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
$3.57B
AUM Growth
-$469M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.26B
2
+$2.28M
3
+$887K
4
CVX icon
Chevron
CVX
+$815K
5
AAPL icon
Apple
AAPL
+$799K

Top Sells

1
+$1.07B
2
+$45.1M
3
+$7.39M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.59M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.87M

Sector Composition

1 Technology 4.32%
2 Healthcare 2.57%
3 Financials 2.24%
4 Consumer Discretionary 1.71%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$906K 0.03%
6,247
+89
202
$895K 0.03%
3,720
+52
203
$895K 0.03%
9,185
+131
204
$891K 0.02%
4,262
+89
205
$890K 0.02%
16,092
+337
206
$887K 0.02%
+14,197
207
$876K 0.02%
5,700
+251
208
$868K 0.02%
10,241
+145
209
$853K 0.02%
16,779
+240
210
$822K 0.02%
4,703
-4,850
211
$807K 0.02%
15,776
+332
212
$800K 0.02%
7,528
+108
213
$772K 0.02%
13,294
+189
214
$771K 0.02%
14,164
+2,049
215
$766K 0.02%
17,696
+271
216
$753K 0.02%
11,837
+168
217
$752K 0.02%
10,417
+147
218
$733K 0.02%
4,191
+59
219
$732K 0.02%
16,402
+234
220
$718K 0.02%
6,103
+86
221
$710K 0.02%
13,056
+184
222
$705K 0.02%
+21,754
223
$698K 0.02%
9,866
+263
224
$690K 0.02%
1,749
+24
225
$677K 0.02%
6,496
+92
7 8
9
10 11