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
$722M
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1M
3
+$990K
4
DVN icon
Devon Energy
DVN
+$760K
5
V icon
Visa
V
+$727K

Top Sells

1
+$2.17M
2
+$1.79M
3
+$1.48M
4
ESRX
Express Scripts Holding Company
ESRX
+$1.43M
5
ADI icon
Analog Devices
ADI
+$1.41M

Sector Composition

1 Technology 17.79%
2 Financials 15.88%
3 Healthcare 15.6%
4 Consumer Discretionary 10.3%
5 Communication Services 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$397K 0.06%
9,134
+88
252
$392K 0.05%
7,560
+2,200
253
$333K 0.05%
18,900
+9,400
254
$274K 0.04%
17,118
+162
255
$192K 0.03%
7,100
+3,800
256
– –
-15,282
257
– –
-43,847
258
– –
-10,092
259
– –
-15,006
260
– –
-10,690
261
– –
-18,698
7 8 9 10
11