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
101
$2.15M 0.12%
11,298
-951
102
$2.14M 0.11%
20,245
-1,749
103
$2.14M 0.11%
30,572
-12,370
104
$2.13M 0.11%
30,855
-849
105
$2.07M 0.11%
10,399
-657
106
$2.06M 0.11%
13,127
-1,107
107
$2.04M 0.11%
1,278
-110
108
$2.03M 0.11%
26,708
-2,249
109
$2.01M 0.11%
19,317
-1,347
110
$1.99M 0.11%
22,761
-1,919
111
$1.98M 0.11%
15,155
-9,546
112
$1.95M 0.1%
14,772
-1,244
113
$1.95M 0.1%
21,754
-1,834
114
$1.93M 0.1%
10,538
-901
115
$1.92M 0.1%
24,680
-1,477
116
$1.9M 0.1%
48,449
-4,080
117
$1.88M 0.1%
44,680
-11,326
118
$1.88M 0.1%
13,454
-1,133
119
$1.85M 0.1%
38,363
-3,280
120
$1.85M 0.1%
14,593
-70
121
$1.83M 0.1%
29,670
-2,422
122
$1.79M 0.1%
20,479
-1,668
123
$1.77M 0.09%
29,293
-2,397
124
$1.76M 0.09%
9,156
-771
125
$1.75M 0.09%
28,389
-2,625
3 4
5
6 7