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
176
$1.52M 0.19%
55,577
+2,384
177
$1.51M 0.18%
11,085
+477
178
$1.49M 0.18%
15,542
+607
179
$1.49M 0.18%
23,089
+991
180
$1.48M 0.18%
16,492
+707
181
$1.48M 0.18%
8,605
+369
182
$1.48M 0.18%
14,471
+1,020
183
$1.47M 0.18%
11,667
+502
184
$1.46M 0.18%
69,936
+3,013
185
$1.45M 0.18%
10,331
+443
186
$1.44M 0.18%
9,569
+410
187
$1.44M 0.18%
16,972
+728
188
$1.4M 0.17%
17,184
+737
189
$1.4M 0.17%
+28,156
190
$1.39M 0.17%
26,170
+1,122
191
$1.39M 0.17%
63,179
+4,402
192
$1.37M 0.17%
20,291
-4,624
193
$1.34M 0.16%
18,206
+781
194
$1.33M 0.16%
9,939
+426
195
$1.32M 0.16%
9,516
-7,077
196
$1.31M 0.16%
19,123
+758
197
$1.28M 0.16%
11,880
+510
198
$1.27M 0.16%
36,365
+1,559
199
$1.27M 0.16%
17,333
-3,205
200
$1.27M 0.16%
11,395
+451
6 7
8
9 10