SLI
Sumitomo Life Insurance Portfolio holdings
AUM
$1.47B
1-Year Est. Return
20.66%
1 Year Est. Return
+20.66%
AUM
$2.79B
AUM Growth
-$2.5B
(-47%)
Holding
278
Top Buys
| 1 | +$16.2M | |
| 2 | +$13.9M | |
| 3 | +$13.4M | |
| 4 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
+$10.4M |
| 5 |
NextEra Energy
NEE
|
+$6.06M |
Top Sells
| 1 | +$1.21B | |
| 2 | +$624M | |
| 3 | +$327M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$231M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$107M |
Sector Composition
| 1 | Technology | 12.17% |
| 2 | Financials | 5.65% |
| 3 | Healthcare | 4.11% |
| 4 | Communication Services | 3.41% |
| 5 | Consumer Discretionary | 3.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Berkshire Hathaway Class B
BRK.B
$1.05T
| $5.48M | 0.2% |
10,293
-159
|
|
||
52
Booking.com
BKNG
$161B
| $5.38M | 0.19% |
1,167
-14
|
|
||
53
Intuit
INTU
$184B
| $5.3M | 0.19% |
8,630
-89
|
|
||
54
American Express
AXP
$248B
| $5.03M | 0.18% |
18,710
-211
|
|
||
55
UnitedHealth
UNH
$300B
| $4.9M | 0.18% |
9,353
-146
|
|
||
56
Accenture
ACN
$151B
| $4.72M | 0.17% |
15,129
-153
|
|
||
57
Home Depot
HD
$381B
| $4.68M | 0.17% |
12,762
-162
|
|
||
58
Costco
COST
$417B
| $4.59M | 0.16% |
4,857
-74
|
|
||
59
Exxon Mobil
XOM
$481B
| $4.58M | 0.16% |
38,509
-600
|
|
||
60
Fiserv
FI
$34.7B
| $4.53M | 0.16% |
20,498
-190
|
|
||
61
iShares Core US REIT ETF
USRT
$3.12B
| $4.28M | 0.15% |
74,300
-31,000
|
|
||
62
Cadence Design Systems
CDNS
$90.7B
| $4.27M | 0.15% |
16,800
-5,800
|
|
||
63
Oracle
ORCL
$707B
| $4.2M | 0.15% |
30,067
-362
|
|
||
64
Williams Companies
WMB
$69B
| $4.08M | 0.15% |
68,227
-476
|
|
||
65
Stryker
SYK
$139B
| $4.07M | 0.15% |
10,927
-114
|
|
||
66
Fortinet
FTNT
$65.3B
| $3.97M | 0.14% |
41,267
-290
|
|
||
67
CrowdStrike
CRWD
$134B
| $3.75M | 0.13% |
10,643
-121
|
|
||
68
Trane Technologies
TT
$96B
| $3.75M | 0.13% |
11,120
-96
|
|
||
69
Synopsys
SNPS
$77.3B
| $3.71M | 0.13% |
8,657
-84
|
|
||
70
Vertiv
VRT
$69.1B
| $3.71M | 0.13% |
51,399
-24,746
|
|
||
71
Tradeweb Markets
TW
$22.4B
| $3.69M | 0.13% |
24,847
-112
|
|
||
72
Chevron
CVX
$307B
| $3.67M | 0.13% |
21,937
-316
|
|
||
73
Vertex Pharmaceuticals
VRTX
$108B
| $3.65M | 0.13% |
7,537
-76
|
|
||
74
Qualcomm
QCOM
$186B
| $3.57M | 0.13% |
23,215
-249
|
|
||
75
AbbVie
ABBV
$381B
| $3.53M | 0.13% |
16,844
-361
|
|