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
$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
DUOL icon
201
Duolingo
DUOL
$12B
$810K 0.03%
2,609
+11
ITW icon
202
Illinois Tool Works
ITW
$71.1B
$803K 0.03%
3,236
-85
CMCSA icon
203
Comcast
CMCSA
$100B
$779K 0.03%
21,100
-22,458
SRE icon
204
Sempra
SRE
$60.3B
$775K 0.03%
10,861
-162
NSC icon
205
Norfolk Southern
NSC
$63.7B
$771K 0.03%
3,257
+2
PRU icon
206
Prudential Financial
PRU
$36.8B
$769K 0.03%
6,884
-175
USB icon
207
US Bancorp
USB
$72.2B
$764K 0.03%
18,107
-163
HCA icon
208
HCA Healthcare
HCA
$108B
$748K 0.03%
2,166
NUE icon
209
Nucor
NUE
$33.1B
$747K 0.03%
6,205
+64
MKC icon
210
McCormick & Company Non-Voting
MKC
$17.2B
$746K 0.03%
9,069
+112
COF icon
211
Capital One
COF
$140B
$746K 0.03%
4,163
+40
SPG icon
212
Simon Property Group
SPG
$59.6B
$743K 0.03%
4,471
+70
VEEV icon
213
Veeva Systems
VEEV
$48.1B
$716K 0.03%
+3,089
A icon
214
Agilent Technologies
A
$41.4B
$713K 0.03%
6,094
+91
GIS icon
215
General Mills
GIS
$24.7B
$709K 0.03%
11,851
+143
SLB icon
216
SLB Ltd
SLB
$54B
$708K 0.03%
16,943
-305
APD icon
217
Air Products & Chemicals
APD
$53.6B
$707K 0.03%
2,397
+30
DHI icon
218
D.R. Horton
DHI
$42.9B
$703K 0.03%
5,532
-29
GXO icon
219
GXO Logistics
GXO
$6.34B
$699K 0.03%
17,888
-93
AWK icon
220
American Water Works
AWK
$25B
$690K 0.02%
4,679
+70
AMT icon
221
American Tower
AMT
$84.4B
$690K 0.02%
3,171
+26
CRH icon
222
CRH
CRH
$78.6B
$690K 0.02%
7,838
+81
WSO icon
223
Watsco Inc
WSO
$14.5B
$688K 0.02%
+1,353
HEI icon
224
HEICO Corp
HEI
$44B
$681K 0.02%
+2,547
D icon
225
Dominion Energy
D
$50.7B
$660K 0.02%
11,766
+149
7 8
9
10 11