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
$5.09B
AUM Growth
+$771M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$172M
3
+$102M
4
JPM icon
JPMorgan Chase
JPM
+$7.77M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$6.03M

Top Sells

1
+$158M
2
+$57.4M
3
+$37.4M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$35.7M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$35.2M

Sector Composition

1 Technology 6.75%
2 Healthcare 2.57%
3 Financials 2.47%
4 Communication Services 1.9%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.87M 0.04%
6,921
+159
127
$1.87M 0.04%
44,678
+1,033
128
$1.85M 0.04%
24,485
+427
129
$1.84M 0.04%
24,953
+577
130
$1.83M 0.04%
29,244
+676
131
$1.8M 0.04%
3,643
+84
132
$1.8M 0.04%
1,891
+23
133
$1.78M 0.03%
39,583
+1,019
134
$1.78M 0.03%
6,164
+150
135
$1.73M 0.03%
16,636
+429
136
$1.7M 0.03%
10,704
-4,175
137
$1.7M 0.03%
8,228
+202
138
$1.69M 0.03%
18,808
+458
139
$1.67M 0.03%
18,557
+453
140
$1.66M 0.03%
12,206
+315
141
$1.66M 0.03%
6,681
+172
142
$1.66M 0.03%
44,107
+824
143
$1.59M 0.03%
15,893
+3,350
144
$1.59M 0.03%
23,847
+500
145
$1.56M 0.03%
45,141
+1,101
146
$1.55M 0.03%
53,470
+1,305
147
$1.52M 0.03%
37,061
+184
148
$1.51M 0.03%
13,282
+324
149
$1.5M 0.03%
15,200
+427
150
$1.49M 0.03%
17,822
+117
4 5
6
7 8