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
$3.22B
AUM Growth
-$336M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$228M
2
+$147M
3
+$68M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.8M
5
MSFT icon
Microsoft
MSFT
+$4.96M

Top Sells

1
+$506M
2
+$374M
3
+$66.4M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$47.1M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$16.3M

Sector Composition

1 Technology 6.63%
2 Healthcare 2.93%
3 Financials 2.61%
4 Consumer Discretionary 2.39%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.69B 52.52%
15,133,322
-3,350,000
2
$228M 7.1%
+9,000,000
3
$227M 7.06%
2,550,683
+1,654,771
4
$68M 2.11%
+632,503
5
$62.6M 1.95%
2,955,725
6
$48.4M 1.5%
1,176,535
-160,233
7
$46.3M 1.44%
123,223
+13,203
8
$45.3M 1.41%
235,404
+21,584
9
$37M 1.15%
84,800
+1,800
10
$34.2M 1.06%
677,000
+54,800
11
$32.2M 1%
885,300
+55,400
12
$30.6M 0.95%
480,200
+169,500
13
$26.1M 0.81%
526,510
+49,140
14
$21.6M 0.67%
452,100
-61,800
15
$20.9M 0.65%
137,556
+24,774
16
$20.4M 0.63%
230,643
-532,573
17
$16.5M 0.51%
631,600
-626,200
18
$15.8M 0.49%
113,049
-4,476
19
$12.6M 0.39%
35,644
-1,635
20
$12.5M 0.39%
21,427
+1,450
21
$11.4M 0.35%
80,555
-4,003
22
$10.2M 0.32%
19,298
+5,593
23
$9.62M 0.3%
16,126
+4,336
24
$9.37M 0.29%
37,690
+6,783
25
$9.22M 0.29%
229,000
-189,000
1
2 3 4 5