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
$1.87B
AUM Growth
+$460M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$234M
2
+$1.01M
3
+$990K
4
UPS icon
United Parcel Service
UPS
+$923K
5
ROST icon
Ross Stores
ROST
+$833K

Top Sells

1
+$3.9M
2
+$3.54M
3
+$2.95M
4
RTN
Raytheon Company
RTN
+$1.84M
5
JPM icon
JPMorgan Chase
JPM
+$1.68M

Sector Composition

1 Technology 10.2%
2 Healthcare 5.92%
3 Financials 5.13%
4 Consumer Discretionary 4.63%
5 Communication Services 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.11B 59.3%
3,571,917
+754,000
2
$45.4M 2.43%
497,312
-42,728
3
$40.6M 2.18%
199,652
-17,384
4
$31.5M 1.69%
228,100
-21,360
5
$16.6M 0.89%
72,983
-5,514
6
$14M 0.75%
197,040
-15,260
7
$11.3M 0.6%
58,324
-4,633
8
$11M 0.59%
156,220
-13,600
9
$9.52M 0.51%
67,674
-5,892
10
$9.34M 0.5%
156,032
+10,008
11
$9.08M 0.49%
30,788
-2,463
12
$9.04M 0.48%
75,607
-5,919
13
$9.01M 0.48%
20,698
-1,567
14
$8.9M 0.48%
35,540
-2,753
15
$7.89M 0.42%
26,681
-2,321
16
$7.79M 0.42%
820,600
-71,640
17
$7.37M 0.39%
42,281
-3,683
18
$6.94M 0.37%
73,785
-17,821
19
$6.63M 0.36%
279,330
-22,792
20
$6.56M 0.35%
140,593
-12,242
21
$6.34M 0.34%
56,887
-4,378
22
$6.05M 0.32%
16,697
-1,007
23
$6.02M 0.32%
61,321
+2,062
24
$5.94M 0.32%
36,171
+4,134
25
$5.86M 0.31%
79,463
-6,917
1
2 3 4 5