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
$3.57B
AUM Growth
-$469M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.26B
2
+$2.28M
3
+$887K
4
CVX icon
Chevron
CVX
+$815K
5
AAPL icon
Apple
AAPL
+$799K

Top Sells

1
+$1.07B
2
+$45.1M
3
+$7.39M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.59M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.87M

Sector Composition

1 Technology 4.32%
2 Healthcare 2.57%
3 Financials 2.24%
4 Consumer Discretionary 1.71%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.07M 0.14%
35,249
+695
27
$5.04M 0.14%
18,458
+362
28
$5M 0.14%
120,000
-45,000
29
$5M 0.14%
32,620
+643
30
$4.87M 0.14%
17,526
+312
31
$4.75M 0.13%
9,906
+178
32
$4.73M 0.13%
12,925
+233
33
$4.57M 0.13%
50,117
+988
34
$4.41M 0.12%
56,920
+1,062
35
$4.37M 0.12%
26,218
+517
36
$4.34M 0.12%
39,342
+674
37
$4.28M 0.12%
81,562
+1,609
38
$4.21M 0.12%
13,355
+260
39
$3.98M 0.11%
18,659
+344
40
$3.93M 0.11%
80,870
+1,590
41
$3.82M 0.11%
60,780
+1,197
42
$3.66M 0.1%
23,848
-631
43
$3.65M 0.1%
19,995
+366
44
$3.64M 0.1%
14,738
+292
45
$3.47M 0.1%
11,420
+194
46
$3.35M 0.09%
43,530
+857
47
$3.31M 0.09%
8,578
+148
48
$3.29M 0.09%
21,159
+249
49
$3.15M 0.09%
22,736
+420
50
$3.14M 0.09%
33,233
+656
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