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
$1.11B
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.49M
3
+$2.31M
4
PRU icon
Prudential Financial
PRU
+$1.91M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.77M

Top Sells

1
+$2.33M
2
+$2.09M
3
+$2.01M
4
PSX icon
Phillips 66
PSX
+$1.9M
5
LUV icon
Southwest Airlines
LUV
+$1.84M

Sector Composition

1 Financials 15.66%
2 Healthcare 13.71%
3 Technology 13.55%
4 Industrials 10.45%
5 Energy 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$930K 0.08%
23,161
-27,178
252
$904K 0.08%
46,522
-2,761
253
$853K 0.08%
+20,176
254
$824K 0.07%
20,665
-19,638
255
$772K 0.07%
13,783
-17,144
256
$751K 0.07%
+3,577
257
$726K 0.07%
10,415
-8,659
258
$652K 0.06%
19,484
-1,020
259
$561K 0.05%
+25,767
260
$548K 0.05%
30,437
-2,515
261
$370K 0.03%
+4,306
262
$369K 0.03%
+6,701
263
$348K 0.03%
12,201
-16,866
264
$258K 0.02%
+5,843
265
– –
-24,089
266
– –
-14,897
267
– –
-55,351
268
– –
-36,902
269
– –
-2,617
270
– –
-169,454
271
– –
-41,245
7 8 9 10
11