SLI

Sumitomo Life Insurance Portfolio holdings

AUM $1.47B
1-Year Return 20.66%
This Quarter Return
+7%
1 Year Return
+20.66%
3 Year Return
+58.92%
5 Year Return
+100.42%
10 Year Return
+275.58%
AUM
$5.09B
AUM Growth
+$771M
Cap. Flow
+$172M
Cap. Flow %
3.37%
Top 10 Hldgs %
82.71%
Holding
279
New
5
Increased
207
Reduced
54
Closed
10

Top Buys

1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$264M
2
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
$172M
3
TIP icon
iShares TIPS Bond ETF
TIP
$102M
4
JPM icon
JPMorgan Chase
JPM
$7.77M
5
WMT icon
Walmart
WMT
$6.03M

Top Sells

1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
$158M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
$57.4M
3
BKLN icon
Invesco Senior Loan ETF
BKLN
$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 Shares
Change % 		Capital Flow
ABBV icon
51
AbbVie
ABBV
$375B
$5.33M 0.1%
27,003
+6,161
+30% +$1.22M
HD icon
52
Home Depot
HD
$417B
$5.33M 0.1%
13,148
-324
-2% -$131K
AXP icon
53
American Express
AXP
$227B
$5.21M 0.1%
19,207
+337
+2% +$91.4K
VWOB icon
54
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.58B
$5.2M 0.1%
78,300
-439,300
-85% -$29.2M
BKNG icon
55
Booking.com
BKNG
$178B
$5.04M 0.1%
1,197
+20
+2% +$84.2K
BRK.B icon
56
Berkshire Hathaway Class B
BRK.B
$1.08T
$4.92M 0.1%
10,695
+281
+3% +$129K
CDNS icon
57
Cadence Design Systems
CDNS
$95.6B
$4.77M 0.09%
17,600
+6,700
+61% +$1.82M
KLAC icon
58
KLA
KLAC
$119B
$4.72M 0.09%
6,100
+900
+17% +$697K
XOM icon
59
Exxon Mobil
XOM
$466B
$4.69M 0.09%
40,020
+1,056
+3% +$124K
SNPS icon
60
Synopsys
SNPS
$111B
$4.49M 0.09%
8,858
+137
+2% +$69.4K
TT icon
61
Trane Technologies
TT
$92.1B
$4.41M 0.09%
11,356
-3,558
-24% -$1.38M
ETN icon
62
Eaton
ETN
$136B
$4.3M 0.08%
12,968
+209
+2% +$69.3K
ORCL icon
63
Oracle
ORCL
$654B
$4.1M 0.08%
24,055
+3,980
+20% +$678K
CVX icon
64
Chevron
CVX
$310B
$4.07M 0.08%
27,652
+667
+2% +$98.2K
QCOM icon
65
Qualcomm
QCOM
$172B
$4.05M 0.08%
23,826
+10,248
+75% +$1.74M
SYK icon
66
Stryker
SYK
$150B
$4.05M 0.08%
11,201
+182
+2% +$65.7K
SCHP icon
67
Schwab US TIPS ETF
SCHP
$14B
$4.01M 0.08%
149,600
-1,249,200
-89% -$33.5M
FTNT icon
68
Fortinet
FTNT
$60.4B
$3.71M 0.07%
47,858
+485
+1% +$37.6K
BAH icon
69
Booz Allen Hamilton
BAH
$12.6B
$3.66M 0.07%
22,514
+359
+2% +$58.4K
VRTX icon
70
Vertex Pharmaceuticals
VRTX
$102B
$3.59M 0.07%
7,728
+128
+2% +$59.5K
JNJ icon
71
Johnson & Johnson
JNJ
$430B
$3.57M 0.07%
22,058
+525
+2% +$85.1K
PEP icon
72
PepsiCo
PEP
$200B
$3.54M 0.07%
20,791
+376
+2% +$63.9K
ECL icon
73
Ecolab
ECL
$77.6B
$3.5M 0.07%
13,725
+1,930
+16% +$493K
ANET icon
74
Arista Networks
ANET
$180B
$3.47M 0.07%
36,112
+14,844
+70% +$1.42M
FI icon
75
Fiserv
FI
$73.4B
$3.42M 0.07%
19,062
+2,911
+18% +$523K
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3
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