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
$2.79B
AUM Growth
-$2.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.9M
3
+$13.4M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.4M
5
NEE icon
NextEra Energy
NEE
+$6.06M

Top Sells

1
+$1.21B
2
+$624M
3
+$327M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$231M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$107M

Sector Composition

1 Technology 12.17%
2 Financials 5.65%
3 Healthcare 4.11%
4 Communication Services 3.41%
5 Consumer Discretionary 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$810K 0.03%
2,609
+11
202
$803K 0.03%
3,236
-85
203
$779K 0.03%
21,100
-22,458
204
$775K 0.03%
10,861
-162
205
$771K 0.03%
3,257
+2
206
$769K 0.03%
6,884
-175
207
$764K 0.03%
18,107
-163
208
$748K 0.03%
2,166
209
$747K 0.03%
6,205
+64
210
$746K 0.03%
9,069
+112
211
$746K 0.03%
4,163
+40
212
$743K 0.03%
4,471
+70
213
$716K 0.03%
+3,089
214
$713K 0.03%
6,094
+91
215
$709K 0.03%
11,851
+143
216
$708K 0.03%
16,943
-305
217
$707K 0.03%
2,397
+30
218
$703K 0.03%
5,532
-29
219
$699K 0.03%
17,888
-93
220
$690K 0.02%
4,679
+70
221
$690K 0.02%
3,171
+26
222
$690K 0.02%
7,838
+81
223
$688K 0.02%
+1,353
224
$681K 0.02%
+2,547
225
$660K 0.02%
11,766
+149
7 8
9
10 11