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
$907M
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.8M
3
+$1.5M
4
ZTS icon
Zoetis
ZTS
+$1.42M
5
HRB icon
H&R Block
HRB
+$1.39M

Top Sells

1
+$3.62M
2
+$3.2M
3
+$2.61M
4
GILD icon
Gilead Sciences
GILD
+$2.2M
5
CMA
Comerica
CMA
+$2.07M

Sector Composition

1 Healthcare 15.66%
2 Financials 15.01%
3 Technology 14.84%
4 Industrials 9.58%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$678K 0.07%
71,940
-38,500
277
$663K 0.07%
+21,842
278
$663K 0.07%
27,796
-16,067
279
$663K 0.07%
21,367
-2,260
280
$561K 0.06%
12,450
+2,000
281
$559K 0.06%
6,355
-13,216
282
$509K 0.06%
12,998
-2,191
283
$420K 0.05%
3,938
-6,349
284
$408K 0.05%
28,586
-3,027
285
$320K 0.04%
4,704
-476
286
$287K 0.03%
+4,153
287
$33K ﹤0.01%
+369
288
$32K ﹤0.01%
+286
289
– –
-44,279
290
– –
-30,119
291
– –
-14,819
292
– –
-15,451
293
– –
-25,953
294
– –
-37,990
295
– –
-13,542
296
– –
-17,630
297
– –
-29,953
298
– –
-25,552
299
– –
-15,071
8 9 10 11
12