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
$5.3B
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$97.2M
3
+$57.2M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$39.4M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$34.8M

Top Sells

1
+$241M
2
+$7.95M
3
+$7.26M
4
CME icon
CME Group
CME
+$6.96M
5
MRK icon
Merck
MRK
+$6.33M

Sector Composition

1 Technology 7.33%
2 Financials 2.95%
3 Consumer Discretionary 1.98%
4 Communication Services 1.92%
5 Healthcare 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$443K 0.01%
5,519
-224
252
$439K 0.01%
5,617
-116
253
$428K 0.01%
6,338
-253
254
$424K 0.01%
3,366
-112
255
$400K 0.01%
11,874
-244
256
$389K 0.01%
19,416
-721
257
$388K 0.01%
3,982
-82
258
$388K 0.01%
5,088
-9,021
259
$352K 0.01%
7,600
-6,400
260
$322K 0.01%
5,320
-11,170
261
$316K 0.01%
7,879
-162
262
$295K 0.01%
5,482
-218
263
$293K 0.01%
6,495
-258
264
$269K 0.01%
3,155
-128
265
$265K 0.01%
1,730
-2,176
266
$261K ﹤0.01%
12,895
-525
267
$252K ﹤0.01%
3,321
-68
268
$248K ﹤0.01%
7,385
-299
269
$248K ﹤0.01%
9,118
-364
270
$226K ﹤0.01%
2,760
-109
271
– –
-6,181
272
– –
-3,579
273
– –
-14,966
274
– –
-2,452
275
– –
-4,488
8 9 10
11
12