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
$5.3B
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$97.2M
3
+$57.2M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$39.4M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$34.8M

Top Sells

1
+$241M
2
+$7.95M
3
+$7.26M
4
CME icon
CME Group
CME
+$6.96M
5
MRK icon
Merck
MRK
+$6.33M

Sector Composition

1 Technology 7.33%
2 Financials 2.95%
3 Consumer Discretionary 1.98%
4 Communication Services 1.92%
5 Healthcare 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.46M 0.03%
6,303
-29,990
152
$1.46M 0.03%
12,922
-360
153
$1.46M 0.03%
3,822
-51
154
$1.46M 0.03%
18,219
-589
155
$1.45M 0.03%
14,586
-12,624
156
$1.45M 0.03%
24,193
-760
157
$1.44M 0.03%
8,299
-342
158
$1.42M 0.03%
43,916
-1,225
159
$1.42M 0.03%
3,427
-1,370
160
$1.4M 0.03%
36,413
-648
161
$1.39M 0.03%
5,751
-174
162
$1.38M 0.03%
52,018
-1,452
163
$1.35M 0.03%
12,732
-380
164
$1.34M 0.03%
6,489
-197
165
$1.31M 0.02%
36,589
-1,020
166
$1.29M 0.02%
9,076
-275
167
$1.27M 0.02%
3,882
-150
168
$1.25M 0.02%
13,800
+3,517
169
$1.23M 0.02%
6,373
-194
170
$1.21M 0.02%
5,487
-150
171
$1.2M 0.02%
52,810
-1,601
172
$1.19M 0.02%
+15,699
173
$1.17M 0.02%
22,012
-667
174
$1.17M 0.02%
6,599
-216
175
$1.14M 0.02%
21,392
-699
5 6
7
8 9