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
$3.55B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$883M
2
+$341M
3
+$27.3M
4
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$24.8M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$24.6M

Top Sells

1
+$130M
2
+$80.1M
3
+$30.6M
4
AAPL icon
Apple
AAPL
+$1.45M
5
NVDA icon
NVIDIA
NVDA
+$1.42M

Sector Composition

1 Technology 4.7%
2 Healthcare 2.23%
3 Financials 1.99%
4 Consumer Discretionary 1.79%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.97B 55.37%
18,483,322
+8,298,820
2
$506M 14.26%
1,160,000
+780,000
3
$73.9M 2.08%
895,912
-371,393
4
$66.4M 1.87%
2,950,982
+1,100,000
5
$62M 1.75%
2,955,725
6
$57.7M 1.63%
763,216
+361,097
7
$52.4M 1.48%
1,336,768
-2,043,801
8
$36.6M 1.03%
213,820
-8,469
9
$34.7M 0.98%
110,020
-223
10
$33.4M 0.94%
83,000
+58,500
11
$32.6M 0.92%
1,257,800
+947,600
12
$30.6M 0.86%
622,200
-2,642,674
13
$29.1M 0.82%
829,900
+622,900
14
$22.8M 0.64%
513,900
+381,600
15
$20.8M 0.58%
477,370
-32,650
16
$19.2M 0.54%
310,700
+98,600
17
$15.9M 0.45%
418,000
+13,700
18
$15.4M 0.43%
117,525
+2,334
19
$14.3M 0.4%
112,782
-1,500
20
$12.5M 0.35%
245,200
+67,600
21
$11.2M 0.32%
37,279
+2,516
22
$11.1M 0.31%
84,558
-80
23
$10.7M 0.3%
19,977
+304
24
$7.93M 0.22%
54,704
+265
25
$7.85M 0.22%
34,124
+387
1
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