SLI

Sumitomo Life Insurance Portfolio holdings

AUM $3.22B
1-Year Est. Return 18.87%
This Quarter Est. Return
1 Year Est. Return
+18.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.62M
3
+$2.5M
4
MCO icon
Moody's
MCO
+$2.23M
5
LLTC
Linear Technology Corp
LLTC
+$2.11M

Top Sells

1
+$3.6M
2
+$2.32M
3
+$1.89M
4
VIAB
Viacom Inc. Class B
VIAB
+$1.79M
5
WFC icon
Wells Fargo
WFC
+$1.71M

Sector Composition

1 Financials 14.79%
2 Technology 14.53%
3 Healthcare 13.8%
4 Energy 10.69%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$805K 0.08%
21,386
+27
277
$800K 0.08%
15,086
+8,955
278
$786K 0.08%
23,852
+31
279
$703K 0.07%
12,725
+17
280
$702K 0.07%
18,162
-12,928
281
$602K 0.06%
89,600
-13,600
282
$574K 0.05%
+35,850
283
$548K 0.05%
63,500
-43,500
284
$528K 0.05%
11,253
+81
285
$357K 0.03%
+9,856
286
$278K 0.03%
4,945
+33
287
$231K 0.02%
+1,368
288
$146K 0.01%
+6,032
289
$142K 0.01%
+5,748
290
– –
-22,725
291
– –
-58,860
292
– –
-46,068
293
– –
-11,418
294
– –
-42,539
295
– –
-28,028
296
– –
-564
297
– –
-21,949
298
– –
-125,883
299
– –
-14,047
8 9 10 11
12