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
$4.32B
AUM Growth
+$470M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$309M
2
+$199M
3
+$20.5M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$19.8M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$17.5M

Top Sells

1
+$138M
2
+$26.3M
3
+$5.13M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$4.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.76M

Sector Composition

1 Technology 6.92%
2 Healthcare 2.53%
3 Financials 2.39%
4 Communication Services 2.01%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$673K 0.02%
11,169
-1,277
227
$666K 0.02%
+9,466
228
$664K 0.02%
9,362
-1,162
229
$638K 0.01%
2,474
-308
230
$631K 0.01%
11,309
-1,508
231
$624K 0.01%
4,834
-601
232
$620K 0.01%
15,955
-1,857
233
$600K 0.01%
21,118
-2,818
234
$593K 0.01%
2,537
-321
235
$591K 0.01%
3,217
-408
236
$587K 0.01%
4,238
-577
237
$585K 0.01%
11,948
-1,630
238
$584K 0.01%
2,350
-325
239
$573K 0.01%
+10,038
240
$560K 0.01%
2,684
-338
241
$540K 0.01%
8,993
-1,067
242
$539K 0.01%
3,996
-554
243
$523K 0.01%
12,481
-1,699
244
$517K 0.01%
4,983
-698
245
$514K 0.01%
3,468
-483
246
$509K 0.01%
+2,005
247
$487K 0.01%
14,071
-1,956
248
$480K 0.01%
4,101
-537
249
$476K 0.01%
8,201
-1,187
250
$473K 0.01%
6,823
-921
8 9
10
11 12