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
$1.19B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$104M
3
+$34.3M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$19.6M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$17.6M

Top Sells

1
+$519M
2
+$1.71M
3
+$1.15M
4
LH icon
Labcorp
LH
+$1.12M
5
EOG icon
EOG Resources
EOG
+$1.09M

Sector Composition

1 Technology 13.61%
2 Healthcare 7.18%
3 Financials 6.16%
4 Consumer Discretionary 5.22%
5 Industrials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.57M 0.13%
+4,973
127
$1.5M 0.13%
7,872
-58
128
$1.49M 0.13%
18,032
-160
129
$1.49M 0.13%
7,088
-66
130
$1.48M 0.12%
20,231
-148
131
$1.48M 0.12%
4,897
-36
132
$1.48M 0.12%
7,289
-55
133
$1.46M 0.12%
17,670
134
$1.46M 0.12%
8,799
-92
135
$1.42M 0.12%
41,230
-370
136
$1.42M 0.12%
5,118
-52
137
$1.41M 0.12%
1,919
-20
138
$1.41M 0.12%
16,450
-121
139
$1.39M 0.12%
72,106
-532
140
$1.38M 0.12%
14,756
-152
141
$1.36M 0.11%
20,095
-207
142
$1.36M 0.11%
19,780
+9,667
143
$1.35M 0.11%
7,871
-81
144
$1.35M 0.11%
18,765
-194
145
$1.33M 0.11%
58,557
-445
146
$1.33M 0.11%
8,600
-5,695
147
$1.32M 0.11%
4,194
-43
148
$1.32M 0.11%
17,309
-5,090
149
$1.28M 0.11%
11,400
-93
150
$1.28M 0.11%
12,267
-6,883
4 5
6
7 8