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
$1.05B
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.62M
3
+$2.5M
4
MCO icon
Moody's
MCO
+$2.23M
5
LLTC
Linear Technology Corp
LLTC
+$2.11M

Top Sells

1
+$3.6M
2
+$2.32M
3
+$1.89M
4
VIAB
Viacom Inc. Class B
VIAB
+$1.79M
5
WFC icon
Wells Fargo
WFC
+$1.71M

Sector Composition

1 Financials 14.79%
2 Technology 14.53%
3 Healthcare 13.8%
4 Energy 10.69%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.86M 0.75%
166,809
-26,751
27
$7.76M 0.74%
61,306
+319
28
$7.73M 0.74%
91,672
-7,297
29
$7.59M 0.73%
84,982
+441
30
$6.95M 0.66%
132,004
-23,120
31
$6.78M 0.65%
83,769
-14,313
32
$6.65M 0.64%
409,280
-68,240
33
$6.47M 0.62%
114,564
-17,992
34
$6.35M 0.61%
63,036
-6,267
35
$6.29M 0.6%
251,487
-24,216
36
$6.24M 0.6%
72,769
-4,784
37
$6.08M 0.58%
111,303
-8,498
38
$6.07M 0.58%
83,554
+449
39
$5.84M 0.56%
71,417
-5,872
40
$5.71M 0.55%
57,262
-5,454
41
$5.51M 0.53%
45,978
+253
42
$5.45M 0.52%
46,073
-6,504
43
$5.34M 0.51%
70,796
+368
44
$5.21M 0.5%
16,529
-3,229
45
$5.12M 0.49%
122,061
+636
46
$5.1M 0.49%
57,547
-8,196
47
$5.09M 0.49%
40,000
-2,422
48
$5.05M 0.48%
56,676
-9,070
49
$5.05M 0.48%
43,184
-4,010
50
$5.02M 0.48%
187,188
-7,434
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