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
$1.04B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1 +$26.9M
2 +$25.6M
3 +$18.8M
4
GE icon
GE Aerospace
GE
+$17.4M
5
CVX icon
Chevron
CVX
+$16.8M

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.76%
2 Healthcare 13.65%
3 Technology 13.09%
4 Energy 10.54%
5 Consumer Staples 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$26.9M 2.58%
+298,064
2
$25.6M 2.45%
+1,810,424
3
$18.8M 1.8%
+543,135
4
$17.4M 1.67%
+156,776
5
$16.8M 1.61%
+141,990
6
$16.3M 1.56%
+190,286
7
$16.1M 1.54%
+733,499
8
$15.4M 1.48%
+576,680
9
$15.2M 1.46%
+573,673
10
$14.8M 1.41%
+191,761
11
$14.5M 1.38%
+350,418
12
$14.2M 1.36%
+77,860
13
$13.1M 1.25%
+247,250
14
$11.6M 1.11%
+288,492
15
$10.5M 1.01%
+237,280
16
$10.4M 1%
+217,663
17
$10.2M 0.97%
+202,095
18
$10.2M 0.97%
+117,411
19
$9.85M 0.94%
+405,187
20
$9.59M 0.92%
+745,861
21
$9.07M 0.87%
+365,175
22
$9.01M 0.86%
+116,361
23
$8.94M 0.86%
+146,408
24
$8.81M 0.84%
+192,832
25
$8.55M 0.82%
+353,142