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
$2.49B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$97.5M
2
+$23.8M
3
+$22.1M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$18.9M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$6.81M

Top Sells

1
+$104M
2
+$27.6M
3
+$4.12M
4
AMZN icon
Amazon
AMZN
+$3.3M
5
V icon
Visa
V
+$2.2M

Sector Composition

1 Technology 7.78%
2 Financials 4.56%
3 Healthcare 4.26%
4 Consumer Discretionary 3.89%
5 Communication Services 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.77M 0.07%
23,322
-1,132
152
$1.77M 0.07%
28,526
-1,179
153
$1.76M 0.07%
30,241
-1,249
154
$1.75M 0.07%
18,153
-876
155
$1.75M 0.07%
7,087
-342
156
$1.73M 0.07%
6,456
-266
157
$1.72M 0.07%
9,359
-295
158
$1.71M 0.07%
28,470
-1,176
159
$1.67M 0.07%
11,130
-460
160
$1.67M 0.07%
3,519
-171
161
$1.66M 0.07%
12,257
-592
162
$1.65M 0.07%
+27,572
163
$1.65M 0.07%
22,685
+986
164
$1.63M 0.07%
20,310
-834
165
$1.61M 0.06%
17,670
166
$1.6M 0.06%
11,695
-482
167
$1.59M 0.06%
2,710
-112
168
$1.59M 0.06%
17,855
-1,753
169
$1.59M 0.06%
19,360
-630
170
$1.58M 0.06%
5,114
+3,445
171
$1.57M 0.06%
17,940
-866
172
$1.56M 0.06%
21,568
-2,721
173
$1.55M 0.06%
16,304
-672
174
$1.54M 0.06%
19,586
-946
175
$1.53M 0.06%
4,273
-3,500
5 6
7
8 9