SLI
Sumitomo Life Insurance Portfolio holdings
AUM
$1.47B
This Quarter Return
+7.26%
1 Year Return
+20.66%
3 Year Return
+58.92%
5 Year Return
+100.42%
10 Year Return
+275.58%
AUM
$1.19B
AUM Growth
+$1.19B
(-12%)
Cap. Flow
-$220M
Cap. Flow
% of AUM
-18.49%
Top 10 Holdings %
Top 10 Hldgs %
58.57%
Holding
269
New
7
Increased
23
Reduced
206
Closed
13
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$116M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$104M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$34.3M |
| 4 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$19.6M |
| 5 |
Invesco Senior Loan ETF
BKLN
|
$17.6M |
Top Sells
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$519M |
| 2 |
Bank of America
BAC
|
$1.71M |
| 3 |
Lithia Motors
LAD
|
$1.15M |
| 4 |
Labcorp
LH
|
$1.12M |
| 5 |
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% |
