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
$5.3B
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$97.2M
3
+$57.2M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$39.4M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$34.8M

Top Sells

1
+$241M
2
+$7.95M
3
+$7.26M
4
CME icon
CME Group
CME
+$6.96M
5
MRK icon
Merck
MRK
+$6.33M

Sector Composition

1 Technology 7.33%
2 Financials 2.95%
3 Consumer Discretionary 1.98%
4 Communication Services 1.92%
5 Healthcare 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$661K 0.01%
17,248
-924
227
$661K 0.01%
15,240
-592
228
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2,166
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229
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230
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11,617
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231
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8,274
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232
$601K 0.01%
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233
$589K 0.01%
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234
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235
$578K 0.01%
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236
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3,145
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237
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4,609
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11,286
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239
$557K 0.01%
6,590
-8,562
240
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245
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247
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8,898
-184
248
$475K 0.01%
6,624
-268
249
$461K 0.01%
8,028
-164
250
$451K 0.01%
12,117
-493
8 9
10
11 12