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
$5.3B
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$97.2M
3
+$57.2M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$39.4M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$34.8M

Top Sells

1
+$241M
2
+$7.95M
3
+$7.26M
4
CME icon
CME Group
CME
+$6.96M
5
MRK icon
Merck
MRK
+$6.33M

Sector Composition

1 Technology 7.33%
2 Financials 2.95%
3 Consumer Discretionary 1.98%
4 Communication Services 1.92%
5 Healthcare 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.58M 0.05%
7,117
-149
102
$2.51M 0.05%
9,723
-195
103
$2.47M 0.05%
1,951
-42
104
$2.43M 0.05%
8,291
-175
105
$2.43M 0.05%
38,965
-829
106
$2.36M 0.04%
21,221
-537
107
$2.32M 0.04%
8,135
-1,946
108
$2.27M 0.04%
12,089
-257
109
$2.26M 0.04%
12,095
-184
110
$2.22M 0.04%
18,435
-392
111
$2.22M 0.04%
3,112
-62
112
$2.19M 0.04%
10,300
-3,396
113
$2.12M 0.04%
35,800
-907
114
$2.12M 0.04%
23,400
-591
115
$2.11M 0.04%
6,269
-116
116
$2.06M 0.04%
6,509
+1,517
117
$2.05M 0.04%
16,260
-412
118
$2.04M 0.04%
6,011
-150
119
$2.03M 0.04%
11,239
-284
120
$2.01M 0.04%
28,510
-734
121
$2M 0.04%
16,635
-421
122
$1.98M 0.04%
16,352
-415
123
$1.95M 0.04%
9,904
-164
124
$1.95M 0.04%
21,069
-541
125
$1.91M 0.04%
4,506
-114
3 4
5
6 7