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
101
$2.55M 0.31%
47,075
-802
102
$2.54M 0.31%
21,737
-371
103
$2.5M 0.3%
6,713
-108
104
$2.41M 0.29%
18,287
-293
105
$2.4M 0.29%
12,790
-2,444
106
$2.38M 0.29%
16,462
-2,408
107
$2.35M 0.28%
16,142
-259
108
$2.3M 0.28%
68,364
-6,877
109
$2.27M 0.27%
16,636
-265
110
$2.24M 0.27%
12,698
-203
111
$2.24M 0.27%
9,997
-160
112
$2.22M 0.27%
50,863
-814
113
$2.19M 0.26%
44,621
-10,142
114
$2.19M 0.26%
33,190
-8,020
115
$2.17M 0.26%
6,670
-114
116
$2.17M 0.26%
24,032
-407
117
$2.17M 0.26%
10,690
-181
118
$2.16M 0.26%
43,744
-704
119
$2.16M 0.26%
14,171
-242
120
$2.16M 0.26%
50,181
-854
121
$2.13M 0.26%
19,173
-327
122
$2.13M 0.26%
25,903
-440
123
$2.1M 0.25%
16,208
-246
124
$2.08M 0.25%
26,015
-396
125
$2.07M 0.25%
20,230
-322
3 4
5
6 7