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
$2.15B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$65.5M
2
+$33.4M
3
+$32.5M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$24.8M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$12.9M

Top Sells

1
+$4.17M
2
+$3.4M
3
+$2.63M
4
META icon
Meta Platforms (Facebook)
META
+$1.37M
5
MPC icon
Marathon Petroleum
MPC
+$1.19M

Sector Composition

1 Technology 9.26%
2 Healthcare 5.2%
3 Consumer Discretionary 4.42%
4 Financials 4.38%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.37M 0.2%
22,193
-1,420
52
$4.37M 0.2%
26,217
-1,983
53
$4.22M 0.2%
29,559
-2,242
54
$4.19M 0.2%
40,344
-3,060
55
$4.16M 0.19%
25,124
-1,623
56
$4.12M 0.19%
32,807
-2,488
57
$4.02M 0.19%
67,399
-5,111
58
$4.01M 0.19%
11,114
-1,056
59
$3.94M 0.18%
54,698
-3,152
60
$3.9M 0.18%
83,643
-6,342
61
$3.87M 0.18%
18,063
-1,055
62
$3.81M 0.18%
110,855
-8,408
63
$3.76M 0.17%
65,453
-4,214
64
$3.69M 0.17%
61,214
-4,643
65
$3.64M 0.17%
11,123
-436
66
$3.52M 0.16%
29,902
-2,266
67
$3.44M 0.16%
20,752
-1,574
68
$3.37M 0.16%
29,003
-2,200
69
$3.35M 0.16%
58,258
-4,833
70
$3.26M 0.15%
5,225
-397
71
$3.14M 0.15%
19,089
-1,447
72
$3.12M 0.15%
10,600
+100
73
$3.05M 0.14%
12,634
-957
74
$3.02M 0.14%
37,835
+6,980
75
$3.01M 0.14%
78,865
-3,389
1 2
3
4 5