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
$847M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$48.6M
2
+$2.09M
3
+$1.9M
4
VZ icon
Verizon
VZ
+$1.41M
5
CVX icon
Chevron
CVX
+$1.39M

Top Sells

1
+$1.32M
2
+$1.31M
3
+$1.09M
4
DD icon
DuPont de Nemours
DD
+$1.03M
5
QCOM icon
Qualcomm
QCOM
+$829K

Sector Composition

1 Technology 17.4%
2 Financials 14.76%
3 Healthcare 13.09%
4 Consumer Discretionary 10.34%
5 Communication Services 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.77M 0.8%
31,775
+1,281
27
$6.66M 0.79%
18,294
+738
28
$6.61M 0.78%
22,416
+827
29
$6.29M 0.74%
148,884
-4,262
30
$6.25M 0.74%
247,085
-3,898
31
$6.17M 0.73%
21,009
+775
32
$5.98M 0.71%
28,789
+1,162
33
$5.92M 0.7%
45,130
+1,820
34
$5.51M 0.65%
48,109
+1,941
35
$5.38M 0.64%
76,887
+3,102
36
$5.31M 0.63%
184,310
+9,060
37
$5.24M 0.62%
142,242
+5,739
38
$5.18M 0.61%
30,613
-1,082
39
$5.03M 0.59%
27,241
-1,888
40
$4.88M 0.58%
27,965
-1,948
41
$4.81M 0.57%
49,385
+1,992
42
$4.7M 0.55%
82,502
+3,329
43
$4.68M 0.55%
35,503
+1,432
44
$4.64M 0.55%
90,624
+1,000
45
$4.63M 0.55%
36,573
+1,373
46
$4.59M 0.54%
54,699
+2,206
47
$4.56M 0.54%
54,216
+2,186
48
$4.51M 0.53%
17,054
+141
49
$4.46M 0.53%
54,399
+7,576
50
$4.45M 0.52%
12,103
+488
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