SLI

Sumitomo Life Insurance Portfolio holdings

AUM $3.22B
1-Year Est. Return 18.87%
This Quarter Est. Return
1 Year Est. Return
+18.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.09B
AUM Growth
+$771M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$172M
3
+$102M
4
JPM icon
JPMorgan Chase
JPM
+$7.77M
5
WMT icon
Walmart
WMT
+$6.03M

Top Sells

1
+$158M
2
+$57.4M
3
+$37.4M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$35.7M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$35.2M

Sector Composition

1 Technology 6.75%
2 Healthcare 2.57%
3 Financials 2.47%
4 Communication Services 1.9%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.33M 0.1%
27,003
+6,161
52
$5.33M 0.1%
13,148
-324
53
$5.21M 0.1%
19,207
+337
54
$5.2M 0.1%
78,300
-439,300
55
$5.04M 0.1%
1,197
+20
56
$4.92M 0.1%
10,695
+281
57
$4.77M 0.09%
17,600
+6,700
58
$4.72M 0.09%
6,100
+900
59
$4.69M 0.09%
40,020
+1,056
60
$4.49M 0.09%
8,858
+137
61
$4.41M 0.09%
11,356
-3,558
62
$4.3M 0.08%
12,968
+209
63
$4.1M 0.08%
24,055
+3,980
64
$4.07M 0.08%
27,652
+667
65
$4.05M 0.08%
23,826
+10,248
66
$4.05M 0.08%
11,201
+182
67
$4.01M 0.08%
149,600
-1,249,200
68
$3.71M 0.07%
47,858
+485
69
$3.66M 0.07%
22,514
+359
70
$3.59M 0.07%
7,728
+128
71
$3.57M 0.07%
22,058
+525
72
$3.54M 0.07%
20,791
+376
73
$3.5M 0.07%
13,725
+1,930
74
$3.47M 0.07%
36,112
+14,844
75
$3.42M 0.07%
19,062
+2,911
1 2
3
4 5