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
$2.15B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$65.5M
2
+$33.4M
3
+$32.5M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$24.8M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$12.9M

Top Sells

1
+$4.17M
2
+$3.4M
3
+$2.63M
4
META icon
Meta Platforms (Facebook)
META
+$1.37M
5
MPC icon
Marathon Petroleum
MPC
+$1.19M

Sector Composition

1 Technology 9.26%
2 Healthcare 5.2%
3 Consumer Discretionary 4.42%
4 Financials 4.38%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$423K 0.02%
+43,000
252
$413K 0.02%
4,341
-335
253
$413K 0.02%
14,955
-766
254
$369K 0.02%
43,156
-1,372
255
$364K 0.02%
38,499
-1,977
256
$357K 0.02%
38,119
-1,216
257
$351K 0.02%
12,730
-605
258
$344K 0.02%
6,500
259
$341K 0.02%
17,857
-586
260
$338K 0.02%
5,914
-185
261
$318K 0.01%
5,155
262
$279K 0.01%
27,870
263
$265K 0.01%
21,996
-824
264
$240K 0.01%
7,810
265
$193K 0.01%
13,203
-490
266
$10K ﹤0.01%
+3,482
267
– –
-47,578
268
– –
-8,770
269
– –
-31,847
270
– –
-8,417
271
– –
-28,485
272
– –
-19,317
7 8 9 10
11