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
$2.15B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$65.5M
2
+$33.4M
3
+$32.5M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$24.8M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$12.9M

Top Sells

1
+$4.17M
2
+$3.4M
3
+$2.63M
4
META icon
Meta Platforms (Facebook)
META
+$1.37M
5
MPC icon
Marathon Petroleum
MPC
+$1.19M

Sector Composition

1 Technology 9.26%
2 Healthcare 5.2%
3 Consumer Discretionary 4.42%
4 Financials 4.38%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.41M 0.07%
42,874
-1,806
177
$1.4M 0.07%
6,665
-421
178
$1.39M 0.06%
28,462
-2,118
179
$1.36M 0.06%
14,415
-749
180
$1.36M 0.06%
14,659
-927
181
$1.35M 0.06%
47,407
-3,524
182
$1.35M 0.06%
35,442
-2,230
183
$1.32M 0.06%
13,628
-1,014
184
$1.31M 0.06%
14,305
-907
185
$1.31M 0.06%
38,541
-2,010
186
$1.29M 0.06%
13,011
-966
187
$1.29M 0.06%
8,496
-318
188
$1.27M 0.06%
+3,897
189
$1.23M 0.06%
8,552
-635
190
$1.19M 0.06%
5,650
-358
191
$1.17M 0.05%
24,136
-1,893
192
$1.17M 0.05%
21,147
-1,573
193
$1.15M 0.05%
7,700
+100
194
$1.15M 0.05%
11,691
-871
195
$1.14M 0.05%
16,160
-1,202
196
$1.14M 0.05%
11,898
-875
197
$1.14M 0.05%
4,731
-285
198
$1.14M 0.05%
44,504
-3,296
199
$1.13M 0.05%
57,641
-4,288
200
$1.13M 0.05%
36,387
-2,296
6 7
8
9 10