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
$4.32B
AUM Growth
+$470M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$309M
2
+$199M
3
+$20.5M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$19.8M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$17.5M

Top Sells

1
+$138M
2
+$26.3M
3
+$5.13M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$4.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.76M

Sector Composition

1 Technology 6.92%
2 Healthcare 2.53%
3 Financials 2.39%
4 Communication Services 2.01%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.61B 37.26%
15,133,322
2
$678M 15.68%
26,820,000
+7,860,000
3
$309M 7.15%
+5,092,600
4
$267M 6.17%
555,000
5
$158M 3.65%
3,609,937
-602,070
6
$89.1M 2.06%
1,006,765
+223,760
7
$63.7M 1.47%
147,977
+503
8
$63.4M 1.47%
3,011,216
9
$57.4M 1.33%
2,593,494
+479,167
10
$55.9M 1.29%
522,685
-47,935
11
$47.9M 1.11%
232,788
+37,601
12
$46.6M 1.08%
556,530
13
$36.3M 0.84%
1,012,100
+572,700
14
$36.2M 0.84%
1,398,800
+483,200
15
$32.4M 0.75%
517,600
+278,900
16
$31.4M 0.73%
185,504
+11,935
17
$29.9M 0.69%
168,004
-7,519
18
$25.1M 0.58%
507,400
+31,200
19
$24.5M 0.57%
49,091
-446
20
$23.3M 0.54%
53,300
-8,600
21
$20.3M 0.47%
24,525
+22
22
$15.4M 0.36%
295,400
+70,200
23
$14.5M 0.33%
96,610
+38,190
24
$14.3M 0.33%
71,559
+19,302
25
$12.8M 0.3%
69,697
-8,018
1
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