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
$3.22B
AUM Growth
-$336M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$228M
2
+$147M
3
+$68M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.8M
5
MSFT icon
Microsoft
MSFT
+$4.96M

Top Sells

1
+$506M
2
+$374M
3
+$66.4M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$47.1M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$16.3M

Sector Composition

1 Technology 6.63%
2 Healthcare 2.93%
3 Financials 2.61%
4 Consumer Discretionary 2.39%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.05M 0.03%
30,176
-1,453
177
$1.05M 0.03%
7,491
-394
178
$1.05M 0.03%
3,599
-182
179
$1.04M 0.03%
7,757
-412
180
$1.04M 0.03%
62,140
-3,199
181
$1.02M 0.03%
3,900
-202
182
$1.01M 0.03%
10,542
-509
183
$1.01M 0.03%
7,253
-375
184
$1.01M 0.03%
6,620
-337
185
$1M 0.03%
7,326
-390
186
$981K 0.03%
7,629
-405
187
$972K 0.03%
24,083
-1,153
188
$970K 0.03%
12,979
-560
189
$945K 0.03%
21,832
-1,130
190
$934K 0.03%
11,717
-606
191
$927K 0.03%
3,920
-208
192
$925K 0.03%
8,027
-405
193
$918K 0.03%
14,093
-690
194
$904K 0.03%
25,174
-1,309
195
$891K 0.03%
19,665
-1,020
196
$874K 0.03%
8,432
-449
197
$870K 0.03%
10,670
-551
198
$868K 0.03%
13,710
-720
199
$862K 0.03%
24,782
-1,289
200
$858K 0.03%
7,050
-342
6 7
8
9 10