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
$2.15B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$65.5M
2
+$33.4M
3
+$32.5M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$24.8M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$12.9M

Top Sells

1
+$4.17M
2
+$3.4M
3
+$2.63M
4
META icon
Meta Platforms (Facebook)
META
+$1.37M
5
MPC icon
Marathon Petroleum
MPC
+$1.19M

Sector Composition

1 Technology 9.26%
2 Healthcare 5.2%
3 Consumer Discretionary 4.42%
4 Financials 4.38%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.55M 0.31%
68,087
-5,698
27
$6.24M 0.29%
259,115
-20,215
28
$6.19M 0.29%
177,670
29
$6.07M 0.28%
31,789
-2,109
30
$5.91M 0.28%
162,230
-10,260
31
$5.83M 0.27%
23,198
-1,943
32
$5.8M 0.27%
73,326
-6,137
33
$5.59M 0.26%
120,746
-10,105
34
$5.51M 0.26%
92,592
-6,431
35
$5.49M 0.26%
25,769
-2,157
36
$5.32M 0.25%
14,990
-967
37
$5.21M 0.24%
105,568
-19,844
38
$5.11M 0.24%
36,892
-2,796
39
$5.11M 0.24%
129,736
-10,857
40
$5.03M 0.23%
33,988
-2,183
41
$5.03M 0.23%
22,248
-1,688
42
$4.96M 0.23%
56,610
-4,711
43
$4.94M 0.23%
9,887
-750
44
$4.83M 0.22%
69,616
-5,696
45
$4.82M 0.22%
44,290
-3,360
46
$4.7M 0.22%
9,683
-607
47
$4.6M 0.21%
213,651
-16,203
48
$4.55M 0.21%
20,724
-1,571
49
$4.45M 0.21%
17,501
-1,327
50
$4.42M 0.21%
30,042
-1,949
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