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
$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
176
$1.45M 0.19%
16,545
-3,935
177
$1.44M 0.19%
46,561
-1,410
178
$1.44M 0.19%
34,344
-1,041
179
$1.43M 0.19%
31,184
+12,622
180
$1.43M 0.19%
12,860
-390
181
$1.42M 0.18%
12,710
-385
182
$1.42M 0.18%
30,417
+9,673
183
$1.4M 0.18%
10,661
-322
184
$1.4M 0.18%
62,116
-22,004
185
$1.39M 0.18%
19,631
-595
186
$1.38M 0.18%
112,252
-2,761
187
$1.38M 0.18%
10,068
-304
188
$1.36M 0.18%
17,780
-538
189
$1.36M 0.18%
12,661
-384
190
$1.32M 0.17%
44,399
-1,343
191
$1.31M 0.17%
21,423
-649
192
$1.31M 0.17%
24,975
+3,730
193
$1.31M 0.17%
18,419
-557
194
$1.31M 0.17%
+39,711
195
$1.31M 0.17%
15,898
-481
196
$1.29M 0.17%
26,826
-811
197
$1.28M 0.17%
44,829
-1,370
198
$1.27M 0.17%
+31,348
199
$1.26M 0.16%
3,505
+451
200
$1.26M 0.16%
49,285
-1,493
6 7
8
9 10