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
$2.49B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$97.5M
2
+$23.8M
3
+$22.1M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$18.9M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$6.81M

Top Sells

1
+$104M
2
+$27.6M
3
+$4.12M
4
AMZN icon
Amazon
AMZN
+$3.3M
5
V icon
Visa
V
+$2.2M

Sector Composition

1 Technology 7.78%
2 Financials 4.56%
3 Healthcare 4.26%
4 Consumer Discretionary 3.89%
5 Communication Services 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.01M 0.12%
8,048
-3,116
77
$3M 0.12%
15,938
-1,006
78
$2.83M 0.11%
4,589
-190
79
$2.82M 0.11%
7,365
+3,874
80
$2.79M 0.11%
21,948
-907
81
$2.78M 0.11%
11,170
-4,834
82
$2.74M 0.11%
19,879
+7,040
83
$2.73M 0.11%
85,041
-3,510
84
$2.71M 0.11%
14,416
-596
85
$2.71M 0.11%
8,596
-355
86
$2.68M 0.11%
3,549
-147
87
$2.67M 0.11%
31,927
-1,158
88
$2.66M 0.11%
40,824
-1,686
89
$2.65M 0.11%
11,095
-458
90
$2.6M 0.1%
18,906
-2,092
91
$2.6M 0.1%
18,811
-913
92
$2.58M 0.1%
39,045
-1,613
93
$2.58M 0.1%
13,344
-449
94
$2.57M 0.1%
33,247
-18,993
95
$2.53M 0.1%
9,546
-362
96
$2.52M 0.1%
10,445
-432
97
$2.5M 0.1%
33,164
-1,371
98
$2.49M 0.1%
12,201
-504
99
$2.48M 0.1%
19,529
-806
100
$2.44M 0.1%
21,873
-606
2 3
4
5 6