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
$3.22B
AUM Growth
-$336M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$228M
2
+$147M
3
+$68M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.8M
5
MSFT icon
Microsoft
MSFT
+$4.96M

Top Sells

1
+$506M
2
+$374M
3
+$66.4M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$47.1M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$16.3M

Sector Composition

1 Technology 6.63%
2 Healthcare 2.93%
3 Financials 2.61%
4 Consumer Discretionary 2.39%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.2M 0.07%
7,058
-368
102
$2.19M 0.07%
13,943
-723
103
$2.19M 0.07%
24,059
-679
104
$2.15M 0.07%
48,423
-1,836
105
$2.12M 0.07%
42,047
-2,182
106
$2.09M 0.06%
23,871
-943
107
$2.08M 0.06%
7,970
-414
108
$2.07M 0.06%
28,581
-1,485
109
$2.07M 0.06%
+7,600
110
$2.04M 0.06%
+4,978
111
$2.03M 0.06%
8,774
-1,633
112
$2.03M 0.06%
21,566
-1,134
113
$2M 0.06%
15,629
+8,700
114
$1.96M 0.06%
6,795
-347
115
$1.88M 0.06%
22,724
-713
116
$1.88M 0.06%
24,660
-856
117
$1.86M 0.06%
8,174
-235
118
$1.84M 0.06%
35,628
+1,885
119
$1.84M 0.06%
24,785
+6,652
120
$1.8M 0.06%
2,051
+626
121
$1.79M 0.06%
51,637
-2,682
122
$1.77M 0.06%
4,450
-162
123
$1.77M 0.06%
21,535
-1,097
124
$1.77M 0.06%
19,021
-968
125
$1.77M 0.05%
7,936
-403
3 4
5
6 7