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
$3.22B
AUM Growth
-$336M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$228M
2
+$147M
3
+$68M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.8M
5
MSFT icon
Microsoft
MSFT
+$4.96M

Top Sells

1
+$506M
2
+$374M
3
+$66.4M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$47.1M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$16.3M

Sector Composition

1 Technology 6.63%
2 Healthcare 2.93%
3 Financials 2.61%
4 Consumer Discretionary 2.39%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$658K 0.02%
5,627
-61
227
$641K 0.02%
2,825
-19
228
$621K 0.02%
4,896
-45
229
$620K 0.02%
14,973
-106
230
$611K 0.02%
10,622
-50
231
$607K 0.02%
16,921
-80
232
$589K 0.02%
8,053
-38
233
$588K 0.02%
9,579
-12,450
234
$568K 0.02%
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-46
235
$560K 0.02%
4,238
-2,895
236
$554K 0.02%
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237
$531K 0.02%
9,690
-116
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$531K 0.02%
9,876
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239
$521K 0.02%
14,020
-122
240
$500K 0.02%
8,177
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241
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243
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26,999
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$473K 0.01%
6,119
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245
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12,505
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246
$453K 0.01%
4,172
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247
$401K 0.01%
11,092
-42
248
$394K 0.01%
8,230
-43
249
$317K 0.01%
16,016
-175
250
$314K 0.01%
7,925
7 8 9
10
11