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
$815M
AUM Growth
+$58.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.83M
3
+$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.51M
5
WFC icon
Wells Fargo
WFC
+$1.48M

Top Sells

1
+$1.56M
2
+$1.54M
3
+$1.48M
4
ULTA icon
Ulta Beauty
ULTA
+$1.43M
5
LOW icon
Lowe's Companies
LOW
+$1.4M

Sector Composition

1 Technology 18.05%
2 Financials 16.2%
3 Healthcare 13.75%
4 Consumer Discretionary 10.64%
5 Communication Services 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.8M 3.9%
687,568
+5,424
2
$24.3M 2.98%
246,229
+15,331
3
$24.1M 2.96%
283,820
+10,260
4
$16.3M 2%
83,942
+2,182
5
$15.1M 1.86%
268,220
+32,500
6
$14M 1.72%
134,399
+6,207
7
$12.5M 1.53%
103,009
+3,775
8
$11.9M 1.46%
143,905
+30,913
9
$11.8M 1.45%
418,614
+25,577
10
$10.7M 1.32%
43,790
+2,926
11
$10.5M 1.29%
188,500
+7,380
12
$10.3M 1.26%
206,198
+13,380
13
$9.64M 1.18%
76,225
+5,353
14
$9.14M 1.12%
69,044
+2,786
15
$8.6M 1.05%
155,035
+26,776
16
$8.11M 0.99%
41,551
+4,933
17
$7.37M 0.9%
214,048
+19,782
18
$7.3M 0.9%
169,662
+6,847
19
$7.2M 0.88%
36,625
+1,479
20
$6.95M 0.85%
158,413
+9,816
21
$6.72M 0.82%
277,169
+40,679
22
$6.51M 0.8%
19,402
+783
23
$6.48M 0.79%
61,821
+3,456
24
$6.41M 0.79%
26,304
-373
25
$6.29M 0.77%
33,699
+1,323
1
2 3 4 5