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
$1.41B
AUM Growth
+$523M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$686M
2
+$2.39M
3
+$1.15M
4
UNP icon
Union Pacific
UNP
+$1.14M
5
ROST icon
Ross Stores
ROST
+$874K

Top Sells

1
+$1.42M
2
+$1.18M
3
+$1.03M
4
MS icon
Morgan Stanley
MS
+$972K
5
JWN
Nordstrom
JWN
+$841K

Sector Composition

1 Technology 10.97%
2 Healthcare 7.5%
3 Financials 6.39%
4 Consumer Discretionary 5.02%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$367K 0.03%
2,090
-2
252
$339K 0.02%
50,234
+664
253
$338K 0.02%
29,182
-651
254
$336K 0.02%
27,100
+6,700
255
$299K 0.02%
+12,076
256
$293K 0.02%
+5,500
257
$289K 0.02%
41,887
-1,253
258
$284K 0.02%
+8,818
259
$278K 0.02%
46,079
-1,379
260
$271K 0.02%
18,771
-396
261
$258K 0.02%
5,288
-12,239
262
$238K 0.02%
41,620
-58
263
$225K 0.02%
5,860
+2,000
264
$222K 0.02%
8,176
-80
265
$220K 0.02%
14,060
-19
266
$177K 0.01%
20,790
+9,800
267
$161K 0.01%
23,436
+311
268
$86K 0.01%
20,633
-1,082
269
– –
-20,321
270
– –
-15,124
271
– –
-126,554
272
– –
-20,545
273
– –
-23,692
7 8 9 10
11