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
$701M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.69M
3
+$1.34M
4
IBM icon
IBM
IBM
+$1.3M
5
PTC icon
PTC
PTC
+$1.27M

Top Sells

1
+$2.05M
2
+$1.87M
3
+$1.68M
4
BLOX
Infoblox Inc
BLOX
+$1.58M
5
CAH icon
Cardinal Health
CAH
+$1.4M

Sector Composition

1 Financials 16.54%
2 Technology 15.08%
3 Healthcare 13.67%
4 Communication Services 10.78%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$935K 0.13%
16,783
+373
227
$910K 0.13%
18,108
+403
228
$905K 0.13%
13,935
+399
229
$876K 0.12%
10,099
+224
230
$876K 0.12%
39,500
+542
231
$853K 0.12%
14,029
+312
232
$846K 0.12%
10,752
+448
233
$845K 0.12%
12,629
+281
234
$837K 0.12%
29,106
-1,525
235
$837K 0.12%
8,835
-4,772
236
$829K 0.12%
6,474
+145
237
$820K 0.12%
13,122
+291
238
$818K 0.12%
28,312
-25,268
239
$807K 0.12%
21,510
+480
240
$782K 0.11%
12,343
-81
241
$775K 0.11%
3,339
-3,184
242
$733K 0.1%
7,315
-4,756
243
$730K 0.1%
14,514
+416
244
$719K 0.1%
15,735
+448
245
$716K 0.1%
11,605
-16,261
246
$715K 0.1%
9,659
+276
247
$695K 0.1%
13,596
-4,823
248
$649K 0.09%
45,555
+1,290
249
$639K 0.09%
8,836
+252
250
$637K 0.09%
12,778
+359
8 9
10
11 12