SLI

Sumitomo Life Insurance Portfolio holdings

AUM $3.22B
1-Year Est. Return 18.87%
This Quarter Est. Return
1 Year Est. Return
+18.87%
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
151
$1.7M 0.22%
39,358
-1,194
152
$1.7M 0.22%
56,209
-1,700
153
$1.69M 0.22%
21,552
-653
154
$1.65M 0.21%
8,328
-252
155
$1.64M 0.21%
28,572
+2,308
156
$1.63M 0.21%
22,608
+2,652
157
$1.63M 0.21%
89,870
-2,725
158
$1.62M 0.21%
32,289
-977
159
$1.62M 0.21%
156,956
-40,930
160
$1.6M 0.21%
10,195
-310
161
$1.58M 0.21%
40,440
-1,224
162
$1.57M 0.2%
15,380
-466
163
$1.56M 0.2%
35,164
+7,380
164
$1.55M 0.2%
11,157
+3,358
165
$1.52M 0.2%
21,045
-636
166
$1.51M 0.2%
22,495
-682
167
$1.51M 0.2%
54,055
-1,638
168
$1.51M 0.2%
56,855
-35,097
169
$1.51M 0.2%
13,411
-407
170
$1.48M 0.19%
32,200
-974
171
$1.47M 0.19%
46,694
-1,414
172
$1.47M 0.19%
27,917
-846
173
$1.47M 0.19%
69,502
-2,104
174
$1.47M 0.19%
29,431
+10,587
175
$1.46M 0.19%
18,647
-6,724
5 6
7
8 9