SLI
Sumitomo Life Insurance Portfolio holdings
AUM
$4.25B
1-Year Est. Return
23.69%
This Fund
S&P 500
1 Year Est. Return
+23.69%
AUM
$3.65B
AUM Growth
+$431M
(+13%)
Holding
286
Top Buys
| 1 | +$401M | |
| 2 | +$40.2M | |
| 3 | +$21.4M | |
| 4 |
NVIDIA
NVDA
|
+$11.3M |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$10.4M |
Top Sells
| 1 | +$164M | |
| 2 | +$15.7M | |
| 3 | +$9.59M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$8.41M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$5.43M |
Sector Composition
| 1 | Technology | 13.49% |
| 2 | Financials | 5.49% |
| 3 | Communication Services | 4.38% |
| 4 | Healthcare | 3.45% |
| 5 | Consumer Discretionary | 3.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
Q
276
Qnity Electronics Inc
Q
$32.4B
| $190K | 0.01% |
+2,331
|
|
||
277
DuPont de Nemours
DD
$19.4B
| $188K | 0.01% |
4,665
-6,362
|
|
||
278
Dover
DOV
$28.8B
| $176K | ﹤0.01% |
904
-4,549
|
|
||
279
Watsco Inc
WSO
$15B
| $162K | ﹤0.01% |
481
-1,546
|
|
||
280
Duolingo
DUOL
$5B
| $137K | ﹤0.01% |
783
-7
|
|
||
281
Veeva Systems
VEEV
$29.2B
| $125K | ﹤0.01% |
558
-4,533
|
|
||
|
FISV
282
Fiserv Inc
FISV
$29.4B
| – | – |
-13,638
|
|
||
283
iShares TIPS Bond ETF
TIP
$15B
| – | – |
-1,471,634
|
|
||
284
Carlisle Companies
CSL
$13.9B
| – | – |
-2,376
|
|
||
285
Dow Inc
DOW
$25.5B
| – | – |
-7,478
|
|
||
286
Workday
WDAY
$36.3B
| – | – |
-2,012
|
|