SLI

Sumitomo Life Insurance Portfolio holdings

AUM $3.22B
1-Year Est. Return 18.87%
This Quarter Est. Return
1 Year Est. Return
+18.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.09B
AUM Growth
+$771M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$172M
3
+$102M
4
JPM icon
JPMorgan Chase
JPM
+$7.77M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$6.03M

Top Sells

1
+$158M
2
+$57.4M
3
+$37.4M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$35.7M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$35.2M

Sector Composition

1 Technology 6.75%
2 Healthcare 2.57%
3 Financials 2.47%
4 Communication Services 1.9%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$472K 0.01%
20,137
-24,434
252
$466K 0.01%
3,478
+10
253
$462K 0.01%
5,733
-158
254
$450K 0.01%
12,118
-110
255
$439K 0.01%
8,041
-73
256
$430K 0.01%
6,591
+183
257
$404K 0.01%
3,579
+32
258
$403K 0.01%
10,647
+297
259
$349K 0.01%
6,753
+187
260
$307K 0.01%
13,420
-420
261
$287K 0.01%
3,389
-31
262
$282K 0.01%
3,283
-103
263
$278K 0.01%
5,700
+158
264
$275K 0.01%
9,482
+264
265
$257K 0.01%
2,452
+68
266
$257K 0.01%
4,488
+125
267
$237K ﹤0.01%
2,869
+79
268
$228K ﹤0.01%
7,684
-239
269
$215K ﹤0.01%
6,181
+168
270
– –
-11,169
271
– –
-11,685
272
– –
-3,609,937
273
– –
-1,455
274
– –
-8,993
275
– –
-3,996
8 9 10
11
12