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
151
$1.75M 0.21%
30,772
-610
152
$1.74M 0.21%
30,325
-599
153
$1.72M 0.21%
28,797
-5,203
154
$1.7M 0.2%
28,700
-437
155
$1.69M 0.2%
9,383
-186
156
$1.69M 0.2%
23,807
-14,683
157
$1.68M 0.2%
23,920
-473
158
$1.66M 0.2%
35,588
-702
159
$1.66M 0.2%
16,174
-318
160
$1.65M 0.2%
10,869
-216
161
$1.65M 0.2%
3,493
-59
162
$1.64M 0.2%
17,079
-290
163
$1.63M 0.2%
54,502
-1,075
164
$1.63M 0.2%
24,392
-480
165
$1.63M 0.2%
32,350
-638
166
$1.61M 0.19%
51,781
-882
167
$1.59M 0.19%
19,900
-391
168
$1.59M 0.19%
10,131
-200
169
$1.58M 0.19%
22,528
-10,221
170
$1.56M 0.19%
16,394
-323
171
$1.55M 0.19%
35,675
-638
172
$1.55M 0.19%
13,624
-232
173
$1.54M 0.19%
28,929
-570
174
$1.54M 0.18%
42,060
-715
175
$1.53M 0.18%
8,440
-165
5 6
7
8 9