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
151
$1.47M 0.08%
14,955
-1,225
152
$1.47M 0.08%
3,326
-273
153
$1.46M 0.08%
21,912
-1,876
154
$1.46M 0.08%
20,960
-1,886
155
$1.45M 0.08%
11,252
-1,024
156
$1.44M 0.08%
33,606
-797
157
$1.43M 0.08%
61,189
+33,437
158
$1.42M 0.08%
9,187
-611
159
$1.42M 0.08%
37,672
-2,646
160
$1.41M 0.08%
8,042
-566
161
$1.41M 0.08%
5,826
-464
162
$1.4M 0.08%
21,579
-1,079
163
$1.4M 0.08%
14,509
-1,153
164
$1.4M 0.07%
7,248
-300
165
$1.4M 0.07%
15,238
-1,213
166
$1.39M 0.07%
24,560
-1,769
167
$1.39M 0.07%
7,955
-632
168
$1.39M 0.07%
32,815
+15,062
169
$1.37M 0.07%
40,551
-3,063
170
$1.37M 0.07%
27,025
+7,035
171
$1.36M 0.07%
11,924
-539
172
$1.35M 0.07%
7,086
-528
173
$1.35M 0.07%
6,524
-380
174
$1.34M 0.07%
15,586
-1,099
175
$1.32M 0.07%
12,773
+6,826
5 6
7
8 9