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
$2.79B
AUM Growth
-$2.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.9M
3
+$13.4M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.4M
5
NEE icon
NextEra Energy
NEE
+$6.06M

Top Sells

1
+$1.21B
2
+$624M
3
+$327M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$231M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$107M

Sector Composition

1 Technology 12.17%
2 Financials 5.65%
3 Healthcare 4.11%
4 Communication Services 3.41%
5 Consumer Discretionary 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.53M 0.13%
21,275
-324
77
$3.44M 0.12%
12,656
-129
78
$3.39M 0.12%
13,371
-143
79
$3.37M 0.12%
13,791
-54
80
$3.28M 0.12%
15,981
-247
81
$3.23M 0.12%
49,304
+2,457
82
$3.14M 0.11%
5,171
-35
83
$3.1M 0.11%
24,155
-193
84
$3.03M 0.11%
20,231
-232
85
$3M 0.11%
9,619
-147
86
$3M 0.11%
41,769
-650
87
$2.97M 0.11%
20,249
-126
88
$2.88M 0.1%
18,159
-276
89
$2.82M 0.1%
10,493
-161
90
$2.75M 0.1%
38,381
-584
91
$2.74M 0.1%
41,810
-329
92
$2.73M 0.1%
35,281
-114
93
$2.66M 0.1%
1,921
-30
94
$2.58M 0.09%
22,097
-319
95
$2.52M 0.09%
60,860
-228
96
$2.49M 0.09%
8,166
-125
97
$2.46M 0.09%
16,079
-181
98
$2.44M 0.09%
4,308
-18
99
$2.31M 0.08%
7,009
-108
100
$2.31M 0.08%
25,746
-392
2 3
4
5 6