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
$3.55B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$883M
2
+$341M
3
+$27.3M
4
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$24.8M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$24.6M

Top Sells

1
+$130M
2
+$80.1M
3
+$30.6M
4
AAPL icon
Apple
AAPL
+$1.45M
5
NVDA icon
NVIDIA
NVDA
+$1.42M

Sector Composition

1 Technology 4.7%
2 Healthcare 2.23%
3 Financials 1.99%
4 Consumer Discretionary 1.79%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.19M 0.03%
4,619
-61
152
$1.18M 0.03%
2,717
-37
153
$1.17M 0.03%
4,453
-61
154
$1.17M 0.03%
1,425
-824
155
$1.17M 0.03%
22,179
-333
156
$1.16M 0.03%
7,076
-103
157
$1.16M 0.03%
7,099
-106
158
$1.12M 0.03%
10,087
-145
159
$1.1M 0.03%
2,812
+835
160
$1.07M 0.03%
5,951
-190
161
$1.07M 0.03%
31,629
-474
162
$1.06M 0.03%
58,147
-652
163
$1.06M 0.03%
25,236
-379
164
$1.06M 0.03%
13,296
-188
165
$1.06M 0.03%
+5,806
166
$1.05M 0.03%
7,135
-106
167
$1.04M 0.03%
7,458
-112
168
$1.03M 0.03%
18,157
-272
169
$1.01M 0.03%
11,051
-165
170
$1.01M 0.03%
11,408
-158
171
$996K 0.03%
6,887
-2,898
172
$989K 0.03%
8,169
-78
173
$987K 0.03%
20,685
-279
174
$981K 0.03%
65,339
-810
175
$966K 0.03%
17,594
-243
5 6
7
8 9