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
$883M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$1.9M
3
+$1.76M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.57M
5
DOW icon
Dow Inc
DOW
+$1.33M

Top Sells

1
+$2.36M
2
+$1.15M
3
+$1M
4
CTAS icon
Cintas
CTAS
+$914K
5
PEG icon
Public Service Enterprise Group
PEG
+$691K

Sector Composition

1 Technology 18.99%
2 Financials 14.65%
3 Healthcare 13.41%
4 Consumer Discretionary 9.8%
5 Communication Services 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.3M 6.04%
165,000
2
$40M 4.53%
544,376
+13,240
3
$33.7M 3.81%
213,456
+12,025
4
$22.4M 2.54%
242,340
+13,020
5
$15.6M 1.77%
75,919
+10,477
6
$13.7M 1.55%
204,260
+9,540
7
$12.6M 1.42%
90,095
+5,075
8
$11.4M 1.3%
60,854
+3,205
9
$11.2M 1.26%
167,000
+9,420
10
$10.8M 1.22%
306,387
+15,765
11
$10.6M 1.2%
72,354
+4,077
12
$9.74M 1.1%
78,013
+4,654
13
$9.39M 1.06%
31,928
+1,705
14
$9.22M 1.04%
154,035
+8,090
15
$8.9M 1.01%
127,507
+7,183
16
$8.52M 0.97%
28,525
+1,607
17
$8.43M 0.95%
58,270
+3,535
18
$8.05M 0.91%
36,854
+2,121
19
$7.67M 0.87%
259,713
+12,628
20
$7.39M 0.84%
137,368
+7,737
21
$7.37M 0.84%
84,955
+4,785
22
$7.21M 0.82%
59,856
+3,076
23
$7.21M 0.82%
150,313
+8,466
24
$7.08M 0.8%
115,398
-4,258
25
$6.9M 0.78%
20,931
+1,084
1
2 3 4 5