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
$832M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.48M
3
+$1.33M
4
TXRH icon
Texas Roadhouse
TXRH
+$1.3M
5
COR icon
Cencora
COR
+$1.27M

Top Sells

1
+$3.88M
2
+$2.13M
3
+$1.46M
4
ABT icon
Abbott
ABT
+$1.4M
5
MCK icon
McKesson
MCK
+$1.33M

Sector Composition

1 Technology 19.04%
2 Financials 15.7%
3 Healthcare 14.88%
4 Consumer Discretionary 10.69%
5 Communication Services 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.2M 4.59%
677,224
-10,344
2
$27.2M 3.26%
271,280
-12,540
3
$27.1M 3.26%
236,898
-9,331
4
$14.1M 1.69%
232,860
-35,360
5
$13.5M 1.62%
97,409
-5,600
6
$13.1M 1.57%
79,644
-4,298
7
$12M 1.45%
141,512
-2,393
8
$11.5M 1.38%
389,244
-29,370
9
$11.3M 1.36%
99,991
-34,408
10
$11.1M 1.33%
185,360
-3,140
11
$10.7M 1.28%
40,071
-3,719
12
$10.2M 1.22%
67,887
-1,157
13
$8.97M 1.08%
189,714
-16,484
14
$8.7M 1.05%
165,484
+10,449
15
$8.44M 1.01%
69,040
-7,185
16
$8.31M 1%
198,857
-15,191
17
$8.3M 1%
40,076
-1,475
18
$8.12M 0.98%
166,822
-2,840
19
$8.02M 0.96%
36,010
-615
20
$7.09M 0.85%
19,077
-325
21
$7.09M 0.85%
33,135
-564
22
$6.98M 0.84%
59,660
-2,161
23
$6.92M 0.83%
272,736
-4,433
24
$6.79M 0.82%
146,947
-11,466
25
$6.5M 0.78%
121,747
+6,487
1
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