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
$5.09B
AUM Growth
+$771M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$172M
3
+$102M
4
JPM icon
JPMorgan Chase
JPM
+$7.77M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$6.03M

Top Sells

1
+$158M
2
+$57.4M
3
+$37.4M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$35.7M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$35.2M

Sector Composition

1 Technology 6.75%
2 Healthcare 2.57%
3 Financials 2.47%
4 Communication Services 1.9%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.49M 0.03%
4,992
+2,987
152
$1.46M 0.03%
1,650
+44
153
$1.43M 0.03%
22,679
+610
154
$1.39M 0.03%
37,609
+917
155
$1.39M 0.03%
5,925
+160
156
$1.37M 0.03%
5,889
+144
157
$1.35M 0.03%
15,152
+413
158
$1.35M 0.03%
3,709
+94
159
$1.35M 0.03%
11,491
+310
160
$1.34M 0.03%
11,629
+314
161
$1.32M 0.03%
6,527
+189
162
$1.31M 0.03%
3,788
+102
163
$1.31M 0.03%
8,417
+226
164
$1.27M 0.03%
4,903
+212
165
$1.26M 0.02%
14,109
+385
166
$1.25M 0.02%
5,637
-6,965
167
$1.25M 0.02%
6,567
+61
168
$1.23M 0.02%
4,855
+131
169
$1.23M 0.02%
11,106
+328
170
$1.21M 0.02%
8,641
+233
171
$1.2M 0.02%
54,411
+1,466
172
$1.19M 0.02%
6,224
+168
173
$1.19M 0.02%
16,490
+445
174
$1.18M 0.02%
6,920
+207
175
$1.18M 0.02%
22,850
+614
5 6
7
8 9