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
$832M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.48M
3
+$1.33M
4
TXRH icon
Texas Roadhouse
TXRH
+$1.3M
5
COR icon
Cencora
COR
+$1.27M

Top Sells

1
+$3.88M
2
+$2.13M
3
+$1.46M
4
ABT icon
Abbott
ABT
+$1.4M
5
MCK icon
McKesson
MCK
+$1.33M

Sector Composition

1 Technology 19.04%
2 Financials 15.7%
3 Healthcare 14.88%
4 Consumer Discretionary 10.69%
5 Communication Services 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.05M 0.13%
25,869
-394
227
$1.04M 0.13%
9,389
-160
228
$1.04M 0.13%
15,479
-359
229
$975K 0.12%
37,041
-646
230
$932K 0.11%
13,216
-248
231
$911K 0.11%
8,929
-41
232
$878K 0.11%
8,043
-38
233
$869K 0.1%
5,782
-49
234
$860K 0.1%
29,718
-6,604
235
$819K 0.1%
18,503
-146
236
$808K 0.1%
43,847
-19,332
237
$798K 0.1%
20,649
-357
238
$794K 0.1%
7,955
+49
239
$771K 0.09%
20,853
-115
240
$767K 0.09%
16,489
-76
241
$729K 0.09%
41,310
-615
242
$715K 0.09%
6,062
+71
243
$681K 0.08%
16,136
+22
244
$659K 0.08%
3,444
-15
245
$659K 0.08%
5,799
-32
246
$648K 0.08%
20,876
-165
247
$646K 0.08%
2,291
-10
248
$643K 0.08%
3,900
-1,500
249
$624K 0.08%
10,482
-62
250
$580K 0.07%
+7,068
7 8 9
10
11