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
$1.87B
AUM Growth
+$460M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$234M
2
+$1.01M
3
+$990K
4
UPS icon
United Parcel Service
UPS
+$923K
5
ROST icon
Ross Stores
ROST
+$833K

Top Sells

1
+$3.9M
2
+$3.54M
3
+$2.95M
4
RTN
Raytheon Company
RTN
+$1.84M
5
JPM icon
JPMorgan Chase
JPM
+$1.68M

Sector Composition

1 Technology 10.2%
2 Healthcare 5.92%
3 Financials 5.13%
4 Consumer Discretionary 4.63%
5 Communication Services 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.74M 0.15%
37,204
-3,205
77
$2.72M 0.15%
25,338
-1,645
78
$2.71M 0.15%
28,440
-2,717
79
$2.71M 0.15%
16,173
-1,325
80
$2.68M 0.14%
26,552
-437
81
$2.66M 0.14%
21,011
-1,721
82
$2.66M 0.14%
4,261
-396
83
$2.64M 0.14%
40,653
-3,476
84
$2.58M 0.14%
29,152
-2,455
85
$2.52M 0.14%
11,827
-761
86
$2.44M 0.13%
6,677
-3,229
87
$2.43M 0.13%
14,965
-1,268
88
$2.43M 0.13%
48,028
-3,922
89
$2.42M 0.13%
104,256
-8,541
90
$2.41M 0.13%
9,149
-750
91
$2.4M 0.13%
12,804
-1,096
92
$2.37M 0.13%
4,356
+1,152
93
$2.37M 0.13%
8,853
-747
94
$2.37M 0.13%
16,693
-558
95
$2.32M 0.12%
19,365
-1,632
96
$2.3M 0.12%
28,311
+6,463
97
$2.27M 0.12%
10,500
-3,800
98
$2.23M 0.12%
15,659
-1,338
99
$2.22M 0.12%
42,858
-3,512
100
$2.21M 0.12%
37,790
-1,336
2 3
4
5 6