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
$1.87B
AUM Growth
+$460M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$234M
2
+$1.01M
3
+$990K
4
UPS icon
United Parcel Service
UPS
+$923K
5
ROST icon
Ross Stores
ROST
+$833K

Top Sells

1
+$3.9M
2
+$3.54M
3
+$2.95M
4
RTN
Raytheon Company
RTN
+$1.84M
5
JPM icon
JPMorgan Chase
JPM
+$1.68M

Sector Composition

1 Technology 10.2%
2 Healthcare 5.92%
3 Financials 5.13%
4 Consumer Discretionary 4.63%
5 Communication Services 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.6M 0.3%
125,412
+1,949
27
$5.51M 0.3%
177,670
-1,825
28
$5.46M 0.29%
99,023
-17,975
29
$5.44M 0.29%
172,490
-12,540
30
$5.33M 0.29%
119,263
-10,383
31
$5.31M 0.28%
33,898
-2,576
32
$5.25M 0.28%
39,688
-3,367
33
$5.25M 0.28%
229,854
-20,112
34
$5.16M 0.28%
57,850
-4,446
35
$5.14M 0.28%
23,936
-2,082
36
$5.1M 0.27%
130,851
-11,392
37
$4.99M 0.27%
27,926
-2,431
38
$4.84M 0.26%
10,637
-918
39
$4.84M 0.26%
15,957
-1,187
40
$4.71M 0.25%
25,141
-2,166
41
$4.52M 0.24%
75,312
-4,636
42
$4.44M 0.24%
18,828
-1,631
43
$4.36M 0.23%
47,650
-4,146
44
$4.29M 0.23%
31,991
+3,079
45
$4.17M 0.22%
10,290
+1,936
46
$4.11M 0.22%
22,295
-4,178
47
$4.04M 0.22%
31,801
-2,740
48
$4.01M 0.21%
12,170
-4,483
49
$4.01M 0.21%
72,510
-6,247
50
$3.99M 0.21%
23,613
-8,113
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