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
$769M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.27M
3
+$1.17M
4
T icon
AT&T
T
+$1.13M
5
EXPE icon
Expedia Group
EXPE
+$1.1M

Top Sells

1
+$2.76M
2
+$2.47M
3
+$1.95M
4
AAPL icon
Apple
AAPL
+$1.62M
5
RTX icon
RTX Corp
RTX
+$1.43M

Sector Composition

1 Healthcare 15.4%
2 Technology 14.32%
3 Financials 14.18%
4 Communication Services 10.84%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$378K 0.05%
7,033
-7,703
277
$332K 0.04%
+4,200
278
$301K 0.04%
10,350
-600
279
$266K 0.03%
8,567
-10,575
280
$228K 0.03%
3,884
-80
281
$224K 0.03%
34,430
-15,950
282
$195K 0.03%
12,104
-11,778
283
$3K ﹤0.01%
+315
284
– –
-48,852
285
– –
-41,841
286
– –
-56,895
287
– –
-3,979
288
– –
-16,279
289
– –
-31,779
290
– –
-23,603
291
– –
-47,676
292
– –
-6,572
293
– –
-10,272
8 9 10 11
12