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
$847M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$48.6M
2
+$2.09M
3
+$1.9M
4
VZ icon
Verizon
VZ
+$1.41M
5
CVX icon
Chevron
CVX
+$1.39M

Top Sells

1
+$1.32M
2
+$1.31M
3
+$1.09M
4
DD icon
DuPont de Nemours
DD
+$1.03M
5
QCOM icon
Qualcomm
QCOM
+$829K

Sector Composition

1 Technology 17.4%
2 Financials 14.76%
3 Healthcare 13.09%
4 Consumer Discretionary 10.34%
5 Communication Services 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.23M 0.15%
+19,434
202
$1.22M 0.14%
7,430
+235
203
$1.22M 0.14%
17,716
-10,740
204
$1.21M 0.14%
+24,566
205
$1.21M 0.14%
26,352
+834
206
$1.2M 0.14%
8,165
+2,185
207
$1.18M 0.14%
13,123
-2,315
208
$1.15M 0.14%
10,680
+337
209
$1.14M 0.13%
13,065
-372
210
$1.14M 0.13%
35,482
+1,120
211
$1.13M 0.13%
8,460
+268
212
$1.13M 0.13%
12,060
+1,314
213
$1.12M 0.13%
13,177
+426
214
$1.11M 0.13%
12,918
+341
215
$1.11M 0.13%
49,356
+1,559
216
$1.08M 0.13%
60,610
+1,712
217
$1.06M 0.13%
33,993
+1,074
218
$1.05M 0.12%
28,748
-5,029
219
$1.05M 0.12%
+23,114
220
$1.03M 0.12%
6,699
+178
221
$1.02M 0.12%
20,164
+533
222
$1.02M 0.12%
30,368
+959
223
$1M 0.12%
18,386
+488
224
$993K 0.12%
45,728
+38,391
225
$990K 0.12%
5,822
+140
7 8
9
10 11