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
$4.2B
AUM Growth
+$464M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$93.2M
3
+$60.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$31.1M
5
LAD icon
Lithia Motors
LAD
+$1.7M

Top Sells

1
+$145M
2
+$41.3M
3
+$14.9M
4
MU icon
Micron Technology
MU
+$1.91M
5
AAPL icon
Apple
AAPL
+$1.8M

Sector Composition

1 Technology 5.09%
2 Healthcare 2.48%
3 Financials 2.37%
4 Consumer Discretionary 2.2%
5 Communication Services 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.91M 0.09%
33,431
-2,502
52
$3.87M 0.09%
21,159
-624
53
$3.83M 0.09%
13,137
-443
54
$3.82M 0.09%
49,861
-1,606
55
$3.8M 0.09%
14,705
-433
56
$3.72M 0.09%
60,739
-1,792
57
$3.7M 0.09%
22,640
-715
58
$3.69M 0.09%
21,198
-634
59
$3.64M 0.09%
9,844
-293
60
$3.58M 0.09%
60,537
-1,786
61
$3.57M 0.09%
69,403
-2,048
62
$3.57M 0.09%
7,570
-199
63
$3.57M 0.09%
13,361
+38
64
$3.54M 0.08%
55,841
-1,648
65
$3.51M 0.08%
9,969
-863
66
$3.48M 0.08%
39,186
-1,148
67
$3.43M 0.08%
68,074
-20,612
68
$3.28M 0.08%
25,325
-667
69
$3.25M 0.08%
68,940
-2,025
70
$3.2M 0.08%
4,853
+84
71
$3.18M 0.08%
12,880
-381
72
$3.16M 0.08%
15,294
-386
73
$3.12M 0.07%
17,760
-540
74
$3.12M 0.07%
60,052
-1,774
75
$2.97M 0.07%
26,812
-768
1 2
3
4 5