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
$792M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$2.82M
3
+$1.75M
4
KO icon
Coca-Cola
KO
+$1.56M
5
JNJ icon
Johnson & Johnson
JNJ
+$997K

Top Sells

1
+$9.81M
2
+$2.7M
3
+$1.46M
4
HPQ icon
HP
HPQ
+$1.34M
5
HDB icon
HDFC Bank
HDB
+$1.21M

Sector Composition

1 Healthcare 16.39%
2 Financials 15.45%
3 Technology 14.03%
4 Communication Services 10.17%
5 Consumer Discretionary 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.8M 3.25%
978,696
-40,148
2
$18.7M 2.37%
337,798
-3,676
3
$13.4M 1.69%
172,260
-4,060
4
$12.3M 1.56%
82,587
-6,924
5
$11.9M 1.5%
352,820
+21,000
6
$11.2M 1.41%
108,673
+9,708
7
$10.9M 1.38%
+280,360
8
$10.8M 1.36%
198,345
-4,676
9
$10.5M 1.32%
158,287
-673
10
$10.3M 1.31%
98,795
-514
11
$10.1M 1.28%
266,340
-258,560
12
$9.28M 1.17%
357,052
-9,848
13
$8.93M 1.13%
85,005
+953
14
$8.61M 1.09%
281,099
-18,177
15
$8.15M 1.03%
90,559
+3,159
16
$7.98M 1.01%
185,652
+36,360
17
$7.83M 0.99%
59,229
-1,397
18
$7.78M 0.98%
100,347
-566
19
$7.65M 0.97%
454,636
-10,715
20
$7.57M 0.96%
95,284
-2,246
21
$7.43M 0.94%
73,465
+2,107
22
$7.37M 0.93%
159,445
-3,804
23
$7.34M 0.93%
260,316
+99,818
24
$7.25M 0.92%
267,104
+4,100
25
$6.88M 0.87%
199,742
-4,728
1
2 3 4 5