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
76
$3.34M 0.4%
38,854
-7,564
77
$3.22M 0.39%
26,714
-2,596
78
$3.21M 0.39%
29,883
-509
79
$3.19M 0.38%
51,453
-877
80
$3.13M 0.38%
64,390
-13,354
81
$3.11M 0.37%
34,717
-590
82
$3.1M 0.37%
14,988
-1,701
83
$3.1M 0.37%
15,838
-270
84
$3.04M 0.37%
26,504
-456
85
$3.01M 0.36%
1,516
-27
86
$2.92M 0.35%
59,337
-1,011
87
$2.92M 0.35%
20,954
-357
88
$2.91M 0.35%
15,608
-2,118
89
$2.91M 0.35%
47,797
-13,794
90
$2.87M 0.34%
19,569
-2,954
91
$2.81M 0.34%
32,415
-4,521
92
$2.76M 0.33%
52,256
-22,718
93
$2.75M 0.33%
27,860
-4,642
94
$2.74M 0.33%
20,491
-349
95
$2.69M 0.32%
14,150
-241
96
$2.67M 0.32%
50,565
-811
97
$2.64M 0.32%
16,921
-2,176
98
$2.64M 0.32%
31,897
-5,085
99
$2.64M 0.32%
31,704
+16,015
100
$2.61M 0.31%
44,991
-765
2 3
4
5 6