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
126
$2.05M 0.25%
20,221
-308
127
$2.04M 0.25%
10,139
-173
128
$2.04M 0.25%
5,054
-100
129
$2.01M 0.24%
28,575
-487
130
$2.01M 0.24%
10,149
-1,434
131
$1.92M 0.23%
24,146
-475
132
$1.92M 0.23%
59,365
-901
133
$1.89M 0.23%
41,462
-16,474
134
$1.88M 0.23%
7,826
-119
135
$1.88M 0.23%
28,021
-476
136
$1.86M 0.22%
29,377
-500
137
$1.86M 0.22%
27,705
-10,794
138
$1.86M 0.22%
12,770
-1,891
139
$1.85M 0.22%
31,860
-629
140
$1.85M 0.22%
21,025
-358
141
$1.85M 0.22%
40,869
-621
142
$1.83M 0.22%
28,635
-5,246
143
$1.82M 0.22%
22,731
-1,786
144
$1.81M 0.22%
19,514
-383
145
$1.81M 0.22%
13,255
-227
146
$1.8M 0.22%
23,598
-400
147
$1.79M 0.22%
10,092
-172
148
$1.78M 0.21%
22,642
-447
149
$1.78M 0.21%
10,651
-210
150
$1.77M 0.21%
17,931
-354
4 5
6
7 8