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
126
$1.75M 0.09%
21,876
-1,844
127
$1.75M 0.09%
35,003
-2,865
128
$1.73M 0.09%
32,560
+15,038
129
$1.73M 0.09%
23,604
-1,988
130
$1.73M 0.09%
5,528
+1,130
131
$1.72M 0.09%
34,899
-2,984
132
$1.71M 0.09%
17,650
-1,527
133
$1.69M 0.09%
19,813
+9,769
134
$1.69M 0.09%
49,985
-4,210
135
$1.68M 0.09%
26,874
-2,322
136
$1.68M 0.09%
21,667
-1,774
137
$1.67M 0.09%
8,432
-689
138
$1.66M 0.09%
28,183
-1,108
139
$1.64M 0.09%
8,541
-720
140
$1.62M 0.09%
44,021
-3,806
141
$1.6M 0.09%
20,099
-1,645
142
$1.57M 0.08%
9,703
-791
143
$1.57M 0.08%
55,965
-16,620
144
$1.56M 0.08%
13,659
-1,118
145
$1.54M 0.08%
26,250
+9,120
146
$1.53M 0.08%
14,425
-1,311
147
$1.51M 0.08%
37,180
-3,178
148
$1.51M 0.08%
20,305
-816
149
$1.48M 0.08%
14,031
-1,148
150
$1.47M 0.08%
15,164
-1,820
4 5
6
7 8