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
$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
LULU icon
176
lululemon athletica
LULU
$19.1B
$1.09M 0.04%
3,843
+21
PSA icon
177
Public Storage
PSA
$48.4B
$1.08M 0.04%
3,600
CNI icon
178
Canadian National Railway
CNI
$58.9B
$1.08M 0.04%
11,040
-114
RYAN icon
179
Ryan Specialty Holdings
RYAN
$7.09B
$1.06M 0.04%
+14,292
DOV icon
180
Dover
DOV
$24.4B
$1.05M 0.04%
5,980
-61
CCK icon
181
Crown Holdings
CCK
$11.2B
$1.01M 0.04%
11,353
GM icon
182
General Motors
GM
$62.4B
$998K 0.04%
21,230
-162
ELV icon
183
Elevance Health
ELV
$70.4B
$955K 0.03%
2,195
+22
DLR icon
184
Digital Realty Trust
DLR
$57.8B
$944K 0.03%
6,591
-8
CEG icon
185
Constellation Energy
CEG
$113B
$934K 0.03%
4,632
-15,382
MFC icon
186
Manulife Financial
MFC
$55.5B
$920K 0.03%
29,533
+137
AMAT icon
187
Applied Materials
AMAT
$183B
$917K 0.03%
6,320
-10
AEP icon
188
American Electric Power
AEP
$64.4B
$917K 0.03%
8,392
+117
MU icon
189
Micron Technology
MU
$245B
$909K 0.03%
10,464
+106
COO icon
190
Cooper Companies
COO
$13.7B
$907K 0.03%
10,750
-8
ENB icon
191
Enbridge
ENB
$101B
$897K 0.03%
20,235
+75
LECO icon
192
Lincoln Electric
LECO
$12.4B
$884K 0.03%
4,674
-32
AIG icon
193
American International
AIG
$44.7B
$873K 0.03%
10,040
SBUX icon
194
Starbucks
SBUX
$90.5B
$871K 0.03%
8,877
+42
CHTR icon
195
Charter Communications
CHTR
$28.6B
$866K 0.03%
2,351
-14
TTEK icon
196
Tetra Tech
TTEK
$8.43B
$850K 0.03%
29,059
-109,327
TGT icon
197
Target
TGT
$40.9B
$846K 0.03%
8,108
-54
CMS icon
198
CMS Energy
CMS
$22.2B
$844K 0.03%
11,233
+146
NKE icon
199
Nike
NKE
$90.5B
$831K 0.03%
13,084
+2
WSC icon
200
WillScot Mobile Mini Holdings
WSC
$3.81B
$825K 0.03%
29,688
-32
6 7
8
9 10