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
76
$3.17M 0.39%
19,289
+780
77
$3.15M 0.39%
37,809
+1,484
78
$3.13M 0.38%
1,543
+61
79
$3.12M 0.38%
47,877
+1,933
80
$3.11M 0.38%
13,057
+528
81
$3.1M 0.38%
10,688
+4,340
82
$3.1M 0.38%
63,401
+2,558
83
$3.09M 0.38%
17,726
+4,964
84
$3.08M 0.38%
60,348
+2,436
85
$3.03M 0.37%
36,982
+3,228
86
$2.99M 0.37%
22,523
+1,916
87
$2.96M 0.36%
75,241
+5,283
88
$2.94M 0.36%
52,446
+2,116
89
$2.9M 0.36%
52,330
+2,112
90
$2.81M 0.34%
19,097
+672
91
$2.8M 0.34%
35,307
+1,424
92
$2.78M 0.34%
51,376
+2,075
93
$2.78M 0.34%
32,502
+2,911
94
$2.76M 0.34%
36,936
+4,685
95
$2.67M 0.33%
38,490
+3,892
96
$2.65M 0.32%
20,840
+841
97
$2.64M 0.32%
11,583
+946
98
$2.59M 0.32%
30,392
+1,227
99
$2.59M 0.32%
54,763
+8,757
100
$2.58M 0.32%
26,960
-14,675
2 3
4
5 6