SLI

Sumitomo Life Insurance Portfolio holdings

AUM $1.47B
1-Year Est. Return 20.66%
This Quarter Est. Return
1 Year Est. Return
+20.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.15B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$65.5M
2
+$33.4M
3
+$32.5M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$24.8M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$12.9M

Top Sells

1
+$4.17M
2
+$3.4M
3
+$2.63M
4
META icon
Meta Platforms (Facebook)
META
+$1.37M
5
MPC icon
Marathon Petroleum
MPC
+$1.19M

Sector Composition

1 Technology 9.26%
2 Healthcare 5.2%
3 Consumer Discretionary 4.42%
4 Financials 4.38%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$787K 0.04%
11,208
-575
227
$779K 0.04%
6,377
-334
228
$773K 0.04%
28,866
-1,214
229
$761K 0.04%
16,306
-1,094
230
$756K 0.04%
4,263
-180
231
$725K 0.03%
5,350
-276
232
$673K 0.03%
5,496
-244
233
$670K 0.03%
10,354
-467
234
$664K 0.03%
24,121
-1,065
235
$651K 0.03%
17,366
-892
236
$635K 0.03%
53,244
-2,688
237
$634K 0.03%
51,443
-2,144
238
$628K 0.03%
7,905
-409
239
$621K 0.03%
39,927
-1,802
240
$601K 0.03%
20,100
+300
241
$586K 0.03%
6,568
-167
242
$513K 0.02%
13,356
-688
243
$510K 0.02%
34,406
-2,093
244
$483K 0.02%
11,143
-572
245
$468K 0.02%
+9,100
246
$467K 0.02%
+5,500
247
$446K 0.02%
6,979
-360
248
$446K 0.02%
15,467
-890
249
$430K 0.02%
12,076
250
$426K 0.02%
1,902
-116
7 8 9
10
11