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
$3.22B
AUM Growth
-$336M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$228M
2
+$147M
3
+$68M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.8M
5
MSFT icon
Microsoft
MSFT
+$4.96M

Top Sells

1
+$506M
2
+$374M
3
+$66.4M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$47.1M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$16.3M

Sector Composition

1 Technology 6.63%
2 Healthcare 2.93%
3 Financials 2.61%
4 Consumer Discretionary 2.39%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.18M 0.29%
53,940
-764
27
$8.52M 0.27%
32,732
-1,392
28
$8.5M 0.26%
19,931
+8,119
29
$7.58M 0.24%
51,735
+23,929
30
$7.46M 0.23%
10,563
+4,079
31
$7.4M 0.23%
11,215
+4,696
32
$7.17M 0.22%
13,504
+4,429
33
$6.82M 0.21%
19,670
-813
34
$6.77M 0.21%
60,650
-3,130
35
$6.37M 0.2%
14,456
+7,236
36
$6.01M 0.19%
55,360
+21,643
37
$5.55M 0.17%
15,830
-614
38
$5.4M 0.17%
27,372
+10,907
39
$5.32M 0.17%
98,000
-147,200
40
$5.08M 0.16%
10,438
+6,721
41
$5.02M 0.16%
8,034
-293
42
$4.98M 0.15%
16,797
-742
43
$4.94M 0.15%
13,843
-718
44
$4.72M 0.15%
31,673
-1,642
45
$4.69M 0.15%
29,896
-1,547
46
$4.68M 0.15%
26,140
+15,580
47
$4.61M 0.14%
8,952
-745
48
$4.57M 0.14%
45,735
-2,368
49
$4.37M 0.14%
1,232
-48
50
$4.13M 0.13%
68,012
+37,074
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