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
$1.19B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$104M
3
+$34.3M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$19.6M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$17.6M

Top Sells

1
+$519M
2
+$1.71M
3
+$1.15M
4
LH icon
Labcorp
LH
+$1.12M
5
EOG icon
EOG Resources
EOG
+$1.09M

Sector Composition

1 Technology 13.61%
2 Healthcare 7.18%
3 Financials 6.16%
4 Consumer Discretionary 5.22%
5 Industrials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$837K 0.07%
17,070
-176
202
$823K 0.07%
+2,402
203
$819K 0.07%
14,980
-154
204
$817K 0.07%
4,933
-51
205
$810K 0.07%
19,345
-198
206
$795K 0.07%
15,475
-160
207
$793K 0.07%
19,836
-150
208
$767K 0.06%
8,726
-90
209
$753K 0.06%
7,713
-88
210
$747K 0.06%
15,349
-120
211
$734K 0.06%
21,539
-220
212
$729K 0.06%
19,000
-160
213
$729K 0.06%
2,170
-25
214
$727K 0.06%
+17,155
215
$717K 0.06%
7,738
-79
216
$712K 0.06%
9,214
-94
217
$710K 0.06%
14,107
-145
218
$704K 0.06%
5,605
-57
219
$693K 0.06%
6,188
-63
220
$666K 0.06%
12,083
-136
221
$666K 0.06%
11,224
-116
222
$629K 0.05%
18,847
-213
223
$624K 0.05%
7,738
-134
224
$618K 0.05%
5,680
-94
225
$606K 0.05%
11,052
-191
7 8
9
10 11