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
$3.57B
AUM Growth
-$469M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.26B
2
+$2.28M
3
+$887K
4
CVX icon
Chevron
CVX
+$815K
5
AAPL icon
Apple
AAPL
+$799K

Top Sells

1
+$1.07B
2
+$45.1M
3
+$7.39M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.59M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.87M

Sector Composition

1 Technology 4.32%
2 Healthcare 2.57%
3 Financials 2.24%
4 Consumer Discretionary 1.71%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.9M 0.05%
9,652
+434
102
$1.9M 0.05%
15,052
+296
103
$1.88M 0.05%
11,618
+172
104
$1.81M 0.05%
12,806
+253
105
$1.8M 0.05%
10,666
+196
106
$1.79M 0.05%
19,438
+327
107
$1.78M 0.05%
45,336
+828
108
$1.76M 0.05%
31,591
+578
109
$1.75M 0.05%
5,594
+57
110
$1.73M 0.05%
2,847
+26
111
$1.73M 0.05%
3,691
+49
112
$1.73M 0.05%
7,223
+114
113
$1.71M 0.05%
16,364
+321
114
$1.69M 0.05%
17,670
115
$1.69M 0.05%
4,804
+65
116
$1.68M 0.05%
18,270
+335
117
$1.67M 0.05%
12,444
+197
118
$1.67M 0.05%
955
+126
119
$1.67M 0.05%
3,460
+76
120
$1.67M 0.05%
79,650
-27,864
121
$1.67M 0.05%
21,818
-11,103
122
$1.67M 0.05%
26,940
+458
123
$1.65M 0.05%
2,782
+21
124
$1.64M 0.05%
5,513
+56
125
$1.63M 0.05%
26,966
+759
3 4
5
6 7