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
$2.49B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$97.5M
2
+$23.8M
3
+$22.1M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$18.9M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$6.81M

Top Sells

1
+$104M
2
+$27.6M
3
+$4.12M
4
AMZN icon
Amazon
AMZN
+$3.3M
5
V icon
Visa
V
+$2.2M

Sector Composition

1 Technology 7.78%
2 Financials 4.56%
3 Healthcare 4.26%
4 Consumer Discretionary 3.89%
5 Communication Services 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$781K 0.03%
4,628
-197
252
$760K 0.03%
9,507
-411
253
$748K 0.03%
3,300
-6,000
254
$733K 0.03%
44,027
-1,890
255
$728K 0.03%
33,323
-1,114
256
$720K 0.03%
+7,489
257
$707K 0.03%
44,100
+11,100
258
$700K 0.03%
5,000
-2,800
259
$683K 0.03%
9,534
-323
260
$649K 0.03%
4,651
-199
261
$648K 0.03%
12,840
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262
$635K 0.03%
45,472
-7,096
263
$624K 0.03%
13,381
-453
264
$609K 0.02%
22,861
-966
265
$589K 0.02%
4,400
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266
$588K 0.02%
11,479
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267
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2,789
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268
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10,559
-16,732
269
$499K 0.02%
10,142
-193
270
$487K 0.02%
+26,000
271
$474K 0.02%
6,100
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272
$474K 0.02%
3,761
-116
273
$463K 0.02%
+6,078
274
$438K 0.02%
7,400
+1,100
275
$403K 0.02%
14,759
-324
8 9 10
11
12