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
$2.49B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$97.5M
2
+$23.8M
3
+$22.1M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$18.9M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$6.81M

Top Sells

1
+$104M
2
+$27.6M
3
+$4.12M
4
AMZN icon
Amazon
AMZN
+$3.3M
5
V icon
Visa
V
+$2.2M

Sector Composition

1 Technology 7.78%
2 Financials 4.56%
3 Healthcare 4.26%
4 Consumer Discretionary 3.89%
5 Communication Services 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.52B 61.1%
3,816,917
+245,000
2
$46.3M 1.87%
379,417
-33,689
3
$42.8M 1.72%
393,000
+174,000
4
$38M 1.53%
161,384
-4,165
5
$37.6M 1.51%
1,700,000
+307,574
6
$37.1M 1.49%
2,655,000
+1,705,000
7
$33.5M 1.35%
365,000
+241,000
8
$27.1M 1.09%
175,380
-21,360
9
$20.6M 0.83%
395,904
-530,000
10
$17.3M 0.7%
58,763
-2,660
11
$16.3M 0.66%
158,060
-6,900
12
$13.2M 0.53%
127,540
-5,260
13
$10.7M 0.43%
48,102
+4,344
14
$9.84M 0.4%
64,606
+1,883
15
$9.3M 0.37%
696,960
-600
16
$9.21M 0.37%
24,768
-1,566
17
$8.98M 0.36%
232,176
-8,825
18
$8.89M 0.36%
36,601
+659
19
$8.63M 0.35%
28,258
-1,497
20
$8.13M 0.33%
38,372
-10,384
21
$8.04M 0.32%
48,895
-3,337
22
$7.85M 0.32%
57,978
-3,762
23
$7.75M 0.31%
21,780
-900
24
$7.64M 0.31%
16,067
-1,562
25
$7.57M 0.3%
41,042
-6,546
1
2 3 4 5