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
$744M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.2M
3
+$1.12M
4
BABA icon
Alibaba
BABA
+$1.04M
5
KEY icon
KeyCorp
KEY
+$982K

Top Sells

1
+$2.79M
2
+$2.68M
3
+$2.15M
4
RHT
Red Hat Inc
RHT
+$1.65M
5
BAC icon
Bank of America
BAC
+$1.64M

Sector Composition

1 Technology 18.51%
2 Financials 15.24%
3 Healthcare 14.29%
4 Consumer Discretionary 10.86%
5 Communication Services 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$456K 0.06%
39,790
-9,800
252
$428K 0.06%
9,800
+2,700
253
$358K 0.05%
16,795
-4,281
254
$357K 0.05%
12,320
-2,800
255
$352K 0.05%
8,612
-522
256
$323K 0.04%
14,300
-4,600
257
$180K 0.02%
+7,337
258
$85K 0.01%
+1,159
259
– –
-55,849
260
– –
-9,939
261
– –
-28,365
262
– –
-24,996
7 8 9 10
11