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
$769M
AUM Growth
-$78.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.47M
3
+$1.32M
4
A icon
Agilent Technologies
A
+$1.3M
5
VMC icon
Vulcan Materials
VMC
+$1.24M

Top Sells

1
+$3.82M
2
+$3.58M
3
+$2.59M
4
AMZN icon
Amazon
AMZN
+$2.57M
5
WP
Worldpay, Inc.
WP
+$2.09M

Sector Composition

1 Technology 17.93%
2 Financials 14.5%
3 Healthcare 12.73%
4 Consumer Discretionary 10.04%
5 Communication Services 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.3M 6.41%
165,000
2
$29.7M 3.87%
531,136
-68,288
3
$28M 3.64%
201,431
-25,776
4
$19.9M 2.59%
229,320
-29,600
5
$11.9M 1.55%
194,720
-25,240
6
$11.7M 1.52%
65,442
-8,360
7
$10M 1.3%
85,020
-10,862
8
$9.92M 1.29%
57,649
-7,313
9
$9.61M 1.25%
157,580
-20,140
10
$9.12M 1.19%
73,359
-8,370
11
$8.83M 1.15%
68,277
-19,988
12
$8.5M 1.11%
120,324
-15,373
13
$8.48M 1.1%
290,622
-61,849
14
$8.06M 1.05%
34,733
-4,503
15
$7.52M 0.98%
145,945
-30,699
16
$7.31M 0.95%
26,918
-3,395
17
$7.22M 0.94%
119,656
-15,479
18
$7.13M 0.93%
54,735
-6,564
19
$7.06M 0.92%
247,085
20
$7.01M 0.91%
141,847
-18,121
21
$6.73M 0.88%
56,780
-16,407
22
$6.72M 0.87%
123,401
-15,963
23
$6.57M 0.85%
30,223
-3,701
24
$6.54M 0.85%
129,631
-16,562
25
$6.44M 0.84%
80,170
-10,243
1
2 3 4 5