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
$3.22B
AUM Growth
-$336M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$228M
2
+$147M
3
+$68M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.8M
5
MSFT icon
Microsoft
MSFT
+$4.96M

Top Sells

1
+$506M
2
+$374M
3
+$66.4M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$47.1M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$16.3M

Sector Composition

1 Technology 6.63%
2 Healthcare 2.93%
3 Financials 2.61%
4 Consumer Discretionary 2.39%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$839K 0.03%
4,232
-226
202
$826K 0.03%
3,266
-170
203
$821K 0.03%
12,121
-315
204
$813K 0.03%
13,619
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205
$808K 0.03%
9,946
-516
206
$803K 0.03%
8,443
-449
207
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14,769
-409
208
$788K 0.02%
9,106
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209
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2,852
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210
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13,376
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211
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5,430
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212
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12,901
-331
213
$746K 0.02%
4,804
-36
214
$742K 0.02%
5,709
-179
215
$738K 0.02%
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216
$736K 0.02%
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217
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218
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14,570
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219
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220
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7,674
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221
$694K 0.02%
18,807
-136
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$693K 0.02%
3,716
-178
223
$674K 0.02%
14,337
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224
$670K 0.02%
6,825
-52
225
$667K 0.02%
5,085
-61
7 8
9
10 11