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
$5.09B
AUM Growth
+$771M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$172M
3
+$102M
4
JPM icon
JPMorgan Chase
JPM
+$7.77M
5
WMT icon
Walmart
WMT
+$6.03M

Top Sells

1
+$158M
2
+$57.4M
3
+$37.4M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$35.7M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$35.2M

Sector Composition

1 Technology 6.75%
2 Healthcare 2.57%
3 Financials 2.47%
4 Communication Services 1.9%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.4M 0.07%
16,508
-652
77
$3.36M 0.07%
11,043
-4,353
78
$3.34M 0.07%
5,287
+79
79
$3.34M 0.07%
3,174
+1,427
80
$3.22M 0.06%
20,678
-2,140
81
$3.17M 0.06%
12,658
+10,308
82
$3.15M 0.06%
13,696
-1,894
83
$3.14M 0.06%
14,073
+214
84
$3.13M 0.06%
25,291
+295
85
$3.07M 0.06%
10,932
-11,007
86
$3.05M 0.06%
24,784
+421
87
$2.98M 0.06%
10,880
+260
88
$2.92M 0.06%
64,059
+9,561
89
$2.86M 0.06%
27,210
+567
90
$2.86M 0.06%
39,794
+926
91
$2.84M 0.06%
1,993
+47
92
$2.84M 0.06%
7,266
+171
93
$2.71M 0.05%
12,279
+162
94
$2.71M 0.05%
10,081
+148
95
$2.67M 0.05%
42,933
+760
96
$2.57M 0.05%
4,404
+73
97
$2.55M 0.05%
12,346
+293
98
$2.45M 0.05%
43,307
+1,030
99
$2.42M 0.05%
9,918
+175
100
$2.42M 0.05%
4,797
+72
2 3
4
5 6