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
$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
251
$500K 0.02%
7,097
+98
252
$482K 0.02%
6,731
+107
253
$436K 0.02%
19,220
-196
254
$431K 0.02%
6,082
-256
255
$421K 0.02%
5,473
-46
256
$418K 0.01%
8,806
-92
257
$376K 0.01%
5,032
-56
258
$367K 0.01%
11,757
-117
259
$364K 0.01%
3,938
-44
260
$329K 0.01%
+22,676
261
$289K 0.01%
3,282
-39
262
$280K 0.01%
5,245
-237
263
$275K 0.01%
3,331
-35
264
$273K 0.01%
7,807
-72
265
$258K 0.01%
12,755
-140
266
$244K 0.01%
7,275
-110
267
$244K 0.01%
3,117
-38
268
$234K 0.01%
1,711
-19
269
$229K 0.01%
9,017
-101
270
$218K 0.01%
2,719
-41
271
$196K 0.01%
4,845
-1,650
272
$76.8K ﹤0.01%
+1,614
273
– –
-5,320
274
– –
-6,163
275
– –
-555,000
8 9 10
11
12