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
$847M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$48.6M
2
+$2.09M
3
+$1.9M
4
VZ icon
Verizon
VZ
+$1.41M
5
CVX icon
Chevron
CVX
+$1.39M

Top Sells

1
+$1.32M
2
+$1.31M
3
+$1.09M
4
DD icon
DuPont de Nemours
DD
+$1.03M
5
QCOM icon
Qualcomm
QCOM
+$829K

Sector Composition

1 Technology 17.4%
2 Financials 14.76%
3 Healthcare 13.09%
4 Consumer Discretionary 10.34%
5 Communication Services 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.63M 0.19%
19,300
+688
152
$1.62M 0.19%
27,469
+979
153
$1.61M 0.19%
72,634
+1,034
154
$1.61M 0.19%
23,153
+914
155
$1.6M 0.19%
21,639
+854
156
$1.6M 0.19%
16,375
+585
157
$1.6M 0.19%
13,553
+4,822
158
$1.6M 0.19%
19,081
+753
159
$1.59M 0.19%
10,422
+408
160
$1.59M 0.19%
8,241
+295
161
$1.58M 0.19%
6,877
+176
162
$1.57M 0.19%
29,322
+637
163
$1.57M 0.19%
3,350
+204
164
$1.55M 0.18%
28,165
+1,003
165
$1.55M 0.18%
10,981
+444
166
$1.54M 0.18%
21,842
-18,730
167
$1.54M 0.18%
34,088
+1,218
168
$1.52M 0.18%
4,847
+172
169
$1.5M 0.18%
38,802
+1,228
170
$1.49M 0.18%
56,696
+2,025
171
$1.49M 0.18%
33,173
+15,353
172
$1.48M 0.17%
6,532
-3,318
173
$1.48M 0.17%
12,749
-6,693
174
$1.48M 0.17%
27,705
+1,002
175
$1.47M 0.17%
17,090
+610
5 6
7
8 9