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
$815M
AUM Growth
+$58.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.83M
3
+$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.51M
5
WFC icon
Wells Fargo
WFC
+$1.48M

Top Sells

1
+$1.56M
2
+$1.54M
3
+$1.48M
4
ULTA icon
Ulta Beauty
ULTA
+$1.43M
5
LOW icon
Lowe's Companies
LOW
+$1.4M

Sector Composition

1 Technology 18.05%
2 Financials 16.2%
3 Healthcare 13.75%
4 Consumer Discretionary 10.64%
5 Communication Services 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1M 0.12%
15,734
+821
227
$1M 0.12%
5,400
-3,700
228
$973K 0.12%
37,687
+1,336
229
$973K 0.12%
6,242
+300
230
$970K 0.12%
21,006
-9,635
231
$966K 0.12%
7,142
+254
232
$959K 0.12%
41,925
+1,815
233
$838K 0.1%
8,081
+285
234
$835K 0.1%
8,970
+318
235
$833K 0.1%
13,464
+588
236
$817K 0.1%
16,565
+586
237
$815K 0.1%
5,831
+241
238
$798K 0.1%
20,968
+863
239
$746K 0.09%
7,906
+269
240
$726K 0.09%
10,544
+271
241
$701K 0.09%
+5,991
242
$661K 0.08%
16,114
+430
243
$628K 0.08%
14,278
+115
244
$614K 0.08%
5,831
+138
245
$575K 0.07%
12,984
+305
246
$564K 0.07%
21,041
+496
247
$552K 0.07%
+3,459
248
$544K 0.07%
10,360
-14,800
249
$537K 0.07%
2,301
-6,111
250
$520K 0.06%
17,164
-34,880
7 8 9
10
11