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
$1.87B
AUM Growth
+$460M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$234M
2
+$1.01M
3
+$990K
4
UPS icon
United Parcel Service
UPS
+$923K
5
ROST icon
Ross Stores
ROST
+$833K

Top Sells

1
+$3.9M
2
+$3.54M
3
+$2.95M
4
RTN
Raytheon Company
RTN
+$1.84M
5
JPM icon
JPMorgan Chase
JPM
+$1.68M

Sector Composition

1 Technology 10.2%
2 Healthcare 5.92%
3 Financials 5.13%
4 Consumer Discretionary 4.63%
5 Communication Services 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$399K 0.02%
44,528
-1,551
252
$378K 0.02%
28,485
-772
253
$367K 0.02%
4,676
-126
254
$340K 0.02%
12,076
255
$312K 0.02%
5,155
-133
256
$312K 0.02%
+6,500
257
$301K 0.02%
18,443
-328
258
$296K 0.02%
22,820
-616
259
$267K 0.01%
13,693
-367
260
$220K 0.01%
7,810
-366
261
$3K ﹤0.01%
+19,317
262
– –
-20,633
263
– –
-11,085
264
– –
-5,860
265
– –
-20,790
266
– –
-27,100
267
– –
-5,500
268
– –
-5,438
269
– –
-8,161
270
– –
-14,016
7 8 9 10
11