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
$2.15B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$65.5M
2
+$33.4M
3
+$32.5M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$24.8M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$12.9M

Top Sells

1
+$4.17M
2
+$3.4M
3
+$2.63M
4
META icon
Meta Platforms (Facebook)
META
+$1.37M
5
MPC icon
Marathon Petroleum
MPC
+$1.19M

Sector Composition

1 Technology 9.26%
2 Healthcare 5.2%
3 Consumer Discretionary 4.42%
4 Financials 4.38%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.98M 0.14%
34,702
-2,502
77
$2.92M 0.14%
19,600
-1,411
78
$2.9M 0.13%
18,404
-961
79
$2.88M 0.13%
61,317
-5,411
80
$2.81M 0.13%
119,428
-9,058
81
$2.8M 0.13%
27,703
-1,449
82
$2.79M 0.13%
24,368
-970
83
$2.77M 0.13%
12,475
-652
84
$2.73M 0.13%
27,279
-1,161
85
$2.71M 0.13%
62,810
-4,765
86
$2.66M 0.12%
42,108
-2,041
87
$2.6M 0.12%
18,619
-971
88
$2.56M 0.12%
99,087
-5,169
89
$2.56M 0.12%
11,278
-589
90
$2.56M 0.12%
15,371
-802
91
$2.54M 0.12%
45,654
-2,374
92
$2.54M 0.12%
10,737
-561
93
$2.53M 0.12%
15,325
-799
94
$2.53M 0.12%
16,032
-661
95
$2.53M 0.12%
25,568
-984
96
$2.51M 0.12%
11,377
-450
97
$2.43M 0.11%
6,346
-331
98
$2.39M 0.11%
8,414
-439
99
$2.38M 0.11%
14,223
-742
100
$2.34M 0.11%
8,696
-453
2 3
4
5 6