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
$3.55B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$883M
2
+$341M
3
+$27.3M
4
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$24.8M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$24.6M

Top Sells

1
+$130M
2
+$80.1M
3
+$30.6M
4
AAPL icon
Apple
AAPL
+$1.45M
5
NVDA icon
NVIDIA
NVDA
+$1.42M

Sector Composition

1 Technology 4.7%
2 Healthcare 2.23%
3 Financials 1.99%
4 Consumer Discretionary 1.79%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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2,844
-84
227
$573K 0.02%
3,370
-108
228
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229
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232
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6,147
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3,960
-170
250
$297K 0.01%
16,191
-1,017
7 8 9
10
11