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
$5.3B
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$97.2M
3
+$57.2M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$39.4M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$34.8M

Top Sells

1
+$241M
2
+$7.95M
3
+$7.26M
4
CME icon
CME Group
CME
+$6.96M
5
MRK icon
Merck
MRK
+$6.33M

Sector Composition

1 Technology 7.33%
2 Financials 2.95%
3 Consumer Discretionary 1.98%
4 Communication Services 1.92%
5 Healthcare 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.79M 0.13%
22,600
+5,000
52
$6.13M 0.12%
37,599
+761
53
$6.03M 0.11%
105,300
+66,600
54
$5.97M 0.11%
83,243
-28,435
55
$5.87M 0.11%
1,181
-16
56
$5.62M 0.11%
18,921
-286
57
$5.51M 0.1%
138,386
-11,169
58
$5.48M 0.1%
8,719
-117
59
$5.44M 0.1%
3,200
+2,100
60
$5.38M 0.1%
15,282
-215
61
$5.07M 0.1%
30,429
+6,374
62
$5.03M 0.09%
12,924
-224
63
$4.81M 0.09%
9,499
-15,721
64
$4.74M 0.09%
10,452
-243
65
$4.52M 0.09%
4,931
-7,918
66
$4.48M 0.08%
20,014
+15,111
67
$4.25M 0.08%
20,688
+1,626
68
$4.24M 0.08%
12,785
-183
69
$4.24M 0.08%
8,741
-117
70
$4.21M 0.08%
39,109
-911
71
$4.14M 0.08%
11,216
-140
72
$3.98M 0.08%
11,041
-160
73
$3.93M 0.07%
41,557
-6,301
74
$3.91M 0.07%
35,395
-717
75
$3.72M 0.07%
68,703
+4,644
1 2
3
4 5