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
101
$2.47M 0.32%
11,223
-218
102
$2.42M 0.32%
86,903
-2,632
103
$2.4M 0.31%
17,231
+3,296
104
$2.38M 0.31%
39,117
+5,853
105
$2.35M 0.31%
106,425
-17,325
106
$2.33M 0.3%
19,975
-605
107
$2.32M 0.3%
172,137
-5,211
108
$2.27M 0.3%
37,220
-742
109
$2.27M 0.29%
15,004
-455
110
$2.25M 0.29%
30,011
-909
111
$2.25M 0.29%
32,653
-989
112
$2.24M 0.29%
23,153
-699
113
$2.23M 0.29%
17,512
-530
114
$2.22M 0.29%
32,498
-1,040
115
$2.18M 0.28%
56,112
-983
116
$2.17M 0.28%
18,486
+7,726
117
$2.15M 0.28%
32,309
-979
118
$2.15M 0.28%
41,524
-1,255
119
$2.12M 0.28%
33,518
-1,023
120
$2.12M 0.28%
24,718
-748
121
$2.11M 0.27%
23,555
-714
122
$2.1M 0.27%
18,871
-570
123
$2.08M 0.27%
15,449
-469
124
$2.07M 0.27%
32,876
-22,747
125
$2.07M 0.27%
6,074
-185
3 4
5
6 7