apple
AAPL
+$1.62M
5
RTX icon
RTX Corp
RTX
+$1.43M

Sector Composition

1 Healthcare 15.4%
2 Technology 14.32%
3 Financials 14.18%
4 Communication Services 10.84%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$972K 0.13%
113,256
-2,985
227
$966K 0.13%
16,513
-431
228
$962K 0.13%
12,496
-327
229
$957K 0.12%
7,368
-192
230
$954K 0.12%
15,970
-417
231
$947K 0.12%
21,479
-560
232
$934K 0.12%
11,774
-309
233
$921K 0.12%
8,096
-211
234
$910K 0.12%
14,867
-388
235
$908K 0.12%
19,499
-507
236
$897K 0.12%
30,501
-555
237
$883K 0.11%
8,531
-224
238
$879K 0.11%
12,075
-314
239
$875K 0.11%
26,978
-704
240
$875K 0.11%
18,501
-484
241
$873K 0.11%
24,484
-638
242
$860K 0.11%
16,522
-432
243
$851K 0.11%
14,462
-379
244
$840K 0.11%
5,174
-137
245
$840K 0.11%
17,202
-447
246
$835K 0.11%
12,625
-331
247
$825K 0.11%
31,022
-810
248
$824K 0.11%
22,701
-594
249
$803K 0.1%
10,550
-276
250
$801K 0.1%
20,612
-539
8 9
10
11 12