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
$1.19B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$104M
3
+$34.3M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$19.6M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$17.6M

Top Sells

1
+$519M
2
+$1.71M
3
+$1.15M
4
LH icon
Labcorp
LH
+$1.12M
5
EOG icon
EOG Resources
EOG
+$1.09M

Sector Composition

1 Technology 13.61%
2 Healthcare 7.18%
3 Financials 6.16%
4 Consumer Discretionary 5.22%
5 Industrials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.3M 0.19%
33,048
-245
77
$2.29M 0.19%
23,363
-173
78
$2.28M 0.19%
40,230
-345
79
$2.27M 0.19%
17,285
-127
80
$2.26M 0.19%
24,329
-181
81
$2.26M 0.19%
12,272
+4,307
82
$2.24M 0.19%
59,170
-439
83
$2.24M 0.19%
13,052
-96
84
$2.2M 0.19%
9,625
-72
85
$2.17M 0.18%
58,022
+18,362
86
$2.15M 0.18%
27,413
-203
87
$2.1M 0.18%
11,730
-66
88
$2.1M 0.18%
27,613
-180
89
$2.06M 0.17%
10,382
-57
90
$2.06M 0.17%
24,861
-145
91
$2.06M 0.17%
52,854
-389
92
$2.03M 0.17%
25,149
-185
93
$2.01M 0.17%
2,442
-18
94
$1.97M 0.17%
60,421
-449
95
$1.96M 0.16%
9,214
-69
96
$1.96M 0.16%
23,571
-176
97
$1.93M 0.16%
21,970
-164
98
$1.91M 0.16%
7,468
99
$1.9M 0.16%
3,400
-161
100
$1.9M 0.16%
7,849
-58
2 3
4
5 6