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

Top Buys

1
+$1.23M
2
+$1.19M
3
+$1.09M
4
EXPE icon
Expedia Group
EXPE
+$1.09M
5
T icon
AT&T
T
+$1.05M

Top Sells

1
+$2.76M
2
+$2.47M
3
+$1.95M
4
AAPL icon
Apple
AAPL
+$1.48M
5
EBAY icon
eBay
EBAY
+$1.34M

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
– –
-3,979
285
– –
-16,279
286
– –
-31,779
287
– –
-23,603
288
– –
-47,676
289
– –
-6,572
290
– –
-10,272
291
– –
-48,852
292
– –
-41,841
293
– –
-56,895
8 9 10 11
12