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
$1.07B
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.28M
3
+$3.99M
4
TJX icon
TJX Companies
TJX
+$2.59M
5
WHR icon
Whirlpool
WHR
+$2.55M

Top Sells

1
+$4.3M
2
+$3.67M
3
+$2.72M
4
T icon
AT&T
T
+$2.12M
5
KR icon
Kroger
KR
+$1.89M

Sector Composition

1 Financials 15.29%
2 Healthcare 14.03%
3 Technology 13.21%
4 Energy 10.68%
5 Industrials 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.3M 2.82%
1,778,448
-31,976
2
$24.7M 2.31%
287,573
-10,491
3
$17.5M 1.63%
152,521
-4,255
4
$17.3M 1.61%
142,288
+298
5
$16.9M 1.57%
194,827
+4,541
6
$16.7M 1.56%
765,579
+32,080
7
$16.7M 1.56%
500,938
-42,197
8
$14.6M 1.36%
352,682
+2,264
9
$14.5M 1.35%
82,010
+4,150
10
$14M 1.3%
185,000
-6,761
11
$14M 1.3%
512,574
-61,099
12
$12.6M 1.18%
493,668
-83,012
13
$12.3M 1.15%
238,543
-8,707
14
$11.3M 1.05%
232,037
+14,374
15
$10.9M 1.02%
288,805
+313
16
$9.99M 0.93%
148,356
+1,948
17
$9.93M 0.93%
719,596
-26,265
18
$9.87M 0.92%
217,228
-20,052
19
$9.81M 0.91%
113,276
-4,135
20
$9.74M 0.91%
208,733
+6,638
21
$9.62M 0.9%
153,130
+19,854
22
$9.61M 0.9%
410,490
+5,303
23
$9.33M 0.87%
195,304
+2,472
24
$8.75M 0.82%
99,020
+3,315
25
$8.72M 0.81%
262,941
-9,594
1
2 3 4 5