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
$2.79B
AUM Growth
-$2.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$13.9M
3
+$13.4M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.4M
5
NEE icon
NextEra Energy
NEE
+$6.06M

Top Sells

1
+$1.21B
2
+$624M
3
+$327M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$231M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$107M

Sector Composition

1 Technology 12.17%
2 Financials 5.65%
3 Healthcare 4.11%
4 Communication Services 3.41%
5 Consumer Discretionary 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VYM icon
1
Vanguard High Dividend Yield ETF
VYM
$64.4B
$745M 26.64%
5,773,322
-9,360,000
SCHD icon
2
Schwab US Dividend Equity ETF
SCHD
$69.1B
$519M 18.58%
18,570,000
-8,250,000
TIP icon
3
iShares TIPS Bond ETF
TIP
$13.8B
$179M 6.39%
1,607,733
+145,987
EMB icon
4
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$104M 3.71%
1,143,647
+22,861
BKLN icon
5
Invesco Senior Loan ETF
BKLN
$6.75B
$69.3M 2.48%
3,347,454
+245,619
AAPL icon
6
Apple
AAPL
$3.99T
$64.1M 2.29%
288,715
+15,075
MSFT icon
7
Microsoft
MSFT
$3.82T
$62.2M 2.23%
165,764
+4,063
NVDA icon
8
NVIDIA
NVDA
$4.84T
$58.7M 2.1%
541,993
-4,355
GSG icon
9
iShares S&P GSCI Commodity-Indexed Trust
GSG
$1B
$50.3M 1.8%
2,208,431
+612,153
AMZN icon
10
Amazon
AMZN
$2.67T
$35.2M 1.26%
184,765
+2,066
META icon
11
Meta Platforms (Facebook)
META
$1.58T
$32.2M 1.15%
55,817
+3,086
SCHP icon
12
Schwab US TIPS ETF
SCHP
$14.3B
$28.6M 1.02%
1,064,900
+497,400
VWOB icon
13
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.87B
$28.3M 1.01%
440,700
+161,600
GOOGL icon
14
Alphabet (Google) Class A
GOOGL
$3.35T
$27.6M 0.99%
178,794
+2,361
JPM icon
15
JPMorgan Chase
JPM
$842B
$25.8M 0.92%
105,260
+873
LLY icon
16
Eli Lilly
LLY
$812B
$25.4M 0.91%
30,720
+5,631
AVGO icon
17
Broadcom
AVGO
$1.66T
$23.3M 0.83%
139,062
-5,789
USHY icon
18
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
$22.7M 0.81%
615,600
-109,000
MA icon
19
Mastercard
MA
$496B
$19M 0.68%
34,657
+2,353
PG icon
20
Procter & Gamble
PG
$344B
$16.6M 0.59%
97,358
+26,153
SPGI icon
21
S&P Global
SPGI
$151B
$14.8M 0.53%
29,037
+2,199
FEZ icon
22
SPDR Euro Stoxx 50 ETF
FEZ
$4.66B
$13.5M 0.48%
248,600
-133,600
NFLX icon
23
Netflix
NFLX
$463B
$13.2M 0.47%
14,134
+625
GS icon
24
Goldman Sachs
GS
$237B
$13.1M 0.47%
23,972
-1,469
WM icon
25
Waste Management
WM
$80.8B
$12.5M 0.45%
54,099
+9,751
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