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
$3.22B
AUM Growth
-$336M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$228M
2
+$147M
3
+$68M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.8M
5
MSFT icon
Microsoft
MSFT
+$4.96M

Top Sells

1
+$506M
2
+$374M
3
+$66.4M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$47.1M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$16.3M

Sector Composition

1 Technology 6.63%
2 Healthcare 2.93%
3 Financials 2.61%
4 Consumer Discretionary 2.39%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.76M 0.05%
61,225
-3,114
127
$1.75M 0.05%
2,156
-110
128
$1.74M 0.05%
7,871
-396
129
$1.72M 0.05%
33,528
-1,708
130
$1.72M 0.05%
19,114
-973
131
$1.72M 0.05%
7,640
-388
132
$1.71M 0.05%
45,261
-2,304
133
$1.7M 0.05%
20,227
-1,030
134
$1.69M 0.05%
17,338
-882
135
$1.67M 0.05%
15,194
-789
136
$1.67M 0.05%
1,646
-84
137
$1.65M 0.05%
20,406
-1,038
138
$1.61M 0.05%
13,269
-688
139
$1.61M 0.05%
4,175
-210
140
$1.61M 0.05%
5,935
-309
141
$1.6M 0.05%
7,058
-360
142
$1.59M 0.05%
20,138
-1,044
143
$1.56M 0.05%
7,423
-369
144
$1.51M 0.05%
1,881
-98
145
$1.51M 0.05%
9,411
-481
146
$1.5M 0.05%
14,763
-764
147
$1.49M 0.05%
21,227
-1,102
148
$1.46M 0.05%
6,744
-332
149
$1.43M 0.04%
6,807
-350
150
$1.37M 0.04%
9,623
-464
4 5
6
7 8