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
$792M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$2.82M
3
+$1.75M
4
KO icon
Coca-Cola
KO
+$1.56M
5
JNJ icon
Johnson & Johnson
JNJ
+$997K

Top Sells

1
+$9.81M
2
+$2.7M
3
+$1.46M
4
HPQ icon
HP
HPQ
+$1.34M
5
HDB icon
HDFC Bank
HDB
+$1.21M

Sector Composition

1 Healthcare 16.39%
2 Financials 15.45%
3 Technology 14.03%
4 Communication Services 10.17%
5 Consumer Discretionary 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$534K 0.07%
6,214
-147
277
$531K 0.07%
18,357
-405
278
$460K 0.06%
23,603
-519
279
$439K 0.06%
11,968
-264
280
$431K 0.05%
18,155
-349
281
$412K 0.05%
5,397
-118
282
$399K 0.05%
47,680
-71,200
283
$359K 0.05%
50,380
-38,500
284
$352K 0.04%
23,594
-22,607
285
$323K 0.04%
10,950
-1,400
286
$283K 0.04%
41,841
-789
287
$212K 0.03%
3,964
-113
288
– –
-3,416
289
– –
-48,500
290
– –
-18,553
291
– –
-9,401
292
– –
-3,799
293
– –
-47,213
294
– –
-88
8 9 10 11
12