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
$1.47B
AUM Growth
-$1.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$23.2M
3
+$7.56M
4
CME icon
CME Group
CME
+$6.57M
5
SPOT icon
Spotify
SPOT
+$3.6M

Top Sells

1
+$745M
2
+$519M
3
+$104M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$64.7M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$50.3M

Sector Composition

1 Technology 28.13%
2 Financials 11.76%
3 Communication Services 7.34%
4 Healthcare 7.22%
5 Consumer Discretionary 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DUK icon
176
Duke Energy
DUK
$96.1B
$1.01M 0.07%
8,599
-620
DUOL icon
177
Duolingo
DUOL
$8.62B
$1.01M 0.07%
2,453
-156
PSA icon
178
Public Storage
PSA
$48.1B
$985K 0.07%
3,358
-242
GM icon
179
General Motors
GM
$67.1B
$981K 0.07%
19,933
-1,297
ORLY icon
180
O'Reilly Automotive
ORLY
$83B
$979K 0.07%
10,859
-781
RYAN icon
181
Ryan Specialty Holdings
RYAN
$7.32B
$951K 0.06%
13,982
-310
WSO icon
182
Watsco Inc
WSO
$14.1B
$922K 0.06%
2,088
+735
LECO icon
183
Lincoln Electric
LECO
$12.5B
$916K 0.06%
4,417
-257
CHTR icon
184
Charter Communications
CHTR
$26.5B
$909K 0.06%
2,223
-128
MFC icon
185
Manulife Financial
MFC
$58B
$892K 0.06%
27,914
-1,619
NKE icon
186
Nike
NKE
$97.6B
$868K 0.06%
12,217
-867
ENB icon
187
Enbridge
ENB
$105B
$867K 0.06%
19,127
-1,108
AIG icon
188
American International
AIG
$42.3B
$825K 0.06%
9,638
-402
POOL icon
189
Pool Corp
POOL
$9.16B
$823K 0.06%
2,825
-2,180
AEP icon
190
American Electric Power
AEP
$65B
$823K 0.06%
7,932
-460
NSC icon
191
Norfolk Southern
NSC
$63.6B
$800K 0.05%
3,126
-131
AJG icon
192
Arthur J. Gallagher & Co
AJG
$65.9B
$798K 0.05%
+2,493
HCA icon
193
HCA Healthcare
HCA
$108B
$796K 0.05%
2,079
-87
ELV icon
194
Elevance Health
ELV
$73B
$796K 0.05%
2,047
-148
USB icon
195
US Bancorp
USB
$73.5B
$785K 0.05%
17,351
-756
MDT icon
196
Medtronic
MDT
$123B
$784K 0.05%
8,992
-9,220
SRE icon
197
Sempra
SRE
$60.2B
$780K 0.05%
10,288
-573
SBUX icon
198
Starbucks
SBUX
$98.3B
$769K 0.05%
8,390
-487
ITW icon
199
Illinois Tool Works
ITW
$71.2B
$767K 0.05%
3,101
-135
NUE icon
200
Nucor
NUE
$33.4B
$759K 0.05%
5,863
-342
6 7
8
9 10