SLI

Sumitomo Life Insurance Portfolio holdings

AUM $3.65B
1-Year Est. Return 21.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.65B
AUM Growth
+$431M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$401M
2
+$40.2M
3
+$21.4M
4
NVDA icon
NVIDIA
NVDA
+$11.3M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$10.4M

Top Sells

1
+$164M
2
+$15.7M
3
+$9.59M
4
META icon
Meta Platforms (Facebook)
META
+$8.41M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.43M

Sector Composition

1 Technology 13.49%
2 Financials 5.49%
3 Communication Services 4.38%
4 Healthcare 3.45%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHD icon
1
Schwab US Dividend Equity ETF
SCHD
$83.7B
$852M 23.32%
31,050,000
IVV icon
2
iShares Core S&P 500 ETF
IVV
$704B
$514M 14.09%
751,000
+591,000
EMB icon
3
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.9B
$146M 4%
1,517,978
+222,344
PBP icon
4
Invesco S&P 500 BuyWrite ETF
PBP
$322M
$142M 3.89%
6,220,000
IVVW icon
5
iShares S&P 500 BuyWrite ETF
IVVW
$234M
$138M 3.78%
3,030,000
NVDA icon
6
NVIDIA
NVDA
$4.38T
$114M 3.13%
613,375
+60,888
VWO icon
7
Vanguard FTSE Emerging Markets ETF
VWO
$110B
$108M 2.95%
2,005,583
-99,990
MSFT icon
8
Microsoft
MSFT
$2.94T
$91.8M 2.51%
189,751
+7,856
AAPL icon
9
Apple
AAPL
$3.67T
$85.2M 2.33%
313,432
+24,239
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$3.66T
$76.4M 2.09%
243,955
+12,435
XYLD icon
11
Global X S&P 500 Covered Call ETF
XYLD
$3.05B
$69.5M 1.9%
1,710,000
BKLN icon
12
Invesco Senior Loan ETF
BKLN
$5.99B
$66.6M 1.82%
3,170,000
+252,091
AMZN icon
13
Amazon
AMZN
$2.23T
$61.5M 1.68%
266,291
+28,230
VNQ icon
14
Vanguard Real Estate ETF
VNQ
$35.7B
$48.6M 1.33%
549,762
+50,991
AVGO icon
15
Broadcom
AVGO
$1.53T
$40.8M 1.12%
117,849
-12,668
GSG icon
16
iShares S&P GSCI Commodity-Indexed Trust
GSG
$958M
$40.3M 1.1%
+1,746,896
LLY icon
17
Eli Lilly
LLY
$880B
$35M 0.96%
32,546
+4,087
VWOB icon
18
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.95B
$33.9M 0.93%
502,300
+126,300
SCHP icon
19
Schwab US TIPS ETF
SCHP
$15.7B
$33.1M 0.91%
1,250,000
+387,300
META icon
20
Meta Platforms (Facebook)
META
$1.55T
$31.4M 0.86%
47,511
-12,591
JPM icon
21
JPMorgan Chase
JPM
$764B
$30.8M 0.84%
95,604
+3,084
USHY icon
22
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.2B
$28.2M 0.77%
754,000
+102,800
MA icon
23
Mastercard
MA
$444B
$26M 0.71%
45,499
+7,276
FEZ icon
24
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.74B
$25.2M 0.69%
391,300
-57,600
GOOG icon
25
Alphabet (Google) Class C
GOOG
$3.65T
$22.4M 0.61%
71,504
+11,782
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