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
$1.87B
AUM Growth
+$460M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$234M
2
+$1.01M
3
+$990K
4
UPS icon
United Parcel Service
UPS
+$923K
5
ROST icon
Ross Stores
ROST
+$833K

Top Sells

1
+$3.9M
2
+$3.54M
3
+$2.95M
4
RTN
Raytheon Company
RTN
+$1.84M
5
JPM icon
JPMorgan Chase
JPM
+$1.68M

Sector Composition

1 Technology 10.2%
2 Healthcare 5.92%
3 Financials 5.13%
4 Consumer Discretionary 4.63%
5 Communication Services 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$750K 0.04%
13,532
-757
227
$740K 0.04%
10,821
-510
228
$727K 0.04%
19,800
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229
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230
$712K 0.04%
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231
$703K 0.04%
5,740
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232
$703K 0.04%
8,314
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233
$689K 0.04%
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234
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55,932
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235
$652K 0.03%
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-7,399
236
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18,258
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237
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238
$550K 0.03%
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239
$548K 0.03%
7,339
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240
$525K 0.03%
15,721
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241
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6,735
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242
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27,870
-1,312
243
$468K 0.03%
14,044
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244
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40,476
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245
$440K 0.02%
13,335
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246
$438K 0.02%
16,357
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247
$423K 0.02%
8,417
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248
$420K 0.02%
39,335
-2,285
249
$412K 0.02%
6,099
-336
250
$411K 0.02%
2,018
-72
7 8 9
10
11