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
126
$2.09M 0.26%
14,661
+1,247
127
$2.09M 0.26%
51,035
+2,059
128
$2.09M 0.26%
26,411
+1,065
129
$2.06M 0.25%
44,448
+1,800
130
$2.02M 0.25%
9,053
+879
131
$2.01M 0.25%
16,454
+663
132
$2M 0.24%
10,871
+437
133
$1.99M 0.24%
6,784
+272
134
$1.99M 0.24%
24,439
+984
135
$1.96M 0.24%
32,749
+2,947
136
$1.96M 0.24%
14,413
+582
137
$1.94M 0.24%
33,881
+3,219
138
$1.93M 0.24%
51,182
+1,999
139
$1.92M 0.24%
20,529
+830
140
$1.88M 0.23%
29,062
+1,172
141
$1.87M 0.23%
29,877
+1,204
142
$1.86M 0.23%
8,697
+559
143
$1.86M 0.23%
52,663
+2,126
144
$1.85M 0.23%
28,497
+1,150
145
$1.84M 0.23%
24,621
+1,056
146
$1.83M 0.22%
21,383
+863
147
$1.82M 0.22%
31,382
+1,346
148
$1.81M 0.22%
13,482
+544
149
$1.8M 0.22%
7,945
+322
150
$1.79M 0.22%
+13,843
4 5
6
7 8