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SLI

Sumitomo Life Insurance Portfolio holdings

AUM $4.25B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.25B
AUM Growth
+$603M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$437M
2
+$190M
3
+$168M
4
AAPL icon
Apple
AAPL
+$10.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.38M

Top Sells

1
+$73.8M
2
+$29.4M
3
+$26.8M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$26M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$17.3M

Sector Composition

1 Technology 10.27%
2 Financials 4.28%
3 Communication Services 3.52%
4 Healthcare 2.92%
5 Consumer Discretionary 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHD icon
1
Schwab US Dividend Equity ETF
SCHD
$96.4B
$1.39B 32.77%
45,450,000
+14,400,000
IVV icon
2
iShares Core S&P 500 ETF
IVV
$826B
$672M 15.8%
1,029,000
+278,000
TIP icon
3
iShares TIPS Bond ETF
TIP
$14.9B
$167M 3.93%
+1,513,455
PBP icon
4
Invesco S&P 500 BuyWrite ETF
PBP
$347M
$137M 3.21%
6,220,000
IVVW icon
5
iShares S&P 500 BuyWrite ETF
IVVW
$297M
$132M 3.11%
3,030,000
EMB icon
6
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.1B
$126M 2.95%
1,337,709
-180,269
NVDA icon
7
NVIDIA
NVDA
$5.14T
$111M 2.6%
634,711
+21,336
AAPL icon
8
Apple
AAPL
$4.36T
$89.9M 2.11%
354,271
+40,839
GOOGL icon
9
Alphabet (Google) Class A
GOOGL
$4.53T
$74.2M 1.74%
258,119
+14,164
XYLD icon
10
Global X S&P 500 Covered Call ETF
XYLD
$3.19B
$66.9M 1.57%
1,710,000
MSFT icon
11
Microsoft
MSFT
$2.97T
$65.8M 1.55%
177,827
-11,924
AMZN icon
12
Amazon
AMZN
$2.65T
$56.3M 1.32%
270,259
+3,968
AVGO icon
13
Broadcom
AVGO
$1.87T
$39.5M 0.93%
127,668
+9,819
BKLN icon
14
Invesco Senior Loan ETF
BKLN
$7.14B
$38.2M 0.9%
1,873,081
-1,296,919
VWO icon
15
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$37.2M 0.87%
688,144
-1,317,439
LLY icon
16
Eli Lilly
LLY
$1.01T
$35.9M 0.84%
38,996
+6,450
JPM icon
17
JPMorgan Chase
JPM
$861B
$30.5M 0.72%
103,662
+8,058
VWOB icon
18
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.13B
$29.3M 0.69%
446,100
-56,200
META icon
19
Meta Platforms (Facebook)
META
$1.51T
$26.5M 0.62%
46,235
-1,276
SCHP icon
20
Schwab US TIPS ETF
SCHP
$15.7B
$24.9M 0.58%
934,900
-315,100
VOO icon
21
Vanguard S&P 500 ETF
VOO
$995B
$24.9M 0.58%
41,600
+15,000
MA icon
22
Mastercard
MA
$434B
$24.5M 0.58%
49,024
+3,525
VNQ icon
23
Vanguard Real Estate ETF
VNQ
$38B
$23.6M 0.55%
266,083
-283,679
USHY icon
24
iShares Broad USD High Yield Corporate Bond ETF
USHY
$27.8B
$22.5M 0.53%
610,700
-143,300
WMT icon
25
Walmart Inc
WMT
$961B
$22.1M 0.52%
177,754
+21,360
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