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
$2.79B
AUM Growth
-$2.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.9M
3
+$13.4M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.4M
5
NEE icon
NextEra Energy
NEE
+$6.06M

Top Sells

1
+$1.21B
2
+$624M
3
+$327M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$231M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$107M

Sector Composition

1 Technology 12.17%
2 Financials 5.65%
3 Healthcare 4.11%
4 Communication Services 3.41%
5 Consumer Discretionary 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FDX icon
226
FedEx
FDX
$59.4B
$659K 0.02%
2,705
-49
ENTG icon
227
Entegris
ENTG
$13.1B
$646K 0.02%
7,385
-126
EXC icon
228
Exelon
EXC
$46.8B
$639K 0.02%
13,873
+186
TFC icon
229
Truist Financial
TFC
$55.9B
$635K 0.02%
15,437
+197
KMI icon
230
Kinder Morgan
KMI
$57.5B
$634K 0.02%
22,226
+309
VLO icon
231
Valero Energy
VLO
$51.6B
$633K 0.02%
4,793
+64
OMC icon
232
Omnicom Group
OMC
$14.2B
$631K 0.02%
7,613
+97
DVN icon
233
Devon Energy
DVN
$20.7B
$628K 0.02%
16,799
+248
AEM icon
234
Agnico Eagle Mines
AEM
$78.3B
$618K 0.02%
5,702
+85
FTV icon
235
Fortive
FTV
$16B
$615K 0.02%
8,398
+124
QSR icon
236
Restaurant Brands International
QSR
$21.7B
$611K 0.02%
9,173
+130
WY icon
237
Weyerhaeuser
WY
$16.3B
$609K 0.02%
20,810
+271
NEM icon
238
Newmont
NEM
$86.1B
$594K 0.02%
12,306
+189
IT icon
239
Gartner
IT
$16.4B
$593K 0.02%
1,413
-39
YETI icon
240
Yeti Holdings
YETI
$2.64B
$583K 0.02%
17,627
-18,786
UPS icon
241
United Parcel Service
UPS
$79B
$570K 0.02%
5,178
-6,679
OXY icon
242
Occidental Petroleum
OXY
$39.5B
$565K 0.02%
11,448
+162
BDX icon
243
Becton Dickinson
BDX
$51.3B
$562K 0.02%
2,454
+35
CHD icon
244
Church & Dwight Co
CHD
$20.8B
$541K 0.02%
4,917
+69
PEG icon
245
Public Service Enterprise Group
PEG
$40.8B
$536K 0.02%
6,518
-72
HSY icon
246
Hershey
HSY
$33.7B
$532K 0.02%
3,112
+45
PYPL icon
247
PayPal
PYPL
$61.8B
$528K 0.02%
8,092
+100
TSN icon
248
Tyson Foods
TSN
$18.5B
$519K 0.02%
8,141
+113
LYV icon
249
Live Nation Entertainment
LYV
$35B
$519K 0.02%
+3,977
BMY icon
250
Bristol-Myers Squibb
BMY
$92.8B
$511K 0.02%
8,383
-93
8 9
10
11 12