SLI

Sumitomo Life Insurance Portfolio holdings

AUM $3.22B
1-Year Est. Return 18.87%
This Quarter Est. Return
1 Year Est. Return
+18.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$674M
AUM Growth
-$55.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.58M
3
+$1.37M
4
JCI icon
Johnson Controls International
JCI
+$1.37M
5
FTV icon
Fortive
FTV
+$1.32M

Top Sells

1
+$2.48M
2
+$2.03M
3
+$1.95M
4
MDVN
MEDIVATION, INC.
MDVN
+$1.82M
5
MCO icon
Moody's
MCO
+$1.81M

Sector Composition

1 Technology 15.17%
2 Healthcare 14.79%
3 Financials 14.55%
4 Communication Services 10.65%
5 Consumer Discretionary 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$441K 0.07%
+2,265
277
$434K 0.06%
34,310
-4,311
278
$417K 0.06%
6,203
+2,433
279
$410K 0.06%
8,578
-19,885
280
$408K 0.06%
60,060
+28,600
281
$406K 0.06%
10,698
-27,322
282
$368K 0.05%
15,102
-2,198
283
$318K 0.05%
10,348
-1,403
284
$310K 0.05%
6,050
-841
285
$289K 0.04%
7,569
-18,416
286
$262K 0.04%
+19,516
287
$241K 0.04%
9,887
-1,047
288
$217K 0.03%
5,743
-23,673
289
$180K 0.03%
1,578
-13,769
290
$130K 0.02%
2,932
-309
291
$85K 0.01%
4,940
-416
292
– –
-5,096
293
– –
-54,921
294
– –
-12,184
295
– –
-30,283
296
– –
-30,124
297
– –
-34,984
298
– –
-28,025
299
– –
-5,935
300
– –
-43,355
9 10 11
12
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