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
$3.22B
AUM Growth
+$1.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$848M
2
+$138M
3
+$123M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$114M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$107M

Top Sells

1
+$8.23M
2
+$5.88M
3
+$3.11M
4
JPM icon
JPMorgan Chase
JPM
+$3.08M
5
PG icon
Procter & Gamble
PG
+$2.07M

Sector Composition

1 Technology 14.73%
2 Financials 5.65%
3 Communication Services 4.6%
4 Consumer Discretionary 3.47%
5 Healthcare 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WSO icon
201
Watsco Inc
WSO
$13.9B
$820K 0.03%
2,027
-61
USB icon
202
US Bancorp
USB
$80.2B
$814K 0.03%
16,846
-505
RYAN icon
203
Ryan Specialty Holdings
RYAN
$7.05B
$788K 0.02%
13,982
ITW icon
204
Illinois Tool Works
ITW
$72.4B
$787K 0.02%
3,017
-84
CSL icon
205
Carlisle Companies
CSL
$13.5B
$782K 0.02%
2,376
-2,505
PNC icon
206
PNC Financial Services
PNC
$77.7B
$776K 0.02%
3,863
-136
NUE icon
207
Nucor
NUE
$36.4B
$773K 0.02%
5,705
-158
DASH icon
208
DoorDash
DASH
$95.5B
$772K 0.02%
+2,840
SPG icon
209
Simon Property Group
SPG
$59.3B
$764K 0.02%
4,070
-165
CMS icon
210
CMS Energy
CMS
$21.5B
$752K 0.02%
10,260
-397
TEL icon
211
TE Connectivity
TEL
$69.1B
$748K 0.02%
+3,408
AJG icon
212
Arthur J. Gallagher & Co
AJG
$61B
$744K 0.02%
2,403
-90
SNOW icon
213
Snowflake
SNOW
$76.3B
$741K 0.02%
+3,287
VLO icon
214
Valero Energy
VLO
$53.1B
$738K 0.02%
4,336
-143
AIG icon
215
American International
AIG
$41.1B
$729K 0.02%
9,279
-359
A icon
216
Agilent Technologies
A
$40.7B
$718K 0.02%
5,591
-117
EQIX icon
217
Equinix
EQIX
$72.8B
$701K 0.02%
895
-602
SBUX icon
218
Starbucks
SBUX
$96.2B
$683K 0.02%
8,078
-312
HOOD icon
219
Robinhood
HOOD
$121B
$677K 0.02%
+4,726
PRU icon
220
Prudential Financial
PRU
$38.9B
$675K 0.02%
6,507
-196
TGT icon
221
Target
TGT
$42.3B
$663K 0.02%
7,390
-222
D icon
222
Dominion Energy
D
$50B
$657K 0.02%
10,745
-455
TFC icon
223
Truist Financial
TFC
$61B
$645K 0.02%
14,101
-577
MAR icon
224
Marriott International
MAR
$77.4B
$641K 0.02%
2,462
-98
ROK icon
225
Rockwell Automation
ROK
$45.2B
$640K 0.02%
1,831
-51
7 8
9
10 11