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
$5.09B
AUM Growth
+$771M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$172M
3
+$102M
4
JPM icon
JPMorgan Chase
JPM
+$7.77M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$6.03M

Top Sells

1
+$158M
2
+$57.4M
3
+$37.4M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$35.7M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$35.2M

Sector Composition

1 Technology 6.75%
2 Healthcare 2.57%
3 Financials 2.47%
4 Communication Services 1.9%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$729K 0.01%
2,449
-25
227
$722K 0.01%
21,336
+218
228
$700K 0.01%
4,785
-49
229
$697K 0.01%
7,266
-58
230
$696K 0.01%
12,042
+94
231
$684K 0.01%
17,497
+727
232
$677K 0.01%
9,393
-73
233
$677K 0.01%
15,832
-123
234
$675K 0.01%
11,346
+37
235
$674K 0.01%
4,995
+142
236
$674K 0.01%
12,610
+129
237
$658K 0.01%
14,000
-261,300
238
$647K 0.01%
8,286
+85
239
$641K 0.01%
4,282
+44
240
$632K 0.01%
5,743
+58
241
$608K 0.01%
3,170
-47
242
$604K 0.01%
11,723
+120
243
$603K 0.01%
2,500
-37
244
$576K 0.01%
14,216
+145
245
$527K 0.01%
5,035
+52
246
$513K 0.01%
6,892
+69
247
$495K 0.01%
9,082
-250
248
$493K 0.01%
22,324
-204
249
$488K 0.01%
8,192
-75
250
$483K 0.01%
4,064
-37
8 9
10
11 12