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
$1.11B
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.49M
3
+$2.31M
4
PRU icon
Prudential Financial
PRU
+$1.91M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.77M

Top Sells

1
+$2.33M
2
+$2.09M
3
+$2.01M
4
PSX icon
Phillips 66
PSX
+$1.9M
5
LUV icon
Southwest Airlines
LUV
+$1.84M

Sector Composition

1 Financials 15.66%
2 Healthcare 13.71%
3 Technology 13.55%
4 Industrials 10.45%
5 Energy 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.2M 3.07%
1,704,248
-74,200
2
$27.6M 2.48%
272,467
-15,106
3
$20.8M 1.87%
745,143
-20,436
4
$19.2M 1.73%
512,184
+11,246
5
$18.9M 1.71%
141,041
-11,480
6
$16.7M 1.5%
133,766
-8,522
7
$16.4M 1.48%
179,219
-15,608
8
$14.8M 1.33%
325,300
-27,382
9
$13.9M 1.25%
77,249
-4,761
10
$13.8M 1.25%
170,131
-14,869
11
$13.4M 1.21%
460,813
-51,761
12
$13.2M 1.19%
226,018
-12,525
13
$12.4M 1.12%
467,772
-25,896
14
$11.4M 1.02%
218,043
-13,994
15
$11.2M 1.01%
271,498
-17,307
16
$10.8M 0.97%
140,714
+10,428
17
$10.6M 0.96%
681,805
-37,791
18
$10.3M 0.93%
139,119
-9,237
19
$10.2M 0.92%
512,500
-21,600
20
$9.75M 0.88%
129,758
-23,372
21
$9.67M 0.87%
196,874
-11,859
22
$9.6M 0.86%
172,356
-22,948
23
$9.53M 0.86%
249,129
-13,812
24
$9.35M 0.84%
107,327
-5,949
25
$9.27M 0.83%
194,048
-23,180
1
2 3 4 5