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
$1.19B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$104M
3
+$34.3M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$19.6M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$17.6M

Top Sells

1
+$519M
2
+$1.71M
3
+$1.15M
4
LH icon
Labcorp
LH
+$1.12M
5
EOG icon
EOG Resources
EOG
+$1.09M

Sector Composition

1 Technology 13.61%
2 Healthcare 7.18%
3 Financials 6.16%
4 Consumer Discretionary 5.22%
5 Industrials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.96M 0.25%
25,592
-152
52
$2.93M 0.25%
9,996
+2,506
53
$2.93M 0.25%
6,303
-36
54
$2.92M 0.25%
29,131
-214
55
$2.92M 0.25%
71,495
-525
56
$2.91M 0.24%
14,567
-107
57
$2.73M 0.23%
41,063
-195
58
$2.73M 0.23%
16,370
-98
59
$2.72M 0.23%
10,634
-64
60
$2.65M 0.22%
38,159
-280
61
$2.63M 0.22%
21,100
+9,075
62
$2.59M 0.22%
7,117
+1,744
63
$2.59M 0.22%
12,942
-95
64
$2.58M 0.22%
11,569
-83
65
$2.57M 0.22%
49,147
-361
66
$2.56M 0.22%
52,137
-384
67
$2.54M 0.21%
25,963
-192
68
$2.52M 0.21%
11,336
-83
69
$2.49M 0.21%
14,936
-141
70
$2.47M 0.21%
7,160
-43
71
$2.42M 0.2%
7,282
-52
72
$2.41M 0.2%
9,794
-56
73
$2.41M 0.2%
14,938
-83
74
$2.38M 0.2%
18,624
-135
75
$2.34M 0.2%
4,680
-26
1 2
3
4 5