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
$3.85B
AUM Growth
+$636M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$278M
2
+$257M
3
+$124M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$69.3M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$44.4M

Top Sells

1
+$156M
2
+$16.2M
3
+$15.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.5M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$10.1M

Sector Composition

1 Technology 6.9%
2 Healthcare 2.93%
3 Financials 2.55%
4 Consumer Discretionary 2.18%
5 Communication Services 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$428K 0.01%
11,801
-704
252
$417K 0.01%
3,164
-177
253
$414K 0.01%
10,508
-584
254
$393K 0.01%
7,304
-407
255
$383K 0.01%
7,425
-500
256
$347K 0.01%
3,817
-212
257
$309K 0.01%
3,712
-205
258
$292K 0.01%
5,109
-182
259
$290K 0.01%
15,476
-540
260
$253K 0.01%
6,489
-232
261
$252K 0.01%
8,638
-581
262
$241K 0.01%
3,256
-117
263
$240K 0.01%
2,789
-99
264
– –
-8,230
265
– –
-28,335
7 8 9 10
11