SLI

Sumitomo Life Insurance Portfolio holdings

AUM $3.22B
1-Year Est. Return 18.87%
This Quarter Est. Return
1 Year Est. Return
+18.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.22B
AUM Growth
+$1.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$848M
2
+$138M
3
+$123M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$114M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$107M

Top Sells

1
+$8.23M
2
+$5.88M
3
+$3.11M
4
JPM icon
JPMorgan Chase
JPM
+$3.08M
5
PG icon
Procter & Gamble
PG
+$2.07M

Sector Composition

1 Technology 14.73%
2 Financials 5.65%
3 Communication Services 4.6%
4 Consumer Discretionary 3.47%
5 Healthcare 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHD icon
1
Schwab US Dividend Equity ETF
SCHD
$71.5B
$848M 26.32%
+31,050,000
TIP icon
2
iShares TIPS Bond ETF
TIP
$14.4B
$164M 5.08%
1,471,634
+451,450
IVVW icon
3
iShares S&P 500 BuyWrite ETF
IVVW
$206M
$141M 4.38%
3,030,000
PBP icon
4
Invesco S&P 500 BuyWrite ETF
PBP
$314M
$138M 4.27%
+6,220,000
EMB icon
5
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.1B
$123M 3.83%
+1,295,634
VWO icon
6
Vanguard FTSE Emerging Markets ETF
VWO
$105B
$114M 3.54%
+2,105,573
IVV icon
7
iShares Core S&P 500 ETF
IVV
$736B
$107M 3.32%
+160,000
NVDA icon
8
NVIDIA
NVDA
$4.43T
$103M 3.2%
552,487
+6,403
MSFT icon
9
Microsoft
MSFT
$3.59T
$94.2M 2.93%
181,895
+15,138
AAPL icon
10
Apple
AAPL
$4.12T
$73.6M 2.29%
289,193
+5,115
XYLD icon
11
Global X S&P 500 Covered Call ETF
XYLD
$3.06B
$67.1M 2.08%
+1,710,000
BKLN icon
12
Invesco Senior Loan ETF
BKLN
$6.52B
$61.1M 1.9%
2,917,909
+750,662
GOOGL icon
13
Alphabet (Google) Class A
GOOGL
$3.88T
$56.3M 1.75%
231,520
+46,976
AMZN icon
14
Amazon
AMZN
$2.45T
$52.3M 1.62%
238,061
+37,168
VNQ icon
15
Vanguard Real Estate ETF
VNQ
$33.8B
$45.6M 1.42%
498,771
+238,064
META icon
16
Meta Platforms (Facebook)
META
$1.7T
$44.1M 1.37%
60,102
+3,223
AVGO icon
17
Broadcom
AVGO
$1.84T
$43.1M 1.34%
130,517
-5,221
VOO icon
18
Vanguard S&P 500 ETF
VOO
$826B
$31.7M 0.98%
51,800
+43,900
IEMG icon
19
iShares Core MSCI Emerging Markets ETF
IEMG
$118B
$30.8M 0.96%
466,900
+357,100
JPM icon
20
JPMorgan Chase
JPM
$858B
$29.2M 0.91%
92,520
-9,752
FEZ icon
21
SPDR Euro Stoxx 50 ETF
FEZ
$4.83B
$27.9M 0.87%
448,900
+212,800
VWOB icon
22
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.37B
$25.2M 0.78%
376,000
+265,800
USHY icon
23
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.5B
$24.6M 0.76%
651,200
+431,300
SCHP icon
24
Schwab US TIPS ETF
SCHP
$14.7B
$23.2M 0.72%
862,700
+684,600
MA icon
25
Mastercard
MA
$490B
$21.7M 0.68%
38,223
+6,821
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