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
$2.15B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$65.5M
2
+$33.4M
3
+$32.5M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$24.8M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$12.9M

Top Sells

1
+$4.17M
2
+$3.4M
3
+$2.63M
4
META icon
Meta Platforms (Facebook)
META
+$1.37M
5
MPC icon
Marathon Petroleum
MPC
+$1.19M

Sector Composition

1 Technology 9.26%
2 Healthcare 5.2%
3 Consumer Discretionary 4.42%
4 Financials 4.38%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.33M 0.11%
4,140
-216
102
$2.27M 0.11%
4,049
-212
103
$2.26M 0.11%
38,637
-2,016
104
$2.25M 0.1%
36,701
-1,089
105
$2.21M 0.1%
40,732
-2,126
106
$2.21M 0.1%
21,631
-1,130
107
$2.18M 0.1%
14,882
-777
108
$2.18M 0.1%
29,058
-1,514
109
$2.18M 0.1%
19,239
-1,006
110
$2.17M 0.1%
19,468
-1,011
111
$2.12M 0.1%
26,910
-1,401
112
$2.1M 0.1%
10,500
+101
113
$2.09M 0.1%
16,774
-876
114
$2.08M 0.1%
1,215
-63
115
$2.07M 0.1%
12,785
-669
116
$2.06M 0.1%
18,044
-1,273
117
$2.06M 0.1%
12,169
-635
118
$2.06M 0.1%
25,382
-1,326
119
$2.05M 0.1%
24,292
+7,084
120
$2.03M 0.09%
10,015
-523
121
$2.02M 0.09%
8,703
-453
122
$2.02M 0.09%
27,148
-1,035
123
$2.01M 0.09%
20,676
-1,078
124
$1.98M 0.09%
23,952
-728
125
$1.93M 0.09%
20,594
-1,073
3 4
5
6 7