SLI

Sumitomo Life Insurance Portfolio holdings

AUM $3.65B
1-Year Est. Return 21.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.65B
AUM Growth
+$431M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$401M
2
+$40.2M
3
+$21.4M
4
NVDA icon
NVIDIA
NVDA
+$11.3M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$10.4M

Top Sells

1
+$164M
2
+$15.7M
3
+$9.59M
4
META icon
Meta Platforms (Facebook)
META
+$8.41M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.43M

Sector Composition

1 Technology 13.49%
2 Financials 5.49%
3 Communication Services 4.38%
4 Healthcare 3.45%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HOOD icon
251
Robinhood
HOOD
$67.2B
$540K 0.01%
4,778
+52
HSY icon
252
Hershey
HSY
$44.7B
$521K 0.01%
2,864
-3
PEG icon
253
Public Service Enterprise Group
PEG
$42.1B
$486K 0.01%
6,057
+67
JCI icon
254
Johnson Controls International
JCI
$80.5B
$484K 0.01%
4,042
+45
TSN icon
255
Tyson Foods
TSN
$21.6B
$439K 0.01%
7,484
+82
BDX icon
256
Becton Dickinson
BDX
$45.9B
$438K 0.01%
2,259
-2
PYPL icon
257
PayPal
PYPL
$42B
$435K 0.01%
7,448
-6
OXY icon
258
Occidental Petroleum
OXY
$56.3B
$429K 0.01%
10,434
-9
XEL icon
259
Xcel Energy
XEL
$51.2B
$429K 0.01%
5,808
-4
LPLA icon
260
LPL Financial
LPLA
$23.4B
$421K 0.01%
1,178
-2,302
BMY icon
261
Bristol-Myers Squibb
BMY
$121B
$419K 0.01%
7,772
+86
DG icon
262
Dollar General
DG
$29.5B
$405K 0.01%
3,052
-18
ADBE icon
263
Adobe
ADBE
$100B
$402K 0.01%
1,149
+13
EQR icon
264
Equity Residential
EQR
$22.8B
$386K 0.01%
6,129
+69
CHD icon
265
Church & Dwight Co
CHD
$23.4B
$376K 0.01%
4,481
-5
AVY icon
266
Avery Dennison
AVY
$13.3B
$364K 0.01%
2,001
+22
COO icon
267
Cooper Companies
COO
$13.9B
$320K 0.01%
3,908
+43
AON icon
268
Aon
AON
$69.3B
$317K 0.01%
897
+10
LYB icon
269
LyondellBasell Industries
LYB
$23.2B
$283K 0.01%
6,546
+72
BIIB icon
270
Biogen
BIIB
$27B
$282K 0.01%
1,605
-12
RYAN icon
271
Ryan Specialty Holdings
RYAN
$4.76B
$261K 0.01%
5,059
-8,923
HAL icon
272
Halliburton
HAL
$28.7B
$241K 0.01%
8,533
-109
CF icon
273
CF Industries
CF
$19B
$228K 0.01%
2,946
-17
MET icon
274
MetLife
MET
$45.1B
$203K 0.01%
2,573
-14
IP icon
275
International Paper
IP
$20B
$195K 0.01%
4,955
-39
8 9 10
11
12