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
$3.57B
AUM Growth
-$469M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.26B
2
+$2.28M
3
+$887K
4
CVX icon
Chevron
CVX
+$815K
5
AAPL icon
Apple
AAPL
+$799K

Top Sells

1
+$1.07B
2
+$45.1M
3
+$7.39M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.59M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.87M

Sector Composition

1 Technology 4.32%
2 Healthcare 2.57%
3 Financials 2.24%
4 Consumer Discretionary 1.71%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$425K 0.01%
11,761
+310
252
$419K 0.01%
7,322
253
$401K 0.01%
16,228
+428
254
$380K 0.01%
36,332
+1,204
255
$375K 0.01%
11,172
+372
256
$361K 0.01%
8,630
+287
257
$352K 0.01%
6,785
+179
258
$351K 0.01%
19,800
-7,400
259
$345K 0.01%
10,178
+228
260
$344K 0.01%
2,934
-4
261
$342K 0.01%
7,496
+323
262
$339K 0.01%
8,065
+261
263
$327K 0.01%
8,634
+280
264
$326K 0.01%
7,384
-90
265
$321K 0.01%
6,781
-98
266
$281K 0.01%
3,113
-4
267
$272K 0.01%
4,331
-62
268
$264K 0.01%
+19,644
269
$255K 0.01%
11,511
-15
270
$233K 0.01%
4,467
+192
271
$126K ﹤0.01%
6,800
-10,000
272
$109K ﹤0.01%
6,641
273
$93K ﹤0.01%
1,700
-2,500
274
$48K ﹤0.01%
1,796
275
$19K ﹤0.01%
+754
8 9 10
11
12