SLI
Sumitomo Life Insurance Portfolio holdings
AUM
$1.47B
1-Year Est. Return
20.66%
1 Year Est. Return
+20.66%
AUM
$2.79B
AUM Growth
-$2.5B
(-47%)
Holding
278
Top Buys
| 1 | +$16.2M | |
| 2 | +$13.9M | |
| 3 | +$13.4M | |
| 4 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
+$10.4M |
| 5 |
NextEra Energy
NEE
|
+$6.06M |
Top Sells
| 1 | +$1.21B | |
| 2 | +$624M | |
| 3 | +$327M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$231M |
| 5 |
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
Intuitive Surgical
ISRG
$191B
| $12.2M | 0.44% |
24,684
+4,110
|
|
||
27
ServiceNow
NOW
$185B
| $12.2M | 0.44% |
15,306
-1,851
|
|
||
|
28
NextEra Energy
NEE
$170B
| $12M | 0.43% |
168,795
+85,552
|
|
||
29
Thermo Fisher Scientific
TMO
$212B
| $11.9M | 0.43% |
23,930
+4,499
|
|
||
30
Boston Scientific
BSX
$147B
| $11.2M | 0.4% |
111,481
+11,623
|
|
||
31
Walmart
WMT
$815B
| $10.9M | 0.39% |
124,459
+6,315
|
|
||
32
Alphabet (Google) Class C
GOOG
$3.36T
| $10.8M | 0.39% |
69,206
-1,016
|
|
||
33
Vanguard S&P 500 ETF
VOO
$769B
| $10.5M | 0.38% |
20,500
-30,000
|
|
||
34
Tesla
TSLA
$1.48T
| $10.4M | 0.37% |
40,144
-10,274
|
|
||
35
iShares Core MSCI Emerging Markets ETF
IEMG
$113B
| $9.44M | 0.34% |
175,000
-108,900
|
|
||
36
Visa
V
$658B
| $9.34M | 0.33% |
26,649
-354
|
|
||
37
Sysco
SYY
$35B
| $9.19M | 0.33% |
122,503
+29,206
|
|
||
38
Uber
UBER
$197B
| $8.94M | 0.32% |
122,767
+4,749
|
|
||
39
Paychex
PAYX
$41.4B
| $8.89M | 0.32% |
57,600
+4,300
|
|
||
40
Zoetis
ZTS
$55.2B
| $8.59M | 0.31% |
52,152
+14,553
|
|
||
41
Adobe
ADBE
$140B
| $8.17M | 0.29% |
21,291
-1,549
|
|
||
42
Advanced Micro Devices
AMD
$406B
| $7.69M | 0.28% |
74,807
+6,013
|
|
||
43
Airbnb
ABNB
$74.9B
| $7.66M | 0.27% |
64,161
+2,939
|
|
||
44
Mercado Libre
MELI
$117B
| $7.61M | 0.27% |
3,900
+700
|
|
||
45
Blackstone
BX
$112B
| $7.44M | 0.27% |
53,200
-4,700
|
|
||
46
Bank of America
BAC
$391B
| $7.4M | 0.26% |
177,213
-1,972
|
|
||
47
Carlisle Companies
CSL
$13.7B
| $7.25M | 0.26% |
21,300
+16,289
|
|
||
48
Palo Alto Networks
PANW
$145B
| $6.36M | 0.23% |
37,300
-300
|
|
||
49
Vulcan Materials
VMC
$38.6B
| $6.11M | 0.22% |
26,202
-2,040
|
|
||
50
iShares US Infrastructure ETF
IFRA
$3.03B
| $5.58M | 0.2% |
123,700
+116,100
|
|