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
$3.14B
AUM Growth
+$660M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$234M
2
+$231M
3
+$96M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$57.6M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$25.9M

Top Sells

1
+$37.6M
2
+$30.8M
3
+$6.72M
4
MSFT icon
Microsoft
MSFT
+$5.79M
5
AMZN icon
Amazon
AMZN
+$3.88M

Sector Composition

1 Technology 6.01%
2 Financials 3.45%
3 Healthcare 3.18%
4 Consumer Discretionary 2.82%
5 Communication Services 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.87B 59.51%
4,353,317
+536,400
2
$234M 7.45%
+2,478,765
3
$96M 3.05%
+750,000
4
$79.1M 2.51%
1,455,904
+1,060,000
5
$70.1M 2.23%
623,000
+230,000
6
$45.2M 1.44%
330,357
-49,060
7
$37.9M 1.21%
140,006
-21,378
8
$35M 1.11%
344,000
-21,000
9
$26.3M 0.84%
152,820
-22,560
10
$17.6M 0.56%
50,516
-8,247
11
$16.5M 0.52%
134,940
-23,120
12
$13.8M 0.44%
110,340
-17,200
13
$12.7M 0.4%
633,960
-63,000
14
$11.9M 0.38%
740,000
-1,915,000
15
$9.49M 0.3%
41,889
-6,213
16
$9.13M 0.29%
31,320
-5,281
17
$8.58M 0.27%
55,169
-9,437
18
$8.51M 0.27%
21,261
-3,507
19
$8.15M 0.26%
197,801
-34,375
20
$8.05M 0.26%
13,745
-2,322
21
$7.68M 0.24%
32,829
-5,543
22
$7.67M 0.24%
24,042
-4,216
23
$7.02M 0.22%
42,603
-6,292
24
$6.88M 0.22%
18,847
-2,933
25
$6.48M 0.21%
48,024
-9,954
1
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