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
$701M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.69M
3
+$1.34M
4
IBM icon
IBM
IBM
+$1.3M
5
PTC icon
PTC
PTC
+$1.27M

Top Sells

1
+$2.05M
2
+$1.87M
3
+$1.68M
4
BLOX
Infoblox Inc
BLOX
+$1.58M
5
CAH icon
Cardinal Health
CAH
+$1.4M

Sector Composition

1 Financials 16.54%
2 Technology 15.08%
3 Healthcare 13.67%
4 Communication Services 10.78%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.7M 3.24%
784,496
+21,664
2
$17.7M 2.53%
285,635
+6,727
3
$13.3M 1.9%
147,813
+3,447
4
$12.1M 1.73%
140,554
+9,318
5
$11.5M 1.64%
100,037
+9,066
6
$11.5M 1.64%
307,060
+7,260
7
$10.6M 1.52%
331,128
+7,952
8
$9.78M 1.39%
64,564
+1,435
9
$9.49M 1.35%
82,477
+1,967
10
$9.16M 1.31%
231,320
+5,680
11
$9.1M 1.3%
235,780
+12,840
12
$8.77M 1.25%
396,594
+57,054
13
$8.22M 1.17%
69,873
+1,652
14
$8.02M 1.14%
145,429
+3,233
15
$8M 1.14%
95,163
+13,099
16
$7.53M 1.07%
218,204
+5,478
17
$7.31M 1.04%
45,657
+5,526
18
$7.29M 1.04%
136,509
+3,034
19
$7.17M 1.02%
232,510
+5,167
20
$6.97M 0.99%
52,013
+212
21
$6.7M 0.96%
119,291
+16,350
22
$6.51M 0.93%
83,434
+350
23
$6M 0.86%
100,984
+2,246
24
$5.84M 0.83%
56,084
+1,246
25
$5.76M 0.82%
190,554
-23,914
1
2 3 4 5