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
$769M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.27M
3
+$1.17M
4
T icon
AT&T
T
+$1.13M
5
EXPE icon
Expedia Group
EXPE
+$1.1M

Top Sells

1
+$2.76M
2
+$2.47M
3
+$1.95M
4
AAPL icon
Apple
AAPL
+$1.62M
5
RTX icon
RTX Corp
RTX
+$1.43M

Sector Composition

1 Healthcare 15.4%
2 Technology 14.32%
3 Financials 14.18%
4 Communication Services 10.84%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25M 3.26%
919,264
-59,432
2
$18.6M 2.42%
336,391
-1,407
3
$13.7M 1.78%
163,508
-8,752
4
$12.2M 1.59%
80,137
-2,450
5
$11.7M 1.52%
395,133
+38,081
6
$11.4M 1.48%
105,478
-3,195
7
$11.2M 1.45%
97,989
-806
8
$10.8M 1.4%
362,340
+9,520
9
$10.6M 1.38%
277,940
-2,420
10
$9.63M 1.25%
258,520
-7,820
11
$9.31M 1.21%
192,516
-5,829
12
$9.12M 1.19%
153,947
-4,340
13
$8.37M 1.09%
154,758
-4,687
14
$8.22M 1.07%
82,811
-2,194
15
$8.2M 1.07%
268,360
+8,044
16
$7.87M 1.02%
169,621
-16,031
17
$7.71M 1%
100,853
+506
18
$7.67M 1%
57,490
-1,739
19
$7.61M 0.99%
92,483
-2,801
20
$7.4M 0.96%
259,843
-7,261
21
$7.37M 0.96%
77,249
-13,310
22
$7.33M 0.95%
260,571
-20,528
23
$6.95M 0.9%
169,890
-4,559
24
$6.71M 0.87%
52,054
+825
25
$6.27M 0.82%
193,873
-5,869
1
2 3 4 5