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
$2.79B
AUM Growth
-$2.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.9M
3
+$13.4M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.4M
5
NEE icon
NextEra Energy
NEE
+$6.06M

Top Sells

1
+$1.21B
2
+$624M
3
+$327M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$231M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$107M

Sector Composition

1 Technology 12.17%
2 Financials 5.65%
3 Healthcare 4.11%
4 Communication Services 3.41%
5 Consumer Discretionary 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.3M 0.08%
21,978
-222
102
$2.26M 0.08%
22,811
+2,213
103
$2.26M 0.08%
9,660
-63
104
$2.18M 0.08%
35,405
-395
105
$2.15M 0.08%
8,465
+1,956
106
$2.14M 0.08%
12,035
-60
107
$2.14M 0.08%
11,907
-182
108
$2.12M 0.08%
7,967
-45
109
$2.09M 0.07%
4,455
-51
110
$2.08M 0.07%
5,943
-68
111
$2.07M 0.07%
20,985
-236
112
$2.05M 0.07%
10,146
-154
113
$2.02M 0.07%
20,954
-115
114
$2M 0.07%
28,205
-305
115
$2M 0.07%
9,973
-62
116
$1.98M 0.07%
15,290
-234
117
$1.98M 0.07%
16,257
-95
118
$1.97M 0.07%
6,230
-39
119
$1.96M 0.07%
4,209
-22
120
$1.92M 0.07%
17,166
-165
121
$1.91M 0.07%
11,115
-124
122
$1.89M 0.07%
8,007
-47
123
$1.89M 0.07%
23,862
-156
124
$1.85M 0.07%
16,450
-185
125
$1.85M 0.07%
23,138
-262
3 4
5
6 7