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
$2.15B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$65.5M
2
+$33.4M
3
+$32.5M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$24.8M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$12.9M

Top Sells

1
+$4.17M
2
+$3.4M
3
+$2.63M
4
META icon
Meta Platforms (Facebook)
META
+$1.37M
5
MPC icon
Marathon Petroleum
MPC
+$1.19M

Sector Composition

1 Technology 9.26%
2 Healthcare 5.2%
3 Consumer Discretionary 4.42%
4 Financials 4.38%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.93M 0.09%
14,405
-750
127
$1.9M 0.09%
8,690
+1,817
128
$1.89M 0.09%
33,269
-1,734
129
$1.86M 0.09%
20,993
-883
130
$1.85M 0.09%
25,787
-1,087
131
$1.83M 0.09%
14,038
-734
132
$1.82M 0.08%
8,196
-345
133
$1.82M 0.08%
33,168
-1,731
134
$1.79M 0.08%
28,204
-1,466
135
$1.78M 0.08%
46,044
-2,405
136
$1.77M 0.08%
19,015
-798
137
$1.76M 0.08%
36,459
-1,904
138
$1.74M 0.08%
5,284
-244
139
$1.74M 0.08%
47,966
-2,019
140
$1.73M 0.08%
20,824
-1,088
141
$1.73M 0.08%
22,431
-1,173
142
$1.72M 0.08%
30,948
-1,612
143
$1.72M 0.08%
20,395
-1,184
144
$1.68M 0.08%
35,679
-1,501
145
$1.67M 0.08%
20,115
-845
146
$1.66M 0.08%
26,980
-1,409
147
$1.66M 0.08%
27,841
-1,452
148
$1.65M 0.08%
53,715
-2,250
149
$1.65M 0.08%
5,533
-293
150
$1.64M 0.08%
7,639
-403
4 5
6
7 8