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
101
$2.53M 0.31%
15,234
+1,308
102
$2.52M 0.31%
18,870
+2,224
103
$2.48M 0.3%
38,499
+3,208
104
$2.46M 0.3%
34,740
+8,929
105
$2.4M 0.29%
14,391
+580
106
$2.39M 0.29%
57,936
+4,864
107
$2.39M 0.29%
51,677
+2,019
108
$2.39M 0.29%
41,210
+1,426
109
$2.37M 0.29%
16,401
+663
110
$2.35M 0.29%
6,821
+275
111
$2.35M 0.29%
18,580
+750
112
$2.35M 0.29%
22,108
+894
113
$2.34M 0.29%
10,312
+413
114
$2.32M 0.29%
16,939
+684
115
$2.28M 0.28%
16,901
-6,781
116
$2.26M 0.28%
20,552
+828
117
$2.24M 0.27%
10,157
+397
118
$2.23M 0.27%
29,137
+1,177
119
$2.22M 0.27%
45,756
+1,848
120
$2.2M 0.27%
26,343
+1,062
121
$2.2M 0.27%
60,266
+2,353
122
$2.2M 0.27%
12,901
+521
123
$2.19M 0.27%
21,311
+861
124
$2.18M 0.27%
41,490
+1,675
125
$2.1M 0.26%
19,500
+786
3 4
5
6 7