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
$1.19B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$104M
3
+$34.3M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$19.6M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$17.6M

Top Sells

1
+$519M
2
+$1.71M
3
+$1.15M
4
LH icon
Labcorp
LH
+$1.12M
5
EOG icon
EOG Resources
EOG
+$1.09M

Sector Composition

1 Technology 13.61%
2 Healthcare 7.18%
3 Financials 6.16%
4 Consumer Discretionary 5.22%
5 Industrials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.02M 0.09%
13,644
-141
177
$1.02M 0.09%
19,517
-9,671
178
$1.02M 0.09%
8,003
-83
179
$998K 0.08%
10,574
-108
180
$997K 0.08%
15,971
-163
181
$977K 0.08%
4,644
-3,956
182
$971K 0.08%
+16,634
183
$969K 0.08%
4,572
-47
184
$968K 0.08%
8,736
-90
185
$962K 0.08%
15,672
-160
186
$954K 0.08%
3,321
-34
187
$950K 0.08%
6,487
-67
188
$932K 0.08%
6,673
-69
189
$924K 0.08%
9,840
-101
190
$918K 0.08%
25,458
-262
191
$908K 0.08%
8,257
-85
192
$903K 0.08%
16,144
-168
193
$903K 0.08%
8,952
-92
194
$890K 0.07%
9,049
-93
195
$874K 0.07%
3,824
-43
196
$872K 0.07%
14,449
-148
197
$869K 0.07%
28,852
-297
198
$857K 0.07%
10,447
-6,246
199
$848K 0.07%
3,427
-35
200
$842K 0.07%
3,808
-39
6 7
8
9 10