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
$5.09B
AUM Growth
+$771M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$172M
3
+$102M
4
JPM icon
JPMorgan Chase
JPM
+$7.77M
5
WMT icon
Walmart Inc. Common Stock
WMT
+$6.03M

Top Sells

1
+$158M
2
+$57.4M
3
+$37.4M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$35.7M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$35.2M

Sector Composition

1 Technology 6.75%
2 Healthcare 2.57%
3 Financials 2.47%
4 Communication Services 1.9%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$938K 0.02%
4,032
-4,582
202
$931K 0.02%
2,291
+72
203
$923K 0.02%
6,435
+187
204
$922K 0.02%
12,015
+330
205
$913K 0.02%
12,365
+371
206
$910K 0.02%
3,474
+151
207
$909K 0.02%
30,773
+931
208
$896K 0.02%
8,737
+262
209
$895K 0.02%
7,391
+200
210
$893K 0.02%
7,940
+343
211
$882K 0.02%
9,045
-93
212
$873K 0.02%
19,099
+481
213
$838K 0.02%
3,374
-26
214
$838K 0.02%
20,641
+209
215
$811K 0.02%
11,489
-118
216
$807K 0.02%
7,802
-80
217
$794K 0.02%
2,901
+120
218
$778K 0.02%
2,400
+19
219
$777K 0.02%
10,606
+298
220
$774K 0.02%
+22,228
221
$771K 0.02%
4,560
-37
222
$763K 0.02%
9,267
-95
223
$762K 0.02%
18,172
+755
224
$757K 0.01%
3,906
+162
225
$751K 0.01%
2,662
-22
7 8
9
10 11