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

Top Buys

1
+$116M
2
+$104M
3
+$34.3M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$19.6M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$17.6M

Top Sells

1
+$519M
2
+$1.71M
3
+$1.15M
4
LH icon
Labcorp
LH
+$1.12M
5
EOG icon
EOG Resources
EOG
+$1.09M

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
– –
-6,666
258
– –
-15,978
259
– –
-6,124
260
– –
-6,731
261
– –
-10,900
262
– –
-3,786
263
– –
-5,628
264
– –
-5,543
265
– –
-4,112
266
– –
-6,183
267
– –
-4,796,786
268
– –
-8,311
269
– –
-3,791
7 8 9 10
11