SLI

Sumitomo Life Insurance Portfolio holdings

AUM $3.65B
1-Year Est. Return 21.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.65B
AUM Growth
+$431M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1 +$401M
2 +$40.2M
3 +$21.4M
4
NVDA icon
NVIDIA
NVDA
+$11.3M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$10.4M

Top Sells

1 +$164M
2 +$15.7M
3 +$9.59M
4
META icon
Meta Platforms (Facebook)
META
+$8.41M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.43M

Sector Composition

1 Technology 13.49%
2 Financials 5.49%
3 Communication Services 4.38%
4 Healthcare 3.45%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ENB icon
201
Enbridge
ENB
$120B
$891K 0.02%
18,621
+205
SRE icon
202
Sempra
SRE
$62.2B
$887K 0.02%
10,052
+43
LRCX icon
203
Lam Research
LRCX
$321B
$857K 0.02%
+5,009
PSA icon
204
Public Storage
PSA
$52.7B
$851K 0.02%
3,281
+21
MDT icon
205
Medtronic
MDT
$103B
$843K 0.02%
8,776
+88
IDXX icon
206
Idexx Laboratories
IDXX
$45.2B
$838K 0.02%
1,239
-2,075
AMT icon
207
American Tower
AMT
$85B
$819K 0.02%
4,667
+52
PNC icon
208
PNC Financial Services
PNC
$89B
$813K 0.02%
3,897
+34
AIG icon
209
American International
AIG
$42.3B
$803K 0.02%
9,382
+103
TEL icon
210
TE Connectivity
TEL
$60.1B
$784K 0.02%
3,447
+39
NXT icon
211
Nextpower Inc
NXT
$17.9B
$778K 0.02%
+8,932
CW icon
212
Curtiss-Wright
CW
$26.1B
$775K 0.02%
+1,405
MAR icon
213
Marriott International
MAR
$95.4B
$772K 0.02%
2,490
+28
NKE icon
214
Nike
NKE
$66B
$764K 0.02%
11,993
+132
A icon
215
Agilent Technologies
A
$32.4B
$763K 0.02%
5,606
+15
SPG icon
216
Simon Property Group
SPG
$65.6B
$762K 0.02%
4,115
+45
ITW icon
217
Illinois Tool Works
ITW
$73.2B
$743K 0.02%
3,015
-2
DHI icon
218
D.R. Horton
DHI
$43.1B
$737K 0.02%
5,115
+27
PRU icon
219
Prudential Financial
PRU
$34.3B
$736K 0.02%
6,524
+17
TGT icon
220
Target
TGT
$59.2B
$730K 0.02%
7,472
+82
SNOW icon
221
Snowflake
SNOW
$48.3B
$728K 0.02%
3,318
+31
CMS icon
222
CMS Energy
CMS
$23.7B
$725K 0.02%
10,374
+114
FDX icon
223
FedEx
FDX
$94.5B
$722K 0.02%
2,500
+4
ROK icon
224
Rockwell Automation
ROK
$45.5B
$720K 0.02%
1,851
+20
VLO icon
225
Valero Energy
VLO
$73.3B
$714K 0.02%
4,384
+48