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
$2.49B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$97.5M
2
+$23.8M
3
+$22.1M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$18.9M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$6.81M

Top Sells

1
+$104M
2
+$27.6M
3
+$4.12M
4
AMZN icon
Amazon
AMZN
+$3.3M
5
V icon
Visa
V
+$2.2M

Sector Composition

1 Technology 7.78%
2 Financials 4.56%
3 Healthcare 4.26%
4 Consumer Discretionary 3.89%
5 Communication Services 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.13M 0.17%
8,250
-471
52
$4.1M 0.16%
104,889
-4,332
53
$4.01M 0.16%
55,164
-2,279
54
$3.96M 0.16%
75,066
-3,101
55
$3.79M 0.15%
20,036
-7,506
56
$3.64M 0.15%
100,588
-55,153
57
$3.64M 0.15%
16,764
-691
58
$3.57M 0.14%
69,097
-4,365
59
$3.57M 0.14%
14,411
-1,360
60
$3.48M 0.14%
26,238
-1,084
61
$3.47M 0.14%
18,235
-753
62
$3.39M 0.14%
53,648
-3,388
63
$3.38M 0.14%
21,488
-1,263
64
$3.37M 0.14%
9,538
-347
65
$3.34M 0.13%
13,125
-543
66
$3.32M 0.13%
73,305
-4,626
67
$3.31M 0.13%
30,307
-1,913
68
$3.25M 0.13%
25,473
-1,053
69
$3.22M 0.13%
22,793
-789
70
$3.17M 0.13%
13,695
-4,151
71
$3.17M 0.13%
22,533
-4,694
72
$3.13M 0.13%
15,782
-996
73
$3.12M 0.13%
9,200
-296
74
$3.09M 0.12%
135,073
-8,532
75
$3.06M 0.12%
21,325
-795
1 2
3
4 5