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
$2.49B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$97.5M
2
+$23.8M
3
+$22.1M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$18.9M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$6.81M

Top Sells

1
+$104M
2
+$27.6M
3
+$4.12M
4
AMZN icon
Amazon
AMZN
+$3.3M
5
V icon
Visa
V
+$2.2M

Sector Composition

1 Technology 7.78%
2 Financials 4.56%
3 Healthcare 4.26%
4 Consumer Discretionary 3.89%
5 Communication Services 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$997K 0.04%
8,765
-361
227
$985K 0.04%
6,227
-266
228
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-449
229
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13,263
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231
$925K 0.04%
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232
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233
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24,962
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234
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235
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236
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14,757
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238
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2,225
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239
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240
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241
$887K 0.04%
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242
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243
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13,890
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244
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245
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10,703
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246
$826K 0.03%
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247
$826K 0.03%
26,016
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248
$821K 0.03%
4,054
-137
249
$793K 0.03%
5,424
-235
250
$790K 0.03%
1,162
-51
8 9
10
11 12