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
$3.57B
AUM Growth
-$469M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.26B
2
+$2.28M
3
+$887K
4
CVX icon
Chevron
CVX
+$815K
5
AAPL icon
Apple
AAPL
+$799K

Top Sells

1
+$1.07B
2
+$45.1M
3
+$7.39M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.59M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.87M

Sector Composition

1 Technology 4.32%
2 Healthcare 2.57%
3 Financials 2.24%
4 Consumer Discretionary 1.71%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$657K 0.02%
6,926
+98
227
$653K 0.02%
63,826
+852
228
$644K 0.02%
8,052
+114
229
$639K 0.02%
12,372
+175
230
$628K 0.02%
+7,025
231
$616K 0.02%
10,015
+112
232
$608K 0.02%
4,069
+59
233
$606K 0.02%
2,463
+66
234
$604K 0.02%
920
+13
235
$583K 0.02%
34,807
+495
236
$580K 0.02%
8,767
+231
237
$574K 0.02%
10,593
+280
238
$530K 0.01%
20,440
+290
239
$525K 0.01%
+12,133
240
$519K 0.01%
19,005
-370
241
$518K 0.01%
17,840
+254
242
$515K 0.01%
3,622
+52
243
$511K 0.01%
20,985
+299
244
$490K 0.01%
24,006
+635
245
$485K 0.01%
4,565
+121
246
$478K 0.01%
5,338
+77
247
$467K 0.01%
2,217
+31
248
$449K 0.01%
14,306
+376
249
$441K 0.01%
3,698
+79
250
$432K 0.01%
5,043
+52
8 9
10
11 12