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
$2.49B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$97.5M
2
+$23.8M
3
+$22.1M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$18.9M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$6.81M

Top Sells

1
+$104M
2
+$27.6M
3
+$4.12M
4
AMZN icon
Amazon
AMZN
+$3.3M
5
V icon
Visa
V
+$2.2M

Sector Composition

1 Technology 7.78%
2 Financials 4.56%
3 Healthcare 4.26%
4 Consumer Discretionary 3.89%
5 Communication Services 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.43M 0.1%
1,043
-43
102
$2.43M 0.1%
31,294
-1,293
103
$2.43M 0.1%
34,605
-27,034
104
$2.38M 0.1%
41,413
-1,710
105
$2.37M 0.1%
19,478
-782
106
$2.3M 0.09%
9,686
-401
107
$2.3M 0.09%
13,347
-647
108
$2.27M 0.09%
9,228
-378
109
$2.25M 0.09%
6,871
-284
110
$2.23M 0.09%
49,378
-2,040
111
$2.21M 0.09%
24,892
-1,028
112
$2.2M 0.09%
35,371
-1,715
113
$2.2M 0.09%
33,972
-1,648
114
$2.19M 0.09%
10,988
-454
115
$2.19M 0.09%
8,971
-398
116
$2.17M 0.09%
11,871
+3,488
117
$2.16M 0.09%
16,729
-812
118
$2.15M 0.09%
55,754
-12,500
119
$2.13M 0.09%
36,399
-21,644
120
$2.09M 0.08%
7,176
-228
121
$2.05M 0.08%
26,511
-1,095
122
$2.04M 0.08%
31,142
-1,286
123
$2.03M 0.08%
39,765
-3,639
124
$2.03M 0.08%
4,148
+603
125
$2.02M 0.08%
21,766
-1,466
3 4
5
6 7