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
$707M
AUM Growth
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.06M
3
+$1.01M
4
COO icon
Cooper Companies
COO
+$998K
5
PARA
Paramount Global Class B
PARA
+$996K

Top Sells

1
+$2.25M
2
+$2.03M
3
+$1.51M
4
DIS icon
Walt Disney
DIS
+$1.47M
5
NWL icon
Newell Brands
NWL
+$1.39M

Sector Composition

1 Financials 16.42%
2 Technology 16.11%
3 Healthcare 13.57%
4 Communication Services 10.81%
5 Consumer Discretionary 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$322K 0.05%
39,370
-2,252
277
$320K 0.05%
5,525
+3,244
278
$308K 0.04%
8,650
+2,500
279
$280K 0.04%
9,530
-651
280
$230K 0.03%
29,080
+3,000
281
$183K 0.03%
+3,364
282
$176K 0.02%
3,278
-9,500
283
$169K 0.02%
21,000
+6,000
284
$137K 0.02%
3,995
-192
285
$59K 0.01%
3,136
-136
286
– –
-5,500
287
– –
-11,008
288
– –
-31,017
289
– –
-2,330
290
– –
-22,968
291
– –
-79,275
8 9 10 11
12