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
$4.32B
AUM Growth
+$470M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$309M
2
+$199M
3
+$20.5M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$19.8M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$17.5M

Top Sells

1
+$138M
2
+$26.3M
3
+$5.13M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$4.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.76M

Sector Composition

1 Technology 6.92%
2 Healthcare 2.53%
3 Financials 2.39%
4 Communication Services 2.01%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$842K 0.02%
+12,755
202
$842K 0.02%
11,069
-1,466
203
$834K 0.02%
2,781
-373
204
$823K 0.02%
11,685
-1,560
205
$822K 0.02%
17,417
-2,187
206
$801K 0.02%
6,180
-826
207
$795K 0.02%
16,770
-2,223
208
$794K 0.02%
+29,842
209
$794K 0.02%
5,636
-758
210
$787K 0.02%
3,323
-413
211
$765K 0.02%
10,308
-1,268
212
$761K 0.02%
4,853
-598
213
$759K 0.02%
11,994
-1,618
214
$744K 0.02%
8,475
-1,131
215
$739K 0.02%
18,618
-2,467
216
$731K 0.02%
11,603
-1,550
217
$730K 0.02%
3,400
-386
218
$727K 0.02%
+20,432
219
$713K 0.02%
2,219
-3,490
220
$712K 0.02%
2,381
-295
221
$711K 0.02%
9,138
-959
222
$707K 0.02%
7,882
-816
223
$701K 0.02%
7,324
-830
224
$698K 0.02%
4,597
-489
225
$691K 0.02%
11,607
-1,442
7 8
9
10 11