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
201
$1.25M 0.15%
13,280
-8,365
202
$1.25M 0.15%
19,867
+975
203
$1.24M 0.15%
19,083
+934
204
$1.24M 0.15%
19,456
+835
205
$1.23M 0.15%
9,549
+411
206
$1.23M 0.15%
57,885
+2,304
207
$1.23M 0.15%
36,322
-32,154
208
$1.22M 0.15%
40,092
+1,732
209
$1.21M 0.15%
20,572
+824
210
$1.2M 0.15%
+15,689
211
$1.19M 0.15%
16,538
+610
212
$1.19M 0.15%
36,313
+1,558
213
$1.19M 0.15%
19,814
+850
214
$1.19M 0.15%
43,800
+2,141
215
$1.18M 0.15%
15,551
+671
216
$1.18M 0.15%
26,263
+973
217
$1.18M 0.15%
15,313
+657
218
$1.16M 0.14%
15,838
+776
219
$1.14M 0.14%
64,294
+2,982
220
$1.13M 0.14%
31,755
+1,466
221
$1.11M 0.14%
23,805
+844
222
$1.11M 0.14%
41,829
+1,557
223
$1.1M 0.14%
21,724
+1,003
224
$1.09M 0.13%
18,649
+751
225
$1.07M 0.13%
9,558
+337
7 8
9
10 11