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
$4.32B
AUM Growth
+$470M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$309M
2
+$199M
3
+$20.5M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$19.8M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$17.5M

Top Sells

1
+$138M
2
+$26.3M
3
+$5.13M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$4.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.76M

Sector Composition

1 Technology 6.92%
2 Healthcare 2.53%
3 Financials 2.39%
4 Communication Services 2.01%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.87M 0.11%
132,630
+25,410
52
$4.66M 0.11%
1,177
-21
53
$4.64M 0.11%
13,472
-5,075
54
$4.63M 0.11%
15,251
-143
55
$4.49M 0.1%
38,964
-5,093
56
$4.37M 0.1%
18,870
-620
57
$4.34M 0.1%
21,954
-6,358
58
$4.33M 0.1%
+54,900
59
$4.24M 0.1%
10,414
-1,362
60
$4.22M 0.1%
26,985
-3,527
61
$4.08M 0.09%
19,519
-4,825
62
$4M 0.09%
12,759
-3,634
63
$3.92M 0.09%
15,396
-877
64
$3.79M 0.09%
49,793
+42,166
65
$3.75M 0.09%
11,019
-203
66
$3.64M 0.08%
64,300
+5,400
67
$3.57M 0.08%
20,842
-2,723
68
$3.56M 0.08%
7,600
-98
69
$3.56M 0.08%
15,590
-143
70
$3.53M 0.08%
5,200
-2,000
71
$3.41M 0.08%
22,155
+4,845
72
$3.37M 0.08%
20,415
-723
73
$3.23M 0.07%
26,500
+6,300
74
$3.15M 0.07%
21,533
-2,808
75
$3.07M 0.07%
24,363
-619
1 2
3
4 5