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
$815M
AUM Growth
+$58.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.83M
3
+$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.51M
5
WFC icon
Wells Fargo
WFC
+$1.48M

Top Sells

1
+$1.56M
2
+$1.54M
3
+$1.48M
4
ULTA icon
Ulta Beauty
ULTA
+$1.43M
5
LOW icon
Lowe's Companies
LOW
+$1.4M

Sector Composition

1 Technology 18.05%
2 Financials 16.2%
3 Healthcare 13.75%
4 Consumer Discretionary 10.64%
5 Communication Services 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$511K 0.06%
19,797
+586
252
$402K 0.05%
9,057
-106
253
$393K 0.05%
48,890
-29,600
254
– –
-3,407
255
– –
-2,413
256
– –
-7,990
257
– –
-14,917
258
– –
-7,950
259
– –
-15,630
260
– –
-13,214
7 8 9 10
11