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
TFC icon
226
Truist Financial
TFC
$55.8B
$702K 0.02%
14,258
+157
ELV icon
227
Elevance Health
ELV
$64.9B
$697K 0.02%
1,989
+22
PCAR icon
228
PACCAR
PCAR
$61.1B
$696K 0.02%
6,360
+2
EQIX icon
229
Equinix
EQIX
$96.3B
$689K 0.02%
899
+4
SBUX icon
230
Starbucks
SBUX
$113B
$688K 0.02%
8,168
+90
HLT icon
231
Hilton Worldwide
HLT
$68.3B
$686K 0.02%
2,388
+27
INTC icon
232
Intel
INTC
$240B
$664K 0.02%
18,000
+32
DASH icon
233
DoorDash
DASH
$71.2B
$650K 0.02%
2,872
+32
D icon
234
Dominion Energy
D
$55.7B
$637K 0.02%
10,867
+122
DELL icon
235
Dell
DELL
$102B
$635K 0.02%
+5,041
POOL icon
236
Pool Corp
POOL
$7.68B
$634K 0.02%
2,773
+31
BKR icon
237
Baker Hughes
BKR
$53.8B
$629K 0.02%
+13,821
AJG icon
238
Arthur J. Gallagher & Co
AJG
$53.9B
$629K 0.02%
2,430
+27
REGN icon
239
Regeneron Pharmaceuticals
REGN
$80.4B
$623K 0.02%
807
+9
BNS icon
240
Scotiabank
BNS
$85.9B
$606K 0.02%
8,227
-6
TER icon
241
Teradyne
TER
$47.3B
$602K 0.02%
3,111
-3
SLB icon
242
SLB Ltd
SLB
$67.1B
$601K 0.02%
15,657
+23
CMCSA icon
243
Comcast
CMCSA
$109B
$582K 0.02%
19,477
+4
QSR icon
244
Restaurant Brands International
QSR
$25.5B
$576K 0.02%
8,442
-7
DRI icon
245
Darden Restaurants
DRI
$23.6B
$570K 0.02%
3,100
MKC icon
246
McCormick & Company Non-Voting
MKC
$15.6B
$565K 0.02%
8,294
+92
KMI icon
247
Kinder Morgan
KMI
$74.1B
$557K 0.02%
20,278
+225
DVN icon
248
Devon Energy
DVN
$28.5B
$556K 0.02%
15,181
+168
EXC icon
249
Exelon
EXC
$51.1B
$551K 0.02%
12,644
-10
APD icon
250
Air Products & Chemicals
APD
$64B
$542K 0.01%
2,193
+25
8 9
10
11 12