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
$2.79B
AUM Growth
-$2.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.9M
3
+$13.4M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.4M
5
NEE icon
NextEra Energy
NEE
+$6.06M

Top Sells

1
+$1.21B
2
+$624M
3
+$327M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$231M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$107M

Sector Composition

1 Technology 12.17%
2 Financials 5.65%
3 Healthcare 4.11%
4 Communication Services 3.41%
5 Consumer Discretionary 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.39M 0.05%
35,988
-601
152
$1.39M 0.05%
8,144
-155
153
$1.37M 0.05%
8,984
-92
154
$1.35M 0.05%
5,437
-50
155
$1.35M 0.05%
4,851
-50
156
$1.34M 0.05%
23,026
-189
157
$1.32M 0.05%
4,667
-46
158
$1.31M 0.05%
6,307
-66
159
$1.31M 0.05%
21,788
-224
160
$1.31M 0.05%
51,502
-516
161
$1.29M 0.05%
13,799
-1
162
$1.29M 0.05%
1,584
-15
163
$1.28M 0.05%
15,194
-505
164
$1.28M 0.05%
43,480
-436
165
$1.25M 0.04%
3,816
-66
166
$1.23M 0.04%
+2,820
167
$1.23M 0.04%
20,418
-21
168
$1.22M 0.04%
3,056
-4
169
$1.21M 0.04%
3,672
170
$1.2M 0.04%
12,606
-126
171
$1.16M 0.04%
17,114
+174
172
$1.15M 0.04%
1,687
-54
173
$1.12M 0.04%
9,219
-1
174
$1.11M 0.04%
11,640
+105
175
$1.1M 0.04%
14,089
-144
5 6
7
8 9