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
$3.57B
AUM Growth
-$469M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$1.26B
2
+$2.28M
3
+$887K
4
CVX icon
Chevron
CVX
+$815K
5
AAPL icon
Apple
AAPL
+$799K

Top Sells

1
+$1.07B
2
+$45.1M
3
+$7.39M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.59M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.87M

Sector Composition

1 Technology 4.32%
2 Healthcare 2.57%
3 Financials 2.24%
4 Consumer Discretionary 1.71%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.26B 35.24%
+12,382,658
2
$1.07B 30.07%
2,833,909
-2,833,908
3
$304M 8.51%
4,392,099
4
$143M 4.01%
380,000
5
$102M 2.85%
895,000
+20,000
6
$54.4M 1.52%
2,685,300
-177,000
7
$40.6M 1.13%
296,600
+5,844
8
$33.9M 0.95%
131,956
+3,107
9
$27.5M 0.77%
1,190,000
-320,000
10
$14.9M 0.42%
139,922
-238
11
$14.2M 0.4%
130,020
+5,340
12
$11.6M 0.32%
105,960
+4,760
13
$10.2M 0.29%
19,921
+892
14
$8.86M 0.25%
584,580
+10,700
15
$8.8M 0.25%
39,192
+774
16
$7.58M 0.21%
38,475
+711
17
$7.42M 0.21%
46,048
+882
18
$7.23M 0.2%
64,236
+1,207
19
$7.17M 0.2%
22,103
+80
20
$7.08M 0.2%
39,867
+788
21
$6.2M 0.17%
22,605
+411
22
$6.09M 0.17%
42,087
+5,630
23
$5.71M 0.16%
10,515
+189
24
$5.68M 0.16%
182,328
+3,409
25
$5.22M 0.15%
60,984
+1,201
1
2 3 4 5