SLI

Sumitomo Life Insurance Portfolio holdings

AUM $3.22B
1-Year Est. Return 18.87%
This Quarter Est. Return
1 Year Est. Return
+18.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.09B
AUM Growth
+$771M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$172M
3
+$102M
4
JPM icon
JPMorgan Chase
JPM
+$7.77M
5
WMT icon
Walmart
WMT
+$6.03M

Top Sells

1
+$158M
2
+$57.4M
3
+$37.4M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$35.7M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$35.2M

Sector Composition

1 Technology 6.75%
2 Healthcare 2.57%
3 Financials 2.47%
4 Communication Services 1.9%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12M 0.24%
71,764
+2,067
27
$11.8M 0.23%
72,003
+20,272
28
$11.6M 0.23%
18,738
+1,150
29
$11.5M 0.22%
22,167
+1,936
30
$11.4M 0.22%
12,849
-2,235
31
$11.3M 0.22%
22,993
+1,959
32
$10.2M 0.2%
89,794
+14,744
33
$9.44M 0.19%
111,678
-4,706
34
$9.42M 0.19%
132,860
+11,720
35
$9.1M 0.18%
112,742
+74,719
36
$8.15M 0.16%
31,145
+9,191
37
$8.06M 0.16%
107,271
+22,771
38
$8.01M 0.16%
36,293
+16,774
39
$7.57M 0.15%
27,540
-1,501
40
$7.52M 0.15%
89,760
-12,150
41
$7.2M 0.14%
36,838
+21,377
42
$7.05M 0.14%
149,555
+16,925
43
$6.74M 0.13%
32,464
-2,898
44
$6.74M 0.13%
67,700
+12,800
45
$6.47M 0.13%
163,026
+10,921
46
$6.1M 0.12%
48,100
+5,241
47
$5.84M 0.11%
74,862
+25,069
48
$5.49M 0.11%
8,836
+137
49
$5.48M 0.11%
15,497
+246
50
$5.46M 0.11%
40,700
+14,200
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