SLI

Sumitomo Life Insurance Portfolio holdings

AUM $3.22B
1-Year Est. Return 18.87%
This Quarter Est. Return
1 Year Est. Return
+18.87%
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
1
$745M 26.64%
5,773,322
-9,360,000
2
$519M 18.58%
18,570,000
-8,250,000
3
$179M 6.39%
1,607,733
+145,987
4
$104M 3.71%
1,143,647
+22,861
5
$69.3M 2.48%
3,347,454
+245,619
6
$64.1M 2.29%
288,715
+15,075
7
$62.2M 2.23%
165,764
+4,063
8
$58.7M 2.1%
541,993
-4,355
9
$50.3M 1.8%
2,208,431
+612,153
10
$35.2M 1.26%
184,765
+2,066
11
$32.2M 1.15%
55,817
+3,086
12
$28.6M 1.02%
1,064,900
+497,400
13
$28.3M 1.01%
440,700
+161,600
14
$27.6M 0.99%
178,794
+2,361
15
$25.8M 0.92%
105,260
+873
16
$25.4M 0.91%
30,720
+5,631
17
$23.3M 0.83%
139,062
-5,789
18
$22.7M 0.81%
615,600
-109,000
19
$19M 0.68%
34,657
+2,353
20
$16.6M 0.59%
97,358
+26,153
21
$14.8M 0.53%
29,037
+2,199
22
$13.5M 0.48%
248,600
-133,600
23
$13.2M 0.47%
141,340
+6,250
24
$13.1M 0.47%
23,972
-1,469
25
$12.5M 0.45%
54,099
+9,751
1
2 3 4 5