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
$847M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$48.6M
2
+$2.09M
3
+$1.9M
4
VZ icon
Verizon
VZ
+$1.41M
5
CVX icon
Chevron
CVX
+$1.39M

Top Sells

1
+$1.32M
2
+$1.31M
3
+$1.09M
4
DD icon
DuPont de Nemours
DD
+$1.03M
5
QCOM icon
Qualcomm
QCOM
+$829K

Sector Composition

1 Technology 17.4%
2 Financials 14.76%
3 Healthcare 13.09%
4 Consumer Discretionary 10.34%
5 Communication Services 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$634K 0.07%
15,452
+348
252
$622K 0.07%
17,298
+390
253
$608K 0.07%
48,290
+8,500
254
$583K 0.07%
39,105
+1,035
255
$567K 0.07%
3,240
+33
256
$551K 0.07%
24,240
+265
257
$539K 0.06%
3,928
-4,811
258
$520K 0.06%
7,384
+112
259
$515K 0.06%
19,765
+2,970
260
$496K 0.06%
+16,770
261
$492K 0.06%
7,560
+1,400
262
$441K 0.05%
9,196
-9,797
263
$417K 0.05%
+2,593
264
$395K 0.05%
8,460
-152
265
$367K 0.04%
+19,200
266
$328K 0.04%
+8,600
267
$305K 0.04%
+4,637
268
$291K 0.03%
13,400
-900
269
$48K 0.01%
+1,713
270
– –
-5,334
271
– –
-9,800
272
– –
-1,159
7 8 9 10
11