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
$4.2B
AUM Growth
+$464M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$93.2M
3
+$60.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$31.1M
5
LAD icon
Lithia Motors
LAD
+$1.7M

Top Sells

1
+$145M
2
+$41.3M
3
+$14.9M
4
MU icon
Micron Technology
MU
+$1.91M
5
AAPL icon
Apple
AAPL
+$1.8M

Sector Composition

1 Technology 5.09%
2 Healthcare 2.48%
3 Financials 2.37%
4 Consumer Discretionary 2.2%
5 Communication Services 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.15M 0.03%
4,277
-146
202
$1.15M 0.03%
17,310
-464
203
$1.13M 0.03%
7,082
-189
204
$1.13M 0.03%
4,360
-118
205
$1.12M 0.03%
12,831
-445
206
$1.05M 0.02%
40,239
-1,078
207
$1.04M 0.02%
6,218
-217
208
$1.04M 0.02%
4,501
-121
209
$1.04M 0.02%
19,869
-533
210
$1.04M 0.02%
11,259
-303
211
$1.02M 0.02%
4,385
-176
212
$1.02M 0.02%
23,034
-617
213
$1.02M 0.02%
7,668
-267
214
$1.02M 0.02%
13,349
-357
215
$980K 0.02%
3,992
-114
216
$975K 0.02%
6,114
-209
217
$975K 0.02%
8,223
-221
218
$964K 0.02%
10,651
-285
219
$962K 0.02%
6,631
-190
220
$952K 0.02%
8,782
-306
221
$951K 0.02%
4,917
-171
222
$940K 0.02%
21,773
-759
223
$924K 0.02%
16,252
-557
224
$917K 0.02%
18,208
-642
225
$895K 0.02%
5,471
-178
7 8
9
10 11