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
$815M
AUM Growth
+$58.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.83M
3
+$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.51M
5
WFC icon
Wells Fargo
WFC
+$1.48M

Top Sells

1
+$1.56M
2
+$1.54M
3
+$1.48M
4
ULTA icon
Ulta Beauty
ULTA
+$1.43M
5
LOW icon
Lowe's Companies
LOW
+$1.4M

Sector Composition

1 Technology 18.05%
2 Financials 16.2%
3 Healthcare 13.75%
4 Consumer Discretionary 10.64%
5 Communication Services 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.25M 0.77%
47,020
+3,165
27
$6.14M 0.75%
43,349
+2,957
28
$5.84M 0.72%
63,021
+2,934
29
$5.8M 0.71%
115,260
+4,652
30
$5.56M 0.68%
71,213
+2,872
31
$5.55M 0.68%
95,892
+3,870
32
$5.53M 0.68%
68,443
+4,321
33
$5.46M 0.67%
81,545
+3,289
34
$5.45M 0.67%
224,540
+15,530
35
$5.27M 0.65%
32,191
+4,852
36
$5.21M 0.64%
47,866
+1,932
37
$5.2M 0.64%
25,112
+1,742
38
$5.18M 0.64%
157,905
+6,312
39
$5.08M 0.62%
36,775
+7,078
40
$5.02M 0.62%
12,836
+517
41
$4.78M 0.59%
30,533
+1,232
42
$4.78M 0.59%
167,379
+6,213
43
$4.62M 0.57%
58,014
+2,342
44
$4.61M 0.57%
75,628
+3,051
45
$4.52M 0.55%
21,650
+1,687
46
$4.48M 0.55%
52,379
+2,114
47
$4.35M 0.53%
104,132
+19,520
48
$4.32M 0.53%
132,019
+10,740
49
$4.26M 0.52%
719,000
+29,000
50
$4.19M 0.51%
22,722
+919
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