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
ELV icon
226
Elevance Health
ELV
$73.4B
$636K 0.02%
1,967
-80
PCAR icon
227
PACCAR
PCAR
$57.8B
$625K 0.02%
6,358
-204
HLT icon
228
Hilton Worldwide
HLT
$62.8B
$613K 0.02%
+2,361
CMCSA icon
229
Comcast
CMCSA
$98.2B
$612K 0.02%
19,473
-582
INTC icon
230
Intel
INTC
$193B
$603K 0.02%
17,968
-688
APD icon
231
Air Products & Chemicals
APD
$52.7B
$591K 0.02%
2,168
-113
DRI icon
232
Darden Restaurants
DRI
$20.9B
$590K 0.02%
3,100
-91
FDX icon
233
FedEx
FDX
$65.5B
$589K 0.02%
2,496
-109
EXC icon
234
Exelon
EXC
$43.9B
$570K 0.02%
12,654
-521
KMI icon
235
Kinder Morgan
KMI
$61.2B
$568K 0.02%
20,053
-811
MKC icon
236
McCormick & Company Non-Voting
MKC
$17B
$549K 0.02%
8,202
-431
QSR icon
237
Restaurant Brands International
QSR
$25B
$542K 0.02%
8,449
-273
SLB icon
238
SLB Ltd
SLB
$56.8B
$537K 0.02%
15,634
-646
HSY icon
239
Hershey
HSY
$36.8B
$536K 0.02%
2,867
-85
BNS icon
240
Scotiabank
BNS
$88.4B
$532K 0.02%
8,233
-201
DVN icon
241
Devon Energy
DVN
$23.6B
$526K 0.02%
15,013
-367
PEG icon
242
Public Service Enterprise Group
PEG
$39.5B
$500K 0.02%
5,990
-147
PYPL icon
243
PayPal
PYPL
$57.6B
$500K 0.02%
7,454
-223
OXY icon
244
Occidental Petroleum
OXY
$40.9B
$493K 0.02%
10,443
-255
WDAY icon
245
Workday
WDAY
$58.5B
$484K 0.02%
2,012
-7,269
XEL icon
246
Xcel Energy
XEL
$45.2B
$469K 0.01%
5,812
-261
REGN icon
247
Regeneron Pharmaceuticals
REGN
$74.6B
$449K 0.01%
798
-26
JCI icon
248
Johnson Controls International
JCI
$70.4B
$439K 0.01%
+3,997
TER icon
249
Teradyne
TER
$31.7B
$429K 0.01%
3,114
-76
BDX icon
250
Becton Dickinson
BDX
$54.4B
$423K 0.01%
2,261
-99
8 9
10
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