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
$2.79B
AUM Growth
-$2.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.9M
3
+$13.4M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.4M
5
NEE icon
NextEra Energy
NEE
+$6.06M

Top Sells

1
+$1.21B
2
+$624M
3
+$327M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$231M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$107M

Sector Composition

1 Technology 12.17%
2 Financials 5.65%
3 Healthcare 4.11%
4 Communication Services 3.41%
5 Consumer Discretionary 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.8M 0.06%
5,969
-35
127
$1.79M 0.06%
5,747
-2
128
$1.74M 0.06%
9,872
-32
129
$1.74M 0.06%
38,274
-30
130
$1.73M 0.06%
1,823
-12
131
$1.7M 0.06%
12,794
-128
132
$1.69M 0.06%
9,616
-130
133
$1.66M 0.06%
6,239
-64
134
$1.65M 0.06%
17,968
-7
135
$1.64M 0.06%
24,194
+1
136
$1.64M 0.06%
18,212
-7
137
$1.59M 0.06%
5,005
-20
138
$1.57M 0.06%
6,711
-38
139
$1.55M 0.06%
10,364
-60
140
$1.54M 0.06%
6,461
-40
141
$1.52M 0.05%
7,427
-43
142
$1.51M 0.05%
5,691
-60
143
$1.5M 0.05%
14,279
-307
144
$1.48M 0.05%
52,272
-538
145
$1.47M 0.05%
2,320
-792
146
$1.44M 0.05%
3,439
+12
147
$1.44M 0.05%
5,566
-2,569
148
$1.43M 0.05%
14,662
-21
149
$1.42M 0.05%
14,594
150
$1.39M 0.05%
6,424
-65
4 5
6
7 8