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
$785M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.43M
3
+$2.32M
4
ALB icon
Albemarle
ALB
+$1.7M
5
DD icon
DuPont de Nemours
DD
+$1.58M

Top Sells

1
+$2.48M
2
+$2.03M
3
+$1.85M
4
RAI
Reynolds American Inc
RAI
+$1.82M
5
AXP icon
American Express
AXP
+$1.72M

Sector Composition

1 Financials 16.43%
2 Technology 16.28%
3 Healthcare 14.27%
4 Communication Services 10.39%
5 Consumer Discretionary 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$489K 0.06%
2,854
-52
252
$473K 0.06%
10,042
-150
253
$469K 0.06%
8,900
-1,800
254
$394K 0.05%
8,403
-57
255
$343K 0.04%
9,768
-205
256
$277K 0.04%
8,850
-400
257
$246K 0.03%
40,187
-842
258
$235K 0.03%
+6,077
259
– –
-19,578
260
– –
-69,392
261
– –
-30,080
262
– –
-46,869
263
– –
-7,221
264
– –
-12,000
265
– –
-29,779
266
– –
-7,190
267
– –
-16,962
268
– –
-27,996
269
– –
-13,499
270
– –
-54,117
7 8 9 10
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