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
$2.79B
AUM Growth
-$2.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.9M
3
+$13.4M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.4M
5
NEE icon
NextEra Energy
NEE
+$6.06M

Top Sells

1
+$1.21B
2
+$624M
3
+$327M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$231M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$107M

Sector Composition

1 Technology 12.17%
2 Financials 5.65%
3 Healthcare 4.11%
4 Communication Services 3.41%
5 Consumer Discretionary 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.09M 0.04%
3,843
+21
177
$1.08M 0.04%
3,600
178
$1.08M 0.04%
11,040
-114
179
$1.06M 0.04%
+14,292
180
$1.05M 0.04%
5,980
-61
181
$1.01M 0.04%
11,353
182
$998K 0.04%
21,230
-162
183
$955K 0.03%
2,195
+22
184
$944K 0.03%
6,591
-8
185
$934K 0.03%
4,632
-15,382
186
$920K 0.03%
29,533
+137
187
$917K 0.03%
6,320
-10
188
$917K 0.03%
8,392
+117
189
$909K 0.03%
10,464
+106
190
$907K 0.03%
10,750
-8
191
$897K 0.03%
20,235
+75
192
$884K 0.03%
4,674
-32
193
$873K 0.03%
10,040
194
$871K 0.03%
8,877
+42
195
$866K 0.03%
2,351
-14
196
$850K 0.03%
29,059
-109,327
197
$846K 0.03%
8,108
-54
198
$844K 0.03%
11,233
+146
199
$831K 0.03%
13,084
+2
200
$825K 0.03%
29,688
-32
6 7
8
9 10