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
51
$4.41M 0.53%
50,169
+12,360
52
$4.33M 0.52%
28,751
-489
53
$4.3M 0.52%
55,684
+20,944
54
$4.26M 0.51%
76,092
-1,294
55
$4.15M 0.5%
56,539
-19,089
56
$4.11M 0.49%
53,040
-904
57
$4.09M 0.49%
28,284
-482
58
$4.08M 0.49%
67,579
-1,151
59
$4.01M 0.48%
95,800
-8,332
60
$3.91M 0.47%
40,610
-3,456
61
$3.74M 0.45%
10,821
-183
62
$3.72M 0.45%
79,802
-6,844
63
$3.71M 0.45%
51,567
-879
64
$3.71M 0.45%
10,510
-178
65
$3.62M 0.43%
33,981
-5,155
66
$3.59M 0.43%
21,086
-2,825
67
$3.59M 0.43%
39,187
-1,774
68
$3.58M 0.43%
14,080
-241
69
$3.58M 0.43%
28,069
-1,692
70
$3.54M 0.43%
62,341
-1,060
71
$3.52M 0.42%
12,838
-219
72
$3.5M 0.42%
32,623
-556
73
$3.49M 0.42%
39,677
-676
74
$3.47M 0.42%
43,436
-2,794
75
$3.34M 0.4%
18,966
-323
1 2
3
4 5