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
51
$4.14M 0.51%
30,339
+1,225
52
$4.13M 0.51%
29,310
+2,177
53
$4.13M 0.51%
61,591
+4,565
54
$4.11M 0.5%
86,646
+6,199
55
$3.92M 0.48%
29,240
+1,179
56
$3.92M 0.48%
77,744
+8,416
57
$3.92M 0.48%
23,911
+1,905
58
$3.9M 0.48%
68,730
+2,772
59
$3.85M 0.47%
44,066
+3,056
60
$3.85M 0.47%
87,502
+3,532
61
$3.84M 0.47%
28,766
+1,161
62
$3.83M 0.47%
39,136
+3,313
63
$3.76M 0.46%
53,944
+2,178
64
$3.75M 0.46%
74,974
+3,025
65
$3.7M 0.45%
29,761
+2,340
66
$3.68M 0.45%
77,386
+3,120
67
$3.66M 0.45%
33,179
+1,339
68
$3.65M 0.45%
46,418
+13,320
69
$3.49M 0.43%
40,961
+2,123
70
$3.35M 0.41%
14,321
+579
71
$3.28M 0.4%
16,108
+650
72
$3.25M 0.4%
11,004
-1,090
73
$3.24M 0.4%
46,230
+2,609
74
$3.22M 0.4%
16,689
-3,528
75
$3.17M 0.39%
40,353
+1,629
1 2
3
4 5