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
$2.79B
AUM Growth
-$2.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.9M
3
+$13.4M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.4M
5
NEE icon
NextEra Energy
NEE
+$6.06M

Top Sells

1
+$1.21B
2
+$624M
3
+$327M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$231M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$107M

Sector Composition

1 Technology 12.17%
2 Financials 5.65%
3 Healthcare 4.11%
4 Communication Services 3.41%
5 Consumer Discretionary 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.2M 0.44%
24,684
+4,110
27
$12.2M 0.44%
15,306
-1,851
28
$12M 0.43%
168,795
+85,552
29
$11.9M 0.43%
23,930
+4,499
30
$11.2M 0.4%
111,481
+11,623
31
$10.9M 0.39%
124,459
+6,315
32
$10.8M 0.39%
69,206
-1,016
33
$10.5M 0.38%
20,500
-30,000
34
$10.4M 0.37%
40,144
-10,274
35
$9.44M 0.34%
175,000
-108,900
36
$9.34M 0.33%
26,649
-354
37
$9.19M 0.33%
122,503
+29,206
38
$8.94M 0.32%
122,767
+4,749
39
$8.89M 0.32%
57,600
+4,300
40
$8.59M 0.31%
52,152
+14,553
41
$8.17M 0.29%
21,291
-1,549
42
$7.69M 0.28%
74,807
+6,013
43
$7.66M 0.27%
64,161
+2,939
44
$7.61M 0.27%
3,900
+700
45
$7.44M 0.27%
53,200
-4,700
46
$7.4M 0.26%
177,213
-1,972
47
$7.25M 0.26%
21,300
+16,289
48
$6.36M 0.23%
37,300
-300
49
$6.11M 0.22%
26,202
-2,040
50
$5.58M 0.2%
123,700
+116,100
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2
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