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
$3.22B
AUM Growth
-$336M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$228M
2
+$147M
3
+$68M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.8M
5
MSFT icon
Microsoft
MSFT
+$4.96M

Top Sells

1
+$506M
2
+$374M
3
+$66.4M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$47.1M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$16.3M

Sector Composition

1 Technology 6.63%
2 Healthcare 2.93%
3 Financials 2.61%
4 Consumer Discretionary 2.39%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.63M 0.08%
22,095
-659
77
$2.63M 0.08%
52,260
-2,711
78
$2.62M 0.08%
4,719
-158
79
$2.61M 0.08%
7,193
-217
80
$2.61M 0.08%
44,517
-1,181
81
$2.56M 0.08%
4,526
-164
82
$2.56M 0.08%
76,565
+61,425
83
$2.49M 0.08%
23,585
+8,421
84
$2.47M 0.08%
15,554
-2,610
85
$2.47M 0.08%
10,658
-342
86
$2.46M 0.08%
8,325
-431
87
$2.44M 0.08%
49,606
-2,575
88
$2.42M 0.08%
11,971
-387
89
$2.42M 0.08%
14,787
-766
90
$2.41M 0.07%
14,141
-744
91
$2.37M 0.07%
26,398
-989
92
$2.35M 0.07%
44,138
-1,768
93
$2.34M 0.07%
44,607
-2,313
94
$2.32M 0.07%
9,459
-491
95
$2.3M 0.07%
15,933
-827
96
$2.26M 0.07%
9,698
-504
97
$2.25M 0.07%
24,922
-1,294
98
$2.24M 0.07%
51,177
-2,655
99
$2.22M 0.07%
23,710
-1,229
100
$2.22M 0.07%
4,824
+2,012
2 3
4
5 6