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
$3.57B
AUM Growth
-$469M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.26B
2
+$2.28M
3
+$887K
4
CVX icon
Chevron
CVX
+$815K
5
AAPL icon
Apple
AAPL
+$799K

Top Sells

1
+$1.07B
2
+$45.1M
3
+$7.39M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.59M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.87M

Sector Composition

1 Technology 4.32%
2 Healthcare 2.57%
3 Financials 2.24%
4 Consumer Discretionary 1.71%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.12M 0.09%
6,554
+112
52
$3.04M 0.09%
59,895
+790
53
$3M 0.08%
12,235
-93
54
$2.97M 0.08%
13,198
+261
55
$2.94M 0.08%
17,125
+301
56
$2.78M 0.08%
19,721
+391
57
$2.74M 0.08%
16,618
+327
58
$2.74M 0.08%
64,965
-375
59
$2.72M 0.08%
12,933
+255
60
$2.71M 0.08%
21,245
+419
61
$2.68M 0.07%
68,240
+1,344
62
$2.67M 0.07%
13,416
+233
63
$2.65M 0.07%
29,546
+581
64
$2.6M 0.07%
17,833
+317
65
$2.6M 0.07%
25,414
+461
66
$2.59M 0.07%
69,224
+914
67
$2.59M 0.07%
26,947
+532
68
$2.58M 0.07%
14,762
+289
69
$2.58M 0.07%
10,112
+400
70
$2.58M 0.07%
28,691
+567
71
$2.56M 0.07%
7,599
+135
72
$2.51M 0.07%
26,884
+480
73
$2.49M 0.07%
26,853
+529
74
$2.47M 0.07%
25,960
+448
75
$2.4M 0.07%
59,085
+777
1 2
3
4 5