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
$785M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.43M
3
+$2.32M
4
ALB icon
Albemarle
ALB
+$1.7M
5
DD icon
DuPont de Nemours
DD
+$1.58M

Top Sells

1
+$2.48M
2
+$2.03M
3
+$1.85M
4
RAI
Reynolds American Inc
RAI
+$1.82M
5
AXP icon
American Express
AXP
+$1.72M

Sector Composition

1 Financials 16.43%
2 Technology 16.28%
3 Healthcare 14.27%
4 Communication Services 10.39%
5 Consumer Discretionary 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.5M 3.76%
766,836
-23,680
2
$18.1M 2.31%
243,568
-4,348
3
$15.2M 1.94%
89,192
-1,738
4
$14.8M 1.89%
308,160
-6,040
5
$14.1M 1.79%
108,212
+3,372
6
$13.7M 1.74%
143,291
-2,962
7
$12.5M 1.59%
256,360
-2,100
8
$10.1M 1.29%
123,702
-2,250
9
$9.7M 1.24%
382,870
-6,964
10
$8.94M 1.14%
76,065
-1,658
11
$8.71M 1.11%
44,461
-948
12
$8.65M 1.1%
180,300
-3,260
13
$8.27M 1.05%
214,808
-9,894
14
$8.19M 1.04%
77,772
-1,405
15
$8.16M 1.04%
275,679
-10,219
16
$7.99M 1.02%
209,885
-728
17
$7.74M 0.99%
140,414
-2,541
18
$7.29M 0.93%
161,943
+51,480
19
$6.81M 0.87%
74,816
-6,402
20
$6.74M 0.86%
48,238
+11,309
21
$6.62M 0.84%
195,333
-3,556
22
$6.56M 0.84%
40,098
-9,751
23
$6.3M 0.8%
43,215
-942
24
$6.23M 0.79%
85,671
-1,558
25
$6.16M 0.78%
100,743
-1,832
1
2 3 4 5