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
$3.85B
AUM Growth
+$636M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$267M
2
+$248M
3
+$127M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$69.6M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$46.6M

Top Sells

1
+$159M
2
+$15.7M
3
+$14.9M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.86M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.73M

Sector Composition

1 Technology 6.9%
2 Healthcare 2.93%
3 Financials 2.55%
4 Consumer Discretionary 2.18%
5 Communication Services 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.61B 41.81%
15,133,322
2
$471M 12.24%
18,960,000
+9,960,000
3
$267M 6.92%
+555,000
4
$176M 4.57%
4,212,007
+3,035,472
5
$138M 3.57%
1,280,653
+648,150
6
$70.2M 1.82%
783,005
-1,767,678
7
$63.7M 1.65%
3,011,216
+55,491
8
$60.8M 1.58%
147,474
+24,251
9
$48.1M 1.25%
556,530
+325,887
10
$46.9M 1.22%
570,620
+44,110
11
$46.6M 1.21%
+2,114,327
12
$33.6M 0.87%
195,187
-40,217
13
$30.1M 0.78%
175,523
+37,967
14
$26.3M 0.68%
61,900
-22,900
15
$26.1M 0.68%
173,569
+60,520
16
$24.1M 0.63%
49,537
+13,893
17
$23.7M 0.62%
915,600
+284,000
18
$23.4M 0.61%
476,200
-200,800
19
$18.1M 0.47%
24,503
+3,076
20
$15.5M 0.4%
344,800
-107,300
21
$15.5M 0.4%
439,400
-445,900
22
$14.7M 0.38%
238,700
-241,500
23
$12.5M 0.32%
24,502
+5,204
24
$11.9M 0.31%
26,618
+6,687
25
$11.9M 0.31%
225,200
+127,200
1
2 3 4 5