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
$5.09B
AUM Growth
+$771M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$172M
3
+$102M
4
JPM icon
JPMorgan Chase
JPM
+$7.77M
5
WMT icon
Walmart
WMT
+$6.03M

Top Sells

1
+$158M
2
+$57.4M
3
+$37.4M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$35.7M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$35.2M

Sector Composition

1 Technology 6.75%
2 Healthcare 2.57%
3 Financials 2.47%
4 Communication Services 1.9%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.42M 0.05%
64,300
-947,800
102
$2.42M 0.05%
21,610
+513
103
$2.39M 0.05%
10,068
+140
104
$2.38M 0.05%
38,700
-256,700
105
$2.35M 0.05%
23,991
+571
106
$2.35M 0.05%
6,161
+147
107
$2.34M 0.05%
8,466
+194
108
$2.29M 0.04%
18,827
+434
109
$2.26M 0.04%
+1,100
110
$2.13M 0.04%
16,672
+385
111
$2.13M 0.04%
7,659
+182
112
$2.13M 0.04%
17,056
+393
113
$2.09M 0.04%
21,758
+518
114
$2.07M 0.04%
4,340
+99
115
$2.04M 0.04%
8,258
+190
116
$2.03M 0.04%
6,385
+111
117
$2.03M 0.04%
+31,205
118
$2.02M 0.04%
22,825
-7,441
119
$1.98M 0.04%
11,523
+266
120
$1.97M 0.04%
16,767
+401
121
$1.95M 0.04%
36,707
+847
122
$1.94M 0.04%
10,313
+273
123
$1.93M 0.04%
5,121
+85
124
$1.93M 0.04%
4,620
+111
125
$1.91M 0.04%
5,928
+143
3 4
5
6 7