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
$5.09B
AUM Growth
+$771M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$264M
2
+$172M
3
+$102M
4
JPM icon
JPMorgan Chase
JPM
+$7.77M
5
WMT icon
Walmart
WMT
+$6.03M

Top Sells

1
+$158M
2
+$57.4M
3
+$37.4M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$35.7M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$35.2M

Sector Composition

1 Technology 6.75%
2 Healthcare 2.57%
3 Financials 2.47%
4 Communication Services 1.9%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.94B 38.09%
15,133,322
2
$756M 14.84%
26,820,000
3
$516M 10.13%
7,642,600
+2,550,000
4
$358M 7.03%
3,827,913
+2,821,148
5
$320M 6.29%
555,000
6
$102M 2.01%
+925,136
7
$66.8M 1.31%
155,275
+7,298
8
$62.8M 1.23%
517,221
-5,464
9
$59.3M 1.16%
254,357
+21,569
10
$31.7M 0.62%
170,159
+2,155
11
$31.6M 0.62%
190,810
+5,306
12
$30.7M 0.6%
53,580
+4,489
13
$25.9M 0.51%
1,232,789
-1,778,427
14
$24.2M 0.48%
45,900
-7,400
15
$22.9M 0.45%
108,419
+36,860
16
$21.8M 0.43%
24,613
+88
17
$19.2M 0.38%
111,383
+14,773
18
$19M 0.37%
195,462
-361,068
19
$17M 0.33%
319,800
+71,800
20
$15M 0.29%
16,750
+2,106
21
$14.7M 0.29%
25,220
+4,157
22
$13.8M 0.27%
27,927
+259
23
$12.5M 0.25%
24,173
+3,853
24
$12.1M 0.24%
210,000
-297,400
25
$12M 0.24%
69,377
+2,056
1
2 3 4 5