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
126
$2.03M 0.26%
37,979
+3,416
127
$2.02M 0.26%
14,388
+3,797
128
$2.02M 0.26%
19,168
-582
129
$2.02M 0.26%
29,437
-7,697
130
$1.98M 0.26%
89,160
-19,158
131
$1.96M 0.25%
10,297
-312
132
$1.93M 0.25%
14,444
-437
133
$1.91M 0.25%
49,882
-1,509
134
$1.89M 0.25%
24,481
-743
135
$1.87M 0.24%
33,987
-1,029
136
$1.86M 0.24%
29,444
-892
137
$1.86M 0.24%
30,067
-910
138
$1.86M 0.24%
35,942
+11,963
139
$1.86M 0.24%
62,413
-1,892
140
$1.85M 0.24%
58,794
+31,569
141
$1.85M 0.24%
39,974
-3,901
142
$1.82M 0.24%
24,201
-733
143
$1.8M 0.23%
28,108
-5,552
144
$1.8M 0.23%
14,658
-444
145
$1.79M 0.23%
48,621
-1,472
146
$1.78M 0.23%
30,150
-913
147
$1.76M 0.23%
7,563
+2,236
148
$1.74M 0.23%
69,530
-2,104
149
$1.72M 0.22%
38,747
-1,175
150
$1.71M 0.22%
20,857
-630
4 5
6
7 8