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
$769M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.27M
3
+$1.17M
4
T icon
AT&T
T
+$1.13M
5
EXPE icon
Expedia Group
EXPE
+$1.1M

Top Sells

1
+$2.76M
2
+$2.47M
3
+$1.95M
4
AAPL icon
Apple
AAPL
+$1.62M
5
RTX icon
RTX Corp
RTX
+$1.43M

Sector Composition

1 Healthcare 15.4%
2 Technology 14.32%
3 Financials 14.18%
4 Communication Services 10.84%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$800K 0.1%
26,145
-688
252
$793K 0.1%
10,177
-268
253
$792K 0.1%
51,720
-1,335
254
$760K 0.1%
+6,401
255
$757K 0.1%
123,500
-3,225
256
$741K 0.1%
23,640
-12,650
257
$729K 0.09%
8,428
-220
258
$659K 0.09%
20,988
-547
259
$629K 0.08%
55,049
-13,180
260
$608K 0.08%
40,097
-1,048
261
$597K 0.08%
19,360
-600
262
$596K 0.08%
6,057
-157
263
$591K 0.08%
56,472
-1,475
264
$591K 0.08%
16,050
-445
265
$579K 0.08%
17,863
-494
266
$548K 0.07%
49,170
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267
$519K 0.07%
7,162
-187
268
$515K 0.07%
2,936
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269
$504K 0.07%
4,404
-114
270
$490K 0.06%
17,869
-467
271
$412K 0.05%
43,280
-4,400
272
$411K 0.05%
22,988
-606
273
$406K 0.05%
17,655
-500
274
$401K 0.05%
11,646
-322
275
$385K 0.05%
5,249
-148
8 9 10
11
12