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
$3.22B
AUM Growth
-$336M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$228M
2
+$147M
3
+$68M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.8M
5
MSFT icon
Microsoft
MSFT
+$4.96M

Top Sells

1
+$506M
2
+$374M
3
+$66.4M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$47.1M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$16.3M

Sector Composition

1 Technology 6.63%
2 Healthcare 2.93%
3 Financials 2.61%
4 Consumer Discretionary 2.39%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.07M 0.13%
16,893
-715
52
$4M 0.12%
69,259
+47,080
53
$3.8M 0.12%
15,581
-617
54
$3.79M 0.12%
24,463
-1,271
55
$3.76M 0.12%
20,078
-830
56
$3.58M 0.11%
7,007
-250
57
$3.56M 0.11%
30,672
-1,416
58
$3.5M 0.11%
13,698
+1,459
59
$3.47M 0.11%
10,300
-396
60
$3.46M 0.11%
11,546
-458
61
$3.43M 0.11%
20,210
-940
62
$3.33M 0.1%
30,576
-1,588
63
$3.31M 0.1%
22,455
-1,165
64
$3.28M 0.1%
12,462
-647
65
$3.26M 0.1%
96,910
-4,544
66
$3.22M 0.1%
7,922
+17
67
$3.22M 0.1%
+52,300
68
$3.21M 0.1%
16,191
-626
69
$3.11M 0.1%
25,753
-3,213
70
$3.09M 0.1%
9,954
-342
71
$2.81M 0.09%
10,170
-369
72
$2.75M 0.09%
20,209
-781
73
$2.72M 0.08%
14,353
-551
74
$2.69M 0.08%
45,583
-2,366
75
$2.68M 0.08%
17,780
-7,848
1 2
3
4 5