SLI

Sumitomo Life Insurance Portfolio holdings

AUM $3.65B
1-Year Est. Return 21.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$767M
AUM Growth
+$59.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$2.47M
3
+$2.29M
4
BC icon
Brunswick
BC
+$2.28M
5
ADI icon
Analog Devices
ADI
+$2.11M

Top Sells

1
+$2.47M
2
+$2.29M
3
+$1.91M
4
NDAQ icon
Nasdaq
NDAQ
+$1.86M
5
TEL icon
TE Connectivity
TEL
+$1.86M

Sector Composition

1 Financials 16.08%
2 Technology 15.57%
3 Healthcare 14.22%
4 Communication Services 10.55%
5 Consumer Discretionary 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$591K 0.08%
2,906
+124
252
$576K 0.08%
10,700
+500
253
$540K 0.07%
3,279
+153
254
$493K 0.06%
15,415
+598
255
$487K 0.06%
10,192
+397
256
$371K 0.05%
8,460
+332
257
$305K 0.04%
9,250
+600
258
$279K 0.04%
9,973
+443
259
$249K 0.03%
41,029
+1,659
260
$226K 0.03%
30,080
+1,000
261
$101K 0.01%
12,000
-9,000
262
– –
-9,268
263
– –
-3,136
264
– –
-3,364
265
– –
-13,308
266
– –
-9,930
267
– –
-3,995
268
– –
-40,381
269
– –
-8,361
270
– –
-8,667
271
– –
-18,785
272
– –
-32,485
273
– –
-8,456
274
– –
-65,542
275
– –
-8,855
8 9 10
11
12