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
$5.3B
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$97.2M
3
+$57.2M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$39.4M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$34.8M

Top Sells

1
+$241M
2
+$7.95M
3
+$7.26M
4
CME icon
CME Group
CME
+$6.96M
5
MRK icon
Merck
MRK
+$6.33M

Sector Composition

1 Technology 7.33%
2 Financials 2.95%
3 Consumer Discretionary 1.98%
4 Communication Services 1.92%
5 Healthcare 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.88M 0.04%
1,835
-56
127
$1.88M 0.04%
9,746
+3,646
128
$1.85M 0.03%
+5,011
129
$1.84M 0.03%
8,054
-204
130
$1.81M 0.03%
6,501
-180
131
$1.77M 0.03%
4,231
-109
132
$1.77M 0.03%
8,012
-216
133
$1.72M 0.03%
24,018
-467
134
$1.71M 0.03%
7,470
-189
135
$1.71M 0.03%
5,025
-96
136
$1.7M 0.03%
15,524
-369
137
$1.67M 0.03%
10,424
-280
138
$1.67M 0.03%
10,035
-278
139
$1.67M 0.03%
6,749
-172
140
$1.66M 0.03%
6,004
-160
141
$1.63M 0.03%
43,558
-1,120
142
$1.6M 0.03%
23,215
-632
143
$1.6M 0.03%
17,331
-491
144
$1.53M 0.03%
38,304
-1,279
145
$1.53M 0.03%
14,683
-517
146
$1.51M 0.03%
1,599
-51
147
$1.5M 0.03%
5,749
-179
148
$1.5M 0.03%
11,857
-349
149
$1.49M 0.03%
14,594
+4,890
150
$1.48M 0.03%
17,975
-582
4 5
6
7 8