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
$883M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.9M
3
+$1.76M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.57M
5
DOW icon
Dow Inc
DOW
+$1.33M

Top Sells

1
+$2.36M
2
+$1.15M
3
+$1M
4
CTAS icon
Cintas
CTAS
+$914K
5
PEG icon
Public Service Enterprise Group
PEG
+$691K

Sector Composition

1 Technology 18.99%
2 Financials 14.65%
3 Healthcare 13.41%
4 Consumer Discretionary 9.8%
5 Communication Services 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$601K 0.07%
19,167
+760
252
$600K 0.07%
8,793
+232
253
$566K 0.06%
23,125
+834
254
$556K 0.06%
21,715
+1,036
255
$530K 0.06%
2,092
+115
256
$524K 0.06%
6,496
+308
257
$517K 0.06%
7,074
+312
258
$516K 0.06%
17,441
+490
259
$493K 0.06%
20,400
+10,900
260
$446K 0.05%
19,100
+5,300
261
$394K 0.04%
8,256
+194
262
$245K 0.03%
3,860
+1,300
263
$166K 0.02%
10,990
-4,200
264
$71K 0.01%
+23,692
265
– –
-44,400
266
– –
-12,848
267
– –
-13,874
268
– –
-23,793
7 8 9 10
11