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
$847M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$48.6M
2
+$2.09M
3
+$1.9M
4
VZ icon
Verizon
VZ
+$1.41M
5
CVX icon
Chevron
CVX
+$1.39M

Top Sells

1
+$1.32M
2
+$1.31M
3
+$1.09M
4
DD icon
DuPont de Nemours
DD
+$1.03M
5
QCOM icon
Qualcomm
QCOM
+$829K

Sector Composition

1 Technology 17.4%
2 Financials 14.76%
3 Healthcare 13.09%
4 Consumer Discretionary 10.34%
5 Communication Services 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.6M 5.74%
+165,000
2
$30.4M 3.59%
227,207
+9,069
3
$29.7M 3.5%
599,424
+1,516
4
$24.5M 2.89%
258,920
+10,980
5
$14.2M 1.68%
73,802
+2,952
6
$12.3M 1.45%
88,265
+3,525
7
$11.9M 1.41%
219,960
+9,000
8
$11.3M 1.33%
64,962
-1,368
9
$10.7M 1.27%
95,882
+3,847
10
$10.4M 1.23%
135,697
+5,440
11
$10.2M 1.21%
352,471
+20,465
12
$9.61M 1.13%
177,720
+7,120
13
$9.11M 1.07%
73,187
+11,136
14
$8.96M 1.06%
81,729
+17,292
15
$8.76M 1.03%
159,968
+6,453
16
$8.56M 1.01%
61,299
+2,308
17
$8.46M 1%
176,644
+6,642
18
$8.28M 0.98%
33,924
-1,371
19
$8.27M 0.98%
201,289
+7,580
20
$8.16M 0.96%
39,236
+1,993
21
$8.02M 0.95%
30,313
-2,827
22
$7.72M 0.91%
135,135
+24,632
23
$7.23M 0.85%
90,413
+3,646
24
$7.1M 0.84%
139,364
+7,404
25
$6.92M 0.82%
146,193
-3,658
1
2 3 4 5