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
$2.15B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$65.5M
2
+$33.4M
3
+$32.5M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$24.8M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$12.9M

Top Sells

1
+$4.17M
2
+$3.4M
3
+$2.63M
4
META icon
Meta Platforms (Facebook)
META
+$1.37M
5
MPC icon
Marathon Petroleum
MPC
+$1.19M

Sector Composition

1 Technology 9.26%
2 Healthcare 5.2%
3 Consumer Discretionary 4.42%
4 Financials 4.38%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.63M 0.08%
58,148
-3,041
152
$1.63M 0.08%
8,091
-341
153
$1.6M 0.07%
6,368
-312
154
$1.58M 0.07%
13,059
-836
155
$1.58M 0.07%
19,290
-809
156
$1.56M 0.07%
10,798
-454
157
$1.56M 0.07%
13,471
-1,122
158
$1.53M 0.07%
19,204
-1,101
159
$1.52M 0.07%
3,192
-134
160
$1.51M 0.07%
42,242
-1,779
161
$1.51M 0.07%
13,843
-582
162
$1.5M 0.07%
14,352
-603
163
$1.49M 0.07%
13,779
-730
164
$1.49M 0.07%
25,194
-1,056
165
$1.49M 0.07%
9,314
-389
166
$1.49M 0.07%
23,295
-1,265
167
$1.48M 0.07%
13,465
-566
168
$1.47M 0.07%
6,241
-283
169
$1.46M 0.07%
11,421
-503
170
$1.46M 0.07%
7,554
-401
171
$1.46M 0.07%
32,211
-1,395
172
$1.44M 0.07%
6,956
-292
173
$1.43M 0.07%
14,333
-905
174
$1.43M 0.07%
48,298
-3,053
175
$1.42M 0.07%
13,108
-551
5 6
7
8 9