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
76
$2.86M 0.37%
35,999
-5,195
77
$2.84M 0.37%
30,239
-915
78
$2.83M 0.37%
19,090
+3,996
79
$2.81M 0.36%
89,235
-2,287
80
$2.78M 0.36%
32,989
-1,000
81
$2.76M 0.36%
33,538
+9,471
82
$2.76M 0.36%
71,436
-2,163
83
$2.74M 0.36%
36,525
+3,523
84
$2.73M 0.36%
42,888
-1,299
85
$2.73M 0.36%
37,668
-1,141
86
$2.73M 0.35%
40,884
+12,180
87
$2.72M 0.35%
22,806
-691
88
$2.71M 0.35%
143,915
+62,201
89
$2.7M 0.35%
37,491
-8,667
90
$2.66M 0.35%
25,990
-787
91
$2.63M 0.34%
32,581
-986
92
$2.6M 0.34%
9,977
-301
93
$2.59M 0.34%
9,387
-283
94
$2.57M 0.33%
51,726
-6,306
95
$2.54M 0.33%
16,134
-489
96
$2.53M 0.33%
62,955
-1,907
97
$2.5M 0.32%
39,832
-1,206
98
$2.5M 0.32%
28,809
-872
99
$2.49M 0.32%
37,474
+6,701
100
$2.48M 0.32%
35,153
-1,065
2 3
4
5 6