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
$5.09B
AUM Growth
+$771M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$172M
3
+$102M
4
JPM icon
JPMorgan Chase
JPM
+$7.77M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$6.03M

Top Sells

1
+$158M
2
+$57.4M
3
+$37.4M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$35.7M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$35.2M

Sector Composition

1 Technology 6.75%
2 Healthcare 2.57%
3 Financials 2.47%
4 Communication Services 1.9%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.18M 0.02%
2,264
+61
177
$1.18M 0.02%
6,686
+61
178
$1.16M 0.02%
9,351
+250
179
$1.14M 0.02%
5,049
+136
180
$1.13M 0.02%
6,100
+180
181
$1.13M 0.02%
11,736
+347
182
$1.12M 0.02%
10,793
+290
183
$1.11M 0.02%
17,692
+516
184
$1.11M 0.02%
5,795
+159
185
$1.1M 0.02%
6,815
+199
186
$1.1M 0.02%
9,510
+262
187
$1.09M 0.02%
3,160
+95
188
$1.09M 0.02%
+9,704
189
$1.07M 0.02%
21,059
+574
190
$1.07M 0.02%
10,283
+298
191
$1.05M 0.02%
3,873
-2,632
192
$1.05M 0.02%
13,112
+357
193
$991K 0.02%
22,091
+653
194
$988K 0.02%
14,966
-9,334
195
$976K 0.02%
18,735
+504
196
$974K 0.02%
6,480
+189
197
$951K 0.02%
14,666
+396
198
$950K 0.02%
11,355
+286
199
$948K 0.02%
4,936
+204
200
$943K 0.02%
6,351
+171
6 7
8
9 10