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
$2.49B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$97.5M
2
+$23.8M
3
+$22.1M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$18.9M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$6.81M

Top Sells

1
+$104M
2
+$27.6M
3
+$4.12M
4
AMZN icon
Amazon
AMZN
+$3.3M
5
V icon
Visa
V
+$2.2M

Sector Composition

1 Technology 7.78%
2 Financials 4.56%
3 Healthcare 4.26%
4 Consumer Discretionary 3.89%
5 Communication Services 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.53M 0.06%
11,132
+196
177
$1.53M 0.06%
17,880
-736
178
$1.53M 0.06%
5,374
-222
179
$1.52M 0.06%
15,748
-479
180
$1.51M 0.06%
12,188
-504
181
$1.51M 0.06%
7,432
+1,347
182
$1.5M 0.06%
24,603
-1,012
183
$1.48M 0.06%
24,493
-1,183
184
$1.47M 0.06%
+5,588
185
$1.46M 0.06%
40,968
-1,684
186
$1.45M 0.06%
13,965
-574
187
$1.45M 0.06%
+15,818
188
$1.45M 0.06%
17,074
-705
189
$1.43M 0.06%
12,482
-605
190
$1.43M 0.06%
11,189
-462
191
$1.43M 0.06%
14,689
-468
192
$1.43M 0.06%
23,241
-957
193
$1.42M 0.06%
6,417
-265
194
$1.42M 0.06%
21,434
-884
195
$1.41M 0.06%
16,642
-804
196
$1.39M 0.06%
37,755
-1,550
197
$1.38M 0.06%
5,993
-281
198
$1.37M 0.06%
9,166
-378
199
$1.37M 0.06%
12,284
-507
200
$1.35M 0.05%
4,032
-1,288
6 7
8
9 10