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
201
$1.06M 0.06%
5,864
-161
202
$1.05M 0.06%
25,420
-1,649
203
$1.04M 0.06%
16,295
-2,632
204
$1.03M 0.06%
8,814
-436
205
$1.03M 0.06%
20,492
-813
206
$1.02M 0.05%
18,758
-1,216
207
$1.02M 0.05%
35,704
-2,316
208
$990K 0.05%
7,600
+600
209
$987K 0.05%
7,611
-460
210
$985K 0.05%
15,496
-1,076
211
$961K 0.05%
16,339
-1,240
212
$937K 0.05%
6,680
-406
213
$933K 0.05%
21,038
-1,466
214
$893K 0.05%
16,335
-790
215
$892K 0.05%
8,770
-676
216
$890K 0.05%
10,643
-494
217
$879K 0.05%
31,880
-2,217
218
$848K 0.05%
26,029
-1,211
219
$823K 0.04%
9,531
-732
220
$813K 0.04%
53,587
-4,117
221
$792K 0.04%
17,400
-808
222
$785K 0.04%
25,186
-1,164
223
$785K 0.04%
30,080
-2,061
224
$767K 0.04%
41,729
-1,968
225
$758K 0.04%
4,443
-354
7 8
9
10 11