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
$707M
AUM Growth
+$6.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.09M
3
+$1.05M
4
COO icon
Cooper Companies
COO
+$1.05M
5
HSY icon
Hershey
HSY
+$1.01M

Top Sells

1
+$2.22M
2
+$2.02M
3
+$1.51M
4
GS icon
Goldman Sachs
GS
+$1.44M
5
NWL icon
Newell Brands
NWL
+$1.39M

Sector Composition

1 Financials 16.42%
2 Technology 16.11%
3 Healthcare 13.57%
4 Communication Services 10.81%
5 Consumer Discretionary 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.8M 3.79%
747,372
-37,124
2
$18M 2.54%
273,061
-12,574
3
$13M 1.84%
293,760
-13,300
4
$11.9M 1.68%
95,370
-4,667
5
$11.8M 1.66%
133,819
-6,735
6
$11.6M 1.63%
81,373
-1,104
7
$10.9M 1.54%
132,417
-15,396
8
$10M 1.42%
236,360
+5,040
9
$9.21M 1.3%
222,000
-13,780
10
$8.81M 1.25%
373,410
-23,184
11
$8.37M 1.18%
266,715
-64,413
12
$8.14M 1.15%
90,619
-4,544
13
$7.78M 1.1%
207,063
-11,141
14
$7.62M 1.08%
136,930
-8,499
15
$7.26M 1.03%
44,267
-1,390
16
$7.18M 1.02%
66,883
-2,990
17
$7.17M 1.01%
80,648
-2,786
18
$7.11M 1%
117,253
-2,038
19
$7.01M 0.99%
47,747
-4,266
20
$7M 0.99%
49,043
-15,521
21
$6.18M 0.87%
190,457
-42,053
22
$6.12M 0.87%
181,165
-9,389
23
$5.76M 0.81%
118,066
-18,443
24
$5.69M 0.8%
95,082
-5,902
25
$5.56M 0.79%
77,847
-2,341
1
2 3 4 5