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
26
$5.96M 0.77%
95,065
+7,713
27
$5.85M 0.76%
41,972
+1,784
28
$5.8M 0.75%
63,174
-10,291
29
$5.77M 0.75%
58,851
-1,781
30
$5.63M 0.73%
111,419
-16,578
31
$5.41M 0.7%
38,098
-1,155
32
$5.32M 0.69%
393,685
-60,951
33
$5.2M 0.68%
50,760
-9,333
34
$5.11M 0.66%
79,941
+9,219
35
$5.04M 0.66%
48,590
-1,470
36
$4.91M 0.64%
32,716
-992
37
$4.85M 0.63%
64,612
-1,957
38
$4.81M 0.63%
65,249
+388
39
$4.78M 0.62%
114,483
-3,466
40
$4.75M 0.62%
17,720
-480
41
$4.67M 0.61%
115,005
-2,800
42
$4.53M 0.59%
45,260
+3,933
43
$4.5M 0.59%
75,377
-2,282
44
$4.48M 0.58%
289,950
+54,540
45
$4.27M 0.56%
74,813
-1,956
46
$4.27M 0.56%
109,036
-2,542
47
$4.27M 0.56%
45,178
-1,369
48
$4.2M 0.55%
29,645
+195
49
$4.19M 0.54%
18,901
-432
50
$4.17M 0.54%
99,646
-2,413
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