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
$3.55B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$883M
2
+$341M
3
+$27.3M
4
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$24.8M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$24.6M

Top Sells

1
+$130M
2
+$80.1M
3
+$30.6M
4
AAPL icon
Apple
AAPL
+$1.45M
5
NVDA icon
NVIDIA
NVDA
+$1.42M

Sector Composition

1 Technology 4.7%
2 Healthcare 2.23%
3 Financials 1.99%
4 Consumer Discretionary 1.79%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$279K 0.01%
28,335
-1,191
252
$276K 0.01%
4,051
-240
253
$273K 0.01%
7,925
-338
254
$250K 0.01%
9,219
-394
255
$238K 0.01%
6,721
-287
256
$237K 0.01%
5,291
-226
257
$215K 0.01%
3,417
-109
258
$197K 0.01%
2,888
-122
259
$150K ﹤0.01%
6,761
-217
260
– –
-19,692
261
– –
-2,405
262
– –
-17,415
263
– –
-11,373
7 8 9 10
11