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
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
276
– –
-10,038
277
– –
-3,501
278
– –
-2,593,494
279
– –
-64,300
8 9 10 11
12