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
$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
226
$659K 0.02%
2,705
-49
227
$646K 0.02%
7,385
-126
228
$639K 0.02%
13,873
+186
229
$635K 0.02%
15,437
+197
230
$634K 0.02%
22,226
+309
231
$633K 0.02%
4,793
+64
232
$631K 0.02%
7,613
+97
233
$628K 0.02%
16,799
+248
234
$618K 0.02%
5,702
+85
235
$615K 0.02%
11,144
+164
236
$611K 0.02%
9,173
+130
237
$609K 0.02%
20,810
+271
238
$594K 0.02%
12,306
+189
239
$593K 0.02%
1,413
-39
240
$583K 0.02%
17,627
-18,786
241
$570K 0.02%
5,178
-6,679
242
$565K 0.02%
11,448
+162
243
$562K 0.02%
2,454
+35
244
$541K 0.02%
4,917
+69
245
$536K 0.02%
6,518
-72
246
$532K 0.02%
3,112
+45
247
$528K 0.02%
8,092
+100
248
$519K 0.02%
8,141
+113
249
$519K 0.02%
+3,977
250
$511K 0.02%
8,383
-93
8 9
10
11 12