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
$2.15B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$65.5M
2
+$33.4M
3
+$32.5M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$24.8M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$12.9M

Top Sells

1
+$4.17M
2
+$3.4M
3
+$2.63M
4
META icon
Meta Platforms (Facebook)
META
+$1.37M
5
MPC icon
Marathon Petroleum
MPC
+$1.19M

Sector Composition

1 Technology 9.26%
2 Healthcare 5.2%
3 Consumer Discretionary 4.42%
4 Financials 4.38%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.12M 0.05%
17,670
202
$1.1M 0.05%
9,867
-776
203
$1.1M 0.05%
18,515
-1,361
204
$1.1M 0.05%
11,208
-472
205
$1.1M 0.05%
30,566
-2,249
206
$1.09M 0.05%
18,870
-1,622
207
$1.09M 0.05%
9,423
-567
208
$1.07M 0.05%
11,047
-698
209
$1.06M 0.05%
28,472
-2,322
210
$1.05M 0.05%
23,503
-1,917
211
$1.04M 0.05%
5,716
-148
212
$1.03M 0.05%
7,181
-430
213
$1.02M 0.05%
+1,336
214
$1.01M 0.05%
6,781
-502
215
$983K 0.05%
9,150
-381
216
$966K 0.04%
33,011
-2,693
217
$959K 0.04%
12,674
-858
218
$946K 0.04%
15,208
-1,127
219
$929K 0.04%
25,853
-1,172
220
$879K 0.04%
20,059
-979
221
$867K 0.04%
14,617
-879
222
$858K 0.04%
17,343
-1,415
223
$839K 0.04%
12,657
-3,638
224
$825K 0.04%
30,398
-1,482
225
$800K 0.04%
15,580
-759
7 8
9
10 11