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
$2.79B
AUM Growth
-$2.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.9M
3
+$13.4M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.4M
5
NEE icon
NextEra Energy
NEE
+$6.06M

Top Sells

1
+$1.21B
2
+$624M
3
+$327M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$231M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$107M

Sector Composition

1 Technology 12.17%
2 Financials 5.65%
3 Healthcare 4.11%
4 Communication Services 3.41%
5 Consumer Discretionary 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LYB icon
251
LyondellBasell Industries
LYB
$14.3B
$500K 0.02%
7,097
+98
EQR icon
252
Equity Residential
EQR
$22.6B
$482K 0.02%
6,731
+107
INTC icon
253
Intel
INTC
$176B
$436K 0.02%
19,220
-196
XEL icon
254
Xcel Energy
XEL
$48.3B
$431K 0.02%
6,082
-256
SWK icon
255
Stanley Black & Decker
SWK
$10.3B
$421K 0.02%
5,473
-46
BNS icon
256
Scotiabank
BNS
$81.7B
$418K 0.01%
8,806
-92
DD icon
257
DuPont de Nemours
DD
$15.8B
$376K 0.01%
5,032
-56
DAR icon
258
Darling Ingredients
DAR
$5.15B
$367K 0.01%
11,757
-117
ARE icon
259
Alexandria Real Estate Equities
ARE
$9.33B
$364K 0.01%
3,938
-44
MIR icon
260
Mirion Technologies
MIR
$6.8B
$329K 0.01%
+22,676
DG icon
261
Dollar General
DG
$22B
$289K 0.01%
3,282
-39
IP icon
262
International Paper
IP
$19.3B
$280K 0.01%
5,245
-237
TER icon
263
Teradyne
TER
$27.5B
$275K 0.01%
3,331
-35
DOW icon
264
Dow Inc
DOW
$16.1B
$273K 0.01%
7,807
-72
DOC icon
265
Healthpeak Properties
DOC
$12.2B
$258K 0.01%
12,755
-140
LUV icon
266
Southwest Airlines
LUV
$15.3B
$244K 0.01%
7,275
-110
CF icon
267
CF Industries
CF
$13.7B
$244K 0.01%
3,117
-38
BIIB icon
268
Biogen
BIIB
$21.9B
$234K 0.01%
1,711
-19
HAL icon
269
Halliburton
HAL
$22.6B
$229K 0.01%
9,017
-101
MET icon
270
MetLife
MET
$52.8B
$218K 0.01%
2,719
-41
WDC icon
271
Western Digital
WDC
$52B
$196K 0.01%
4,845
-1,650
SNDK
272
Sandisk
SNDK
$28.5B
$76.8K ﹤0.01%
+1,614
APTV icon
273
Aptiv
APTV
$17.5B
– –
-5,320
EA icon
274
Electronic Arts
EA
$50.1B
– –
-6,163
IVV icon
275
iShares Core S&P 500 ETF
IVV
$671B
– –
-555,000
8 9 10
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