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
$1.05B
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.62M
3
+$2.5M
4
MCO icon
Moody's
MCO
+$2.23M
5
LLTC
Linear Technology Corp
LLTC
+$2.11M

Top Sells

1
+$3.6M
2
+$2.32M
3
+$1.89M
4
VIAB
Viacom Inc. Class B
VIAB
+$1.79M
5
WFC icon
Wells Fargo
WFC
+$1.71M

Sector Composition

1 Financials 14.79%
2 Technology 14.53%
3 Healthcare 13.8%
4 Energy 10.69%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.6M 3.11%
1,402,316
-154,960
2
$25.4M 2.43%
252,570
+1,317
3
$19.6M 1.88%
471,142
-10,368
4
$18.3M 1.75%
631,549
-57,665
5
$16.4M 1.57%
156,711
-3,526
6
$14.8M 1.42%
117,701
-9,178
7
$14.3M 1.37%
109,445
-11,789
8
$14.1M 1.34%
267,416
-32,555
9
$12.4M 1.18%
157,706
+821
10
$11.7M 1.12%
239,547
-9,507
11
$11.5M 1.1%
200,232
-8,188
12
$11.1M 1.06%
415,050
-16,297
13
$10.6M 1.02%
377,111
-44,397
14
$10.3M 0.99%
59,540
-8,929
15
$9.69M 0.93%
228,730
-17,316
16
$9.56M 0.91%
235,870
+6,140
17
$9.42M 0.9%
170,592
-8,346
18
$9.22M 0.88%
599,953
-84,808
19
$9.22M 0.88%
107,540
-19,864
20
$9.01M 0.86%
76,419
-6,048
21
$8.99M 0.86%
291,104
-7,794
22
$8.25M 0.79%
122,604
+10,018
23
$8.25M 0.79%
104,156
-1,840
24
$8.17M 0.78%
328,594
-8,618
25
$8.05M 0.77%
97,139
-22,747
1
2 3 4 5