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
176
$1.32M 0.07%
30,580
-2,205
177
$1.32M 0.07%
6,008
-407
178
$1.32M 0.07%
38,683
-2,725
179
$1.3M 0.07%
51,351
-3,625
180
$1.3M 0.07%
6,873
-547
181
$1.28M 0.07%
14,642
-1,054
182
$1.25M 0.07%
13,977
-1,008
183
$1.24M 0.07%
47,800
-3,001
184
$1.24M 0.07%
13,895
-275
185
$1.22M 0.07%
17,208
-1,372
186
$1.22M 0.07%
11,680
-926
187
$1.19M 0.06%
31,847
-5,549
188
$1.19M 0.06%
19,876
+10,408
189
$1.19M 0.06%
15,212
-1,216
190
$1.18M 0.06%
11,745
-796
191
$1.18M 0.06%
61,929
-3,908
192
$1.18M 0.06%
22,720
-1,434
193
$1.15M 0.06%
12,562
-837
194
$1.14M 0.06%
50,931
-3,668
195
$1.14M 0.06%
17,362
-1,096
196
$1.13M 0.06%
7,283
-458
197
$1.13M 0.06%
30,794
-1,998
198
$1.08M 0.06%
5,016
-320
199
$1.08M 0.06%
17,670
200
$1.06M 0.06%
9,990
-606
6 7
8
9 10