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
$5.3B
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$97.2M
3
+$57.2M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$39.4M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$34.8M

Top Sells

1
+$241M
2
+$7.95M
3
+$7.26M
4
CME icon
CME Group
CME
+$6.96M
5
MRK icon
Merck
MRK
+$6.33M

Sector Composition

1 Technology 7.33%
2 Financials 2.95%
3 Consumer Discretionary 1.98%
4 Communication Services 1.92%
5 Healthcare 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$842K 0.02%
2,598
-64
202
$842K 0.02%
3,321
-153
203
$837K 0.02%
7,059
-332
204
$811K 0.02%
2,365
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205
$806K 0.02%
6,003
-348
206
$806K 0.02%
8,835
-210
207
$802K 0.02%
2,173
-91
208
$782K 0.01%
17,981
-754
209
$778K 0.01%
5,561
-234
210
$775K 0.01%
2,754
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211
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3,255
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212
$763K 0.01%
8,275
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213
$760K 0.01%
16,940
-752
214
$758K 0.01%
4,401
-159
215
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11,708
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216
$744K 0.01%
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217
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11,087
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218
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4,123
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219
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10,040
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220
$718K 0.01%
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221
$717K 0.01%
6,141
-339
222
$703K 0.01%
+1,452
223
$687K 0.01%
2,367
-82
224
$683K 0.01%
8,957
-310
225
$682K 0.01%
7,992
-294
7 8
9
10 11