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
$1.19B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$117M
2
+$102M
3
+$35.5M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$19.6M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$17.7M

Top Sells

1
+$519M
2
+$1.98M
3
+$1.15M
4
EOG icon
EOG Resources
EOG
+$1.15M
5
LH icon
Labcorp
LH
+$1.12M

Sector Composition

1 Technology 13.61%
2 Healthcare 7.18%
3 Financials 6.16%
4 Consumer Discretionary 5.22%
5 Industrials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$298K 0.03%
8,252
252
$283K 0.02%
18,751
253
$280K 0.02%
8,097
254
$277K 0.02%
9,732
255
$236K 0.02%
4,066
256
$162K 0.01%
7,087
257
– –
-3,791
258
– –
-6,666
259
– –
-15,978
260
– –
-6,124
261
– –
-6,731
262
– –
-10,900
263
– –
-3,786
264
– –
-5,628
265
– –
-5,543
266
– –
-4,112
267
– –
-6,183
268
– –
-4,796,786
269
– –
-8,311
7 8 9 10
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