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
51
$4.14M 0.54%
32,934
-10,436
52
$4.12M 0.54%
76,284
-1,915
53
$4.11M 0.53%
40,044
-990
54
$4.1M 0.53%
38,377
-1,163
55
$3.85M 0.5%
52,169
+9,643
56
$3.73M 0.49%
23,787
-601
57
$3.64M 0.47%
48,009
-1,454
58
$3.57M 0.46%
17,465
-166
59
$3.57M 0.46%
24,668
-6,522
60
$3.48M 0.45%
56,615
-14,775
61
$3.41M 0.44%
29,528
-894
62
$3.4M 0.44%
40,262
-920
63
$3.31M 0.43%
15,915
-482
64
$3.24M 0.42%
142,029
-4,299
65
$3.22M 0.42%
51,460
+1,614
66
$3.15M 0.41%
54,850
+8,879
67
$3.14M 0.41%
78,051
+5,995
68
$3.11M 0.4%
105,016
-30,304
69
$3.11M 0.4%
2,410
-74
70
$3.07M 0.4%
29,379
-889
71
$2.96M 0.38%
58,058
-1,212
72
$2.93M 0.38%
40,337
+6,276
73
$2.9M 0.38%
22,806
-691
74
$2.89M 0.38%
17,738
-538
75
$2.87M 0.37%
56,118
-1,699
1 2
3
4 5