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
$2.49B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$97.5M
2
+$23.8M
3
+$22.1M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$18.9M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$6.81M

Top Sells

1
+$104M
2
+$27.6M
3
+$4.12M
4
AMZN icon
Amazon
AMZN
+$3.3M
5
V icon
Visa
V
+$2.2M

Sector Composition

1 Technology 7.78%
2 Financials 4.56%
3 Healthcare 4.26%
4 Consumer Discretionary 3.89%
5 Communication Services 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.02M 0.08%
7,231
-299
127
$2.01M 0.08%
+9,191
128
$2.01M 0.08%
5,436
-225
129
$2.01M 0.08%
11,434
-472
130
$2M 0.08%
20,832
-860
131
$1.99M 0.08%
4,034
-166
132
$1.99M 0.08%
35,952
-1,486
133
$1.99M 0.08%
12,340
-511
134
$1.99M 0.08%
58,785
+11,070
135
$1.98M 0.08%
6,662
+3,211
136
$1.97M 0.08%
4,686
+778
137
$1.97M 0.08%
15,682
-760
138
$1.96M 0.08%
11,749
-485
139
$1.93M 0.08%
16,132
-666
140
$1.93M 0.08%
36,492
-1,507
141
$1.93M 0.08%
24,886
-694
142
$1.91M 0.08%
12,717
+6,982
143
$1.9M 0.08%
7,707
-81
144
$1.86M 0.08%
11,798
-554
145
$1.86M 0.07%
12,570
-519
146
$1.86M 0.07%
8,688
-288
147
$1.84M 0.07%
11,127
-459
148
$1.83M 0.07%
10,203
-421
149
$1.8M 0.07%
12,773
-529
150
$1.78M 0.07%
16,924
-565
4 5
6
7 8