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
$4.2B
AUM Growth
+$464M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$93.2M
3
+$60.1M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$31.1M
5
LAD icon
Lithia Motors
LAD
+$1.7M

Top Sells

1
+$145M
2
+$41.3M
3
+$14.9M
4
MU icon
Micron Technology
MU
+$1.91M
5
AAPL icon
Apple
AAPL
+$1.8M

Sector Composition

1 Technology 5.09%
2 Healthcare 2.48%
3 Financials 2.37%
4 Consumer Discretionary 2.2%
5 Communication Services 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.61B 62.07%
5,467,817
+395,000
2
$363M 8.64%
4,392,099
+1,127,225
3
$258M 6.15%
2,000,000
-320,000
4
$63.5M 1.51%
547,000
+9,000
5
$60.1M 1.43%
+2,717,300
6
$52.4M 1.25%
295,000
-10,141
7
$45M 1.07%
2,627,400
-873,600
8
$43.9M 1.04%
130,505
-3,924
9
$31.1M 0.74%
+629,000
10
$23.7M 0.56%
142,240
-4,380
11
$18.3M 0.44%
126,380
-3,540
12
$17.2M 0.41%
586,080
-39,220
13
$15.4M 0.37%
45,817
-2,762
14
$14.9M 0.35%
102,720
-3,160
15
$13.7M 0.33%
38,988
-1,200
16
$9.69M 0.23%
19,302
-1,149
17
$9.34M 0.22%
22,498
-638
18
$8.32M 0.2%
38,387
+6,096
19
$8.17M 0.19%
51,569
-1,487
20
$8.07M 0.19%
181,442
-5,276
21
$7.3M 0.17%
12,866
-363
22
$7.23M 0.17%
17,445
-482
23
$6.98M 0.17%
10,466
-291
24
$6.79M 0.16%
39,660
-1,215
25
$6.17M 0.15%
22,324
-623
1
2 3 4 5