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
$1.19B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$104M
3
+$34.3M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$19.6M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$17.6M

Top Sells

1
+$519M
2
+$1.71M
3
+$1.15M
4
LH icon
Labcorp
LH
+$1.12M
5
EOG icon
EOG Resources
EOG
+$1.09M

Sector Composition

1 Technology 13.61%
2 Healthcare 7.18%
3 Financials 6.16%
4 Consumer Discretionary 5.22%
5 Industrials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.26M 0.11%
20,145
-207
152
$1.26M 0.11%
8,276
-85
153
$1.25M 0.11%
27,981
-289
154
$1.24M 0.1%
9,233
-96
155
$1.23M 0.1%
24,598
-253
156
$1.21M 0.1%
12,507
-130
157
$1.17M 0.1%
23,819
-245
158
$1.17M 0.1%
8,446
-87
159
$1.16M 0.1%
22,901
-236
160
$1.16M 0.1%
22,035
-187
161
$1.15M 0.1%
7,912
-81
162
$1.15M 0.1%
3,214
-33
163
$1.14M 0.1%
15,116
-156
164
$1.14M 0.1%
11,499
-118
165
$1.13M 0.1%
12,427
-128
166
$1.12M 0.09%
15,462
-159
167
$1.11M 0.09%
4,566
-47
168
$1.11M 0.09%
12,505
-129
169
$1.1M 0.09%
4,313
-45
170
$1.07M 0.09%
6,715
-69
171
$1.07M 0.09%
29,265
-302
172
$1.05M 0.09%
11,594
-120
173
$1.05M 0.09%
35,098
-361
174
$1.05M 0.09%
12,579
-129
175
$1.03M 0.09%
8,537
-88
5 6
7
8 9