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
$832M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.48M
3
+$1.33M
4
TXRH icon
Texas Roadhouse
TXRH
+$1.3M
5
COR icon
Cencora
COR
+$1.27M

Top Sells

1
+$3.88M
2
+$2.13M
3
+$1.46M
4
ABT icon
Abbott
ABT
+$1.4M
5
MCK icon
McKesson
MCK
+$1.33M

Sector Composition

1 Technology 19.04%
2 Financials 15.7%
3 Healthcare 14.88%
4 Consumer Discretionary 10.69%
5 Communication Services 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.49M 0.78%
39,844
-3,505
27
$6.47M 0.78%
23,973
-2,331
28
$6.38M 0.77%
94,286
-1,606
29
$5.83M 0.7%
70,022
-1,191
30
$5.75M 0.69%
80,180
-1,365
31
$5.58M 0.67%
42,968
-4,052
32
$5.55M 0.67%
22,743
-2,369
33
$5.5M 0.66%
155,262
-2,643
34
$5.4M 0.65%
33,867
-2,908
35
$5.39M 0.65%
57,000
-6,021
36
$5.39M 0.65%
31,654
-537
37
$5.26M 0.63%
47,064
-802
38
$5.22M 0.63%
64,043
-4,400
39
$5.15M 0.62%
164,577
-2,802
40
$5.07M 0.61%
51,501
-878
41
$5.02M 0.6%
30,021
-512
42
$4.97M 0.6%
706,920
-12,080
43
$4.83M 0.58%
57,043
-971
44
$4.81M 0.58%
194,990
-29,550
45
$4.74M 0.57%
29,831
-508
46
$4.72M 0.57%
12,622
-214
47
$4.63M 0.56%
22,341
-381
48
$4.51M 0.54%
19,190
-2,460
49
$4.46M 0.54%
115,865
-16,154
50
$4.44M 0.53%
86,037
-1,465
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