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
$3.22B
AUM Growth
-$336M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$228M
2
+$147M
3
+$68M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.8M
5
MSFT icon
Microsoft
MSFT
+$4.96M

Top Sells

1
+$506M
2
+$374M
3
+$66.4M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$47.1M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$16.3M

Sector Composition

1 Technology 6.63%
2 Healthcare 2.93%
3 Financials 2.61%
4 Consumer Discretionary 2.39%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.35M 0.04%
3,375
-172
152
$1.34M 0.04%
26,071
-1,370
153
$1.31M 0.04%
21,403
+12,015
154
$1.29M 0.04%
4,322
-227
155
$1.29M 0.04%
4,240
-213
156
$1.29M 0.04%
6,772
-327
157
$1.29M 0.04%
7,385
-368
158
$1.24M 0.04%
16,131
-776
159
$1.23M 0.04%
13,385
-4,513
160
$1.22M 0.04%
2,582
-135
161
$1.21M 0.04%
5,550
-256
162
$1.2M 0.04%
12,664
-632
163
$1.19M 0.04%
5,772
-179
164
$1.15M 0.04%
16,765
-829
165
$1.14M 0.04%
4,391
-228
166
$1.12M 0.03%
6,808
-327
167
$1.11M 0.03%
9,859
-523
168
$1.09M 0.03%
7,116
-342
169
$1.09M 0.03%
2,793
-135
170
$1.08M 0.03%
6,949
-359
171
$1.07M 0.03%
8,910
-473
172
$1.07M 0.03%
20,468
-997
173
$1.06M 0.03%
17,323
-834
174
$1.05M 0.03%
10,871
-537
175
$1.05M 0.03%
12,325
-639
5 6
7
8 9