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
$2.15B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$65.5M
2
+$33.4M
3
+$32.5M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$24.8M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$12.9M

Top Sells

1
+$4.17M
2
+$3.4M
3
+$2.63M
4
META icon
Meta Platforms (Facebook)
META
+$1.37M
5
MPC icon
Marathon Petroleum
MPC
+$1.19M

Sector Composition

1 Technology 9.26%
2 Healthcare 5.2%
3 Consumer Discretionary 4.42%
4 Financials 4.38%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.2B 55.85%
3,571,917
2
$65.5M 3.05%
+517,928
3
$54.2M 2.52%
467,953
-29,359
4
$37.8M 1.76%
179,843
-19,809
5
$33.4M 1.56%
+301,443
6
$33.3M 1.55%
211,420
-16,680
7
$32.5M 1.51%
+751,904
8
$24.8M 1.16%
+1,142,326
9
$17.7M 0.83%
67,761
-5,222
10
$13.5M 0.63%
183,560
-13,480
11
$12.9M 0.6%
+1,197,703
12
$10.8M 0.5%
54,215
-4,109
13
$10.6M 0.49%
144,140
-12,080
14
$10.2M 0.48%
757,200
-63,400
15
$9.78M 0.46%
70,357
-5,250
16
$9.47M 0.44%
19,308
-1,390
17
$9.3M 0.43%
62,448
-5,226
18
$9.19M 0.43%
33,098
-2,442
19
$8.92M 0.41%
28,604
-2,184
20
$8.33M 0.39%
24,621
-2,060
21
$7.69M 0.36%
39,016
-3,265
22
$7.08M 0.33%
49,542
-2,073
23
$6.95M 0.32%
134,141
-21,891
24
$6.88M 0.32%
15,582
-1,115
25
$6.58M 0.31%
53,004
-3,883
1
2 3 4 5