SLI

Sumitomo Life Insurance Portfolio holdings

AUM $3.22B
1-Year Est. Return 18.87%
This Quarter Est. Return
1 Year Est. Return
+18.87%
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
201
$1.26M 0.16%
59,660
+23,692
202
$1.26M 0.16%
1,412,680
-42,800
203
$1.26M 0.16%
20,290
-615
204
$1.25M 0.16%
34,629
-1,049
205
$1.25M 0.16%
15,100
-455
206
$1.24M 0.16%
28,261
-856
207
$1.24M 0.16%
16,631
-501
208
$1.23M 0.16%
31,087
-941
209
$1.22M 0.16%
36,175
-1,095
210
$1.22M 0.16%
32,684
-12,375
211
$1.21M 0.16%
27,038
-819
212
$1.2M 0.16%
25,416
-771
213
$1.18M 0.15%
115,810
-3,510
214
$1.16M 0.15%
32,396
-981
215
$1.15M 0.15%
10,435
-317
216
$1.15M 0.15%
21,142
-639
217
$1.1M 0.14%
11,498
-349
218
$1.1M 0.14%
+10,182
219
$1.09M 0.14%
28,379
-740
220
$1.09M 0.14%
6,025
-3,375
221
$1.07M 0.14%
12,772
-335
222
$1.06M 0.14%
41,617
-1,260
223
$1.06M 0.14%
22,485
-600
224
$994K 0.13%
11,496
-301
225
$984K 0.13%
11,820
-309
7 8
9
10 11