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
$1.19B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$104M
3
+$34.3M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$19.6M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$17.6M

Top Sells

1
+$519M
2
+$1.71M
3
+$1.15M
4
LH icon
Labcorp
LH
+$1.12M
5
EOG icon
EOG Resources
EOG
+$1.09M

Sector Composition

1 Technology 13.61%
2 Healthcare 7.18%
3 Financials 6.16%
4 Consumer Discretionary 5.22%
5 Industrials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.85M 0.41%
9,770
+432
27
$4.77M 0.4%
13,137
+1,342
28
$4.74M 0.4%
16,583
-101
29
$4.65M 0.39%
12,064
-76
30
$4.59M 0.39%
30,899
-226
31
$4.56M 0.38%
28,595
-210
32
$4.55M 0.38%
70,900
-510
33
$4.27M 0.36%
34,800
+11,105
34
$4.13M 0.35%
22,631
-520
35
$4.11M 0.35%
10,643
-63
36
$3.97M 0.33%
14,195
+1,182
37
$3.89M 0.33%
20,905
-153
38
$3.8M 0.32%
35,747
-8,510
39
$3.67M 0.31%
8,237
-48
40
$3.6M 0.3%
18,531
-119
41
$3.59M 0.3%
46,558
-4,137
42
$3.54M 0.3%
21,466
-138
43
$3.47M 0.29%
12,160
-856
44
$3.43M 0.29%
1,294
+25
45
$3.36M 0.28%
33,890
+7,799
46
$3.35M 0.28%
16,649
-111
47
$3.33M 0.28%
16,895
-103
48
$3.31M 0.28%
28,904
-9,467
49
$3.31M 0.28%
53,280
-391
50
$3.08M 0.26%
107,751
-59,853
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