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
$1.41B
AUM Growth
+$523M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$686M
2
+$2.39M
3
+$1.15M
4
UNP icon
Union Pacific
UNP
+$1.14M
5
ROST icon
Ross Stores
ROST
+$874K

Top Sells

1
+$1.42M
2
+$1.18M
3
+$1.03M
4
MS icon
Morgan Stanley
MS
+$972K
5
JWN
Nordstrom
JWN
+$841K

Sector Composition

1 Technology 10.97%
2 Healthcare 7.5%
3 Financials 6.39%
4 Consumer Discretionary 5.02%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$728M 51.81%
2,817,917
+2,652,917
2
$34.3M 2.44%
540,040
-4,336
3
$34.2M 2.44%
217,036
+3,580
4
$24.3M 1.73%
249,460
+7,120
5
$13.1M 0.93%
78,497
+2,578
6
$12.3M 0.88%
212,300
+8,040
7
$10.1M 0.72%
62,957
+2,103
8
$9.87M 0.7%
169,820
+2,820
9
$9.65M 0.69%
73,566
+1,212
10
$8.97M 0.64%
81,526
+3,513
11
$8.29M 0.59%
33,251
+1,323
12
$8.25M 0.59%
91,606
+1,511
13
$7.9M 0.56%
146,024
-8,011
14
$7.15M 0.51%
38,293
+1,439
15
$7.09M 0.5%
22,265
+1,334
16
$7.01M 0.5%
29,002
+477
17
$6.41M 0.46%
302,122
-4,265
18
$6.34M 0.45%
86,380
+1,425
19
$6.29M 0.45%
116,998
+1,600
20
$6.01M 0.43%
152,835
+2,522
21
$5.92M 0.42%
61,265
+2,995
22
$5.88M 0.42%
892,240
+13,120
23
$5.56M 0.4%
179,495
+2,961
24
$5.55M 0.39%
30,357
+500
25
$5.5M 0.39%
249,966
-9,747
1
2 3 4 5