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
$5.3B
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$97.2M
3
+$57.2M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$39.4M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$34.8M

Top Sells

1
+$241M
2
+$7.95M
3
+$7.26M
4
CME icon
CME Group
CME
+$6.96M
5
MRK icon
Merck
MRK
+$6.33M

Sector Composition

1 Technology 7.33%
2 Financials 2.95%
3 Consumer Discretionary 1.98%
4 Communication Services 1.92%
5 Healthcare 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.93B 36.45%
15,133,322
2
$733M 13.83%
26,820,000
3
$624M 11.78%
9,052,600
+1,410,000
4
$327M 6.17%
555,000
5
$156M 2.94%
1,461,746
+536,610
6
$107M 2.01%
+2,423,347
7
$99.8M 1.88%
1,120,786
-2,707,127
8
$73.4M 1.38%
546,348
+29,127
9
$68.5M 1.29%
273,640
+19,283
10
$68.2M 1.29%
161,701
+6,426
11
$65.4M 1.23%
3,101,835
+1,869,046
12
$46.8M 0.88%
524,956
+329,494
13
$40.1M 0.76%
182,699
+12,540
14
$34.8M 0.66%
+1,596,278
15
$33.6M 0.63%
144,851
+33,468
16
$33.4M 0.63%
176,433
-14,377
17
$30.9M 0.58%
52,731
-849
18
$27.2M 0.51%
50,500
+4,600
19
$26.7M 0.5%
724,600
+660,300
20
$25M 0.47%
104,387
-4,032
21
$20.4M 0.38%
50,418
+19,273
22
$19.4M 0.37%
25,089
+476
23
$18.4M 0.35%
382,200
+62,400
24
$18.2M 0.34%
17,157
+407
25
$17.6M 0.33%
279,100
+200,800
1
2 3 4 5