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
$1.19B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$104M
3
+$34.3M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$19.6M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$17.6M

Top Sells

1
+$519M
2
+$1.71M
3
+$1.15M
4
LH icon
Labcorp
LH
+$1.12M
5
EOG icon
EOG Resources
EOG
+$1.09M

Sector Composition

1 Technology 13.61%
2 Healthcare 7.18%
3 Financials 6.16%
4 Consumer Discretionary 5.22%
5 Industrials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$596K 0.05%
8,842
-99
227
$564K 0.05%
9,345
-106
228
$558K 0.05%
9,299
-105
229
$554K 0.05%
5,766
-100
230
$547K 0.05%
3,190
-62
231
$543K 0.05%
10,762
-142
232
$541K 0.05%
30,893
-347
233
$538K 0.05%
21,763
-7,611
234
$528K 0.04%
17,955
-225
235
$524K 0.04%
6,672
236
$513K 0.04%
15,973
-164
237
$510K 0.04%
4,744
-53
238
$462K 0.04%
21,350
-239
239
$425K 0.04%
3,639
-41
240
$416K 0.04%
7,148
241
$404K 0.03%
18,406
242
$402K 0.03%
12,702
-167
243
$382K 0.03%
+4,651
244
$367K 0.03%
2,763
245
$348K 0.03%
15,616
246
$343K 0.03%
10,554
247
$335K 0.03%
34,772
248
$328K 0.03%
4,529
249
$326K 0.03%
3,544
250
$314K 0.03%
6,361
7 8 9
10
11