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
$730M
AUM Growth
-$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.94M
3
+$1.93M
4
IPG icon
Interpublic Group of Companies
IPG
+$1.89M
5
CHTR icon
Charter Communications
CHTR
+$1.86M

Top Sells

1
+$3.57M
2
+$2.09M
3
+$1.99M
4
AAPL icon
Apple
AAPL
+$1.64M
5
GILD icon
Gilead Sciences
GILD
+$1.62M

Sector Composition

1 Healthcare 15.68%
2 Financials 13.86%
3 Technology 13.51%
4 Communication Services 10.48%
5 Consumer Staples 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.3M 2.79%
850,500
-68,764
2
$16M 2.19%
312,720
-23,671
3
$14.6M 2.01%
156,135
-7,373
4
$12.4M 1.69%
101,892
-3,586
5
$12M 1.65%
336,160
-26,180
6
$11.8M 1.62%
362,491
-32,642
7
$11.7M 1.6%
77,412
-2,725
8
$10.3M 1.41%
90,293
-7,696
9
$9.04M 1.24%
145,441
-8,506
10
$8.91M 1.22%
253,200
-24,740
11
$8.64M 1.18%
249,700
-8,820
12
$8.35M 1.14%
149,497
-5,261
13
$8.08M 1.11%
170,743
-21,773
14
$7.95M 1.09%
237,887
-22,684
15
$7.78M 1.07%
238,814
-29,546
16
$7.56M 1.04%
89,338
-3,145
17
$7.48M 1.03%
71,376
-5,873
18
$7.42M 1.02%
58,103
+613
19
$7.02M 0.96%
94,639
-6,214
20
$6.9M 0.95%
240,496
-19,347
21
$6.36M 0.87%
45,051
-7,003
22
$6.35M 0.87%
139,991
-29,630
23
$6.14M 0.84%
187,280
-6,593
24
$6.05M 0.83%
87,767
-7,298
25
$6.01M 0.82%
61,440
-21,371
1
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