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
151
$1.78M 0.22%
5,154
+221
152
$1.77M 0.22%
3,552
+143
153
$1.76M 0.22%
34,000
+11,949
154
$1.75M 0.22%
19,897
+851
155
$1.74M 0.21%
30,924
+1,327
156
$1.73M 0.21%
10,264
+414
157
$1.71M 0.21%
18,402
+741
158
$1.69M 0.21%
10,861
+466
159
$1.69M 0.21%
23,998
+942
160
$1.69M 0.21%
22,106
+946
161
$1.68M 0.21%
17,369
+702
162
$1.67M 0.2%
18,228
+674
163
$1.67M 0.2%
18,285
+784
164
$1.66M 0.2%
24,393
+1,047
165
$1.64M 0.2%
24,872
+1,068
166
$1.6M 0.2%
24,517
+1,596
167
$1.58M 0.19%
32,489
+1,395
168
$1.58M 0.19%
36,290
+1,557
169
$1.58M 0.19%
14,600
+382
170
$1.56M 0.19%
29,499
+1,266
171
$1.55M 0.19%
139,913
+6,001
172
$1.55M 0.19%
42,775
+1,679
173
$1.54M 0.19%
32,988
+1,415
174
$1.54M 0.19%
16,717
+716
175
$1.54M 0.19%
13,856
+513
5 6
7
8 9