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
$832M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.48M
3
+$1.33M
4
TXRH icon
Texas Roadhouse
TXRH
+$1.3M
5
COR icon
Cencora
COR
+$1.27M

Top Sells

1
+$3.88M
2
+$2.13M
3
+$1.46M
4
ABT icon
Abbott
ABT
+$1.4M
5
MCK icon
McKesson
MCK
+$1.33M

Sector Composition

1 Technology 19.04%
2 Financials 15.7%
3 Healthcare 14.88%
4 Consumer Discretionary 10.69%
5 Communication Services 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.3M 0.16%
+18,787
202
$1.29M 0.15%
16,291
-247
203
$1.28M 0.15%
27,746
-410
204
$1.28M 0.15%
11,200
-195
205
$1.27M 0.15%
+13,785
206
$1.27M 0.15%
137,206
-2,707
207
$1.26M 0.15%
19,071
-385
208
$1.25M 0.15%
19,406
-461
209
$1.24M 0.15%
11,887
-2,713
210
$1.23M 0.15%
35,648
-717
211
$1.23M 0.15%
41,246
-583
212
$1.22M 0.15%
39,270
-822
213
$1.21M 0.15%
18,698
-385
214
$1.2M 0.14%
+9,759
215
$1.2M 0.14%
11,646
-234
216
$1.16M 0.14%
42,804
-996
217
$1.14M 0.14%
+17,027
218
$1.13M 0.14%
6,430
-2,267
219
$1.12M 0.13%
23,514
-291
220
$1.12M 0.13%
6,097
-145
221
$1.12M 0.13%
62,999
-1,295
222
$1.07M 0.13%
11,572
-2,271
223
$1.06M 0.13%
9,442
-116
224
$1.06M 0.13%
7,054
-88
225
$1.06M 0.13%
15,371
-363
7 8
9
10 11