SLI

Sumitomo Life Insurance Portfolio holdings

AUM $3.65B
1-Year Est. Return 21.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
-$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.36M
3
+$1.81M
4
AOS icon
A.O. Smith
AOS
+$1.58M
5
MU icon
Micron Technology
MU
+$1.5M

Top Sells

1
+$2.09M
2
+$1.78M
3
+$1.65M
4
XOM icon
Exxon Mobil
XOM
+$1.51M
5
VAR
Varian Medical Systems, Inc.
VAR
+$1.34M

Sector Composition

1 Financials 15.11%
2 Technology 15.05%
3 Healthcare 14.6%
4 Industrials 9.8%
5 Energy 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$714K 0.07%
12,711
-14
277
$705K 0.07%
93,280
+3,680
278
$691K 0.07%
18,141
-21
279
$649K 0.06%
11,172
-81
280
$559K 0.05%
4,703
-9,485
281
– –
-26,898
282
– –
-63,500
283
– –
-16,640
284
– –
-9,856
285
– –
-72,357
286
– –
-23,184
287
– –
-18,395
288
– –
-6,032
289
– –
-1,368
290
– –
-18,864
291
– –
-4,945
8 9 10 11
12