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
$2.49B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$97.5M
2
+$23.8M
3
+$22.1M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$18.9M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$6.81M

Top Sells

1
+$104M
2
+$27.6M
3
+$4.12M
4
AMZN icon
Amazon
AMZN
+$3.3M
5
V icon
Visa
V
+$2.2M

Sector Composition

1 Technology 7.78%
2 Financials 4.56%
3 Healthcare 4.26%
4 Consumer Discretionary 3.89%
5 Communication Services 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.5M 0.26%
101,593
-4,196
27
$6.13M 0.25%
132,280
-11,200
28
$6.01M 0.24%
13,179
-486
29
$5.78M 0.23%
22,640
-1,574
30
$5.78M 0.23%
106,821
-4,411
31
$5.39M 0.22%
19,497
-1,231
32
$5.26M 0.21%
26,349
-2,482
33
$5.05M 0.2%
27,050
-2,373
34
$4.81M 0.19%
45,930
-6,873
35
$4.76M 0.19%
64,731
-4,168
36
$4.65M 0.19%
38,816
-2,452
37
$4.57M 0.18%
32,311
-2,041
38
$4.53M 0.18%
8,684
-359
39
$4.53M 0.18%
12,844
-462
40
$4.43M 0.18%
58,629
-5,074
41
$4.38M 0.18%
19,550
+242
42
$4.36M 0.18%
40,250
-11,616
43
$4.36M 0.18%
49,367
-4,792
44
$4.35M 0.18%
20,524
-847
45
$4.32M 0.17%
74,306
-4,695
46
$4.25M 0.17%
24,976
+1,067
47
$4.23M 0.17%
31,804
+1,800
48
$4.18M 0.17%
18,988
-679
49
$4.18M 0.17%
74,853
-26,526
50
$4.18M 0.17%
35,357
-2,233
1
2
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