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
$3.57B
AUM Growth
-$469M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.26B
2
+$2.28M
3
+$887K
4
CVX icon
Chevron
CVX
+$815K
5
AAPL icon
Apple
AAPL
+$799K

Top Sells

1
+$1.07B
2
+$45.1M
3
+$7.39M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.59M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.87M

Sector Composition

1 Technology 4.32%
2 Healthcare 2.57%
3 Financials 2.24%
4 Consumer Discretionary 1.71%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.13M 0.03%
9,469
+133
177
$1.1M 0.03%
12,819
+422
178
$1.1M 0.03%
7,368
+195
179
$1.09M 0.03%
32,970
+1,082
180
$1.08M 0.03%
9,978
+326
181
$1.08M 0.03%
7,611
+201
182
$1.05M 0.03%
33,016
+351
183
$1.05M 0.03%
28,098
-16,187
184
$1.05M 0.03%
17,788
+254
185
$1.04M 0.03%
4,859
+101
186
$1.03M 0.03%
11,571
+213
187
$1.02M 0.03%
22,530
+320
188
$1.01M 0.03%
10,249
+421
189
$1M 0.03%
5,991
+85
190
$994K 0.03%
9,048
+298
191
$993K 0.03%
25,035
+429
192
$987K 0.03%
21,789
+24
193
$983K 0.03%
11,239
+369
194
$967K 0.03%
4,266
+61
195
$956K 0.03%
26,724
+380
196
$955K 0.03%
3,875
+9
197
$947K 0.03%
19,459
+277
198
$940K 0.03%
5,159
+137
199
$936K 0.03%
13,611
+259
200
$932K 0.03%
8,888
+152
6 7
8
9 10