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
$2.79B
AUM Growth
-$2.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.9M
3
+$13.4M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.4M
5
NEE icon
NextEra Energy
NEE
+$6.06M

Top Sells

1
+$1.21B
2
+$624M
3
+$327M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$231M
5
VWO icon
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
$5.48M 0.2%
10,293
-159
52
$5.38M 0.19%
1,167
-14
53
$5.3M 0.19%
8,630
-89
54
$5.03M 0.18%
18,710
-211
55
$4.9M 0.18%
9,353
-146
56
$4.72M 0.17%
15,129
-153
57
$4.68M 0.17%
12,762
-162
58
$4.59M 0.16%
4,857
-74
59
$4.58M 0.16%
38,509
-600
60
$4.53M 0.16%
20,498
-190
61
$4.28M 0.15%
74,300
-31,000
62
$4.27M 0.15%
16,800
-5,800
63
$4.2M 0.15%
30,067
-362
64
$4.08M 0.15%
68,227
-476
65
$4.07M 0.15%
10,927
-114
66
$3.97M 0.14%
41,267
-290
67
$3.75M 0.13%
10,643
-121
68
$3.75M 0.13%
11,120
-96
69
$3.71M 0.13%
8,657
-84
70
$3.71M 0.13%
51,399
-24,746
71
$3.69M 0.13%
24,847
-112
72
$3.67M 0.13%
21,937
-316
73
$3.65M 0.13%
7,537
-76
74
$3.57M 0.13%
23,215
-249
75
$3.53M 0.13%
16,844
-361
1 2
3
4 5