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SLI

Sumitomo Life Insurance Portfolio holdings

AUM $4.25B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
-4.71%
1 Year Est. Return
+23.69%
3 Year Est. Return
+58.47%
5 Year Est. Return
+69.86%
10 Year Est. Return
+300.85%
AUM
$4.04B
AUM Growth
-$160M
Cap. Flow
+$46.5M
Cap. Flow %
1.15%
Top 10 Hldgs %
85.02%
Holding
276
New
3
Increased
12
Reduced
251
Closed
5

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$169M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$89.4M
3
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.17M
4
AMD icon
Advanced Micro Devices
AMD
+$2M
5
JPM icon
JPMorgan Chase
JPM
+$1.69M

Top Sells

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$142M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$23M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$13.9M
5
XLNX
Xilinx Inc
XLNX
+$2.1M

Sector Composition

Rank Sector Weight
1 Technology 4.76%
2 Healthcare 2.41%
3 Financials 2.37%
4 Consumer Discretionary 2.02%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FTV icon
226
Fortive
FTV
$18.6B
$784K 0.02%
17,081
-633
-4% -$31.3K
WMG icon
227
Warner Music
WMG
$13.8B
$783K 0.02%
20,686
-1,087
-5% -$41.2K
DOW icon
228
Dow Inc
DOW
$21.2B
$777K 0.02%
12,197
-569
-4% -$34.3K
TOL icon
229
Toll Brothers
TOL
$14.5B
$760K 0.02%
16,168
-564
-3% -$31.6K
VLO icon
230
Valero Energy
VLO
$85.9B
$753K 0.02%
7,420
-170
-2% -$14.7K
XEL icon
231
Xcel Energy
XEL
$48.8B
$693K 0.02%
9,603
-601
-6% -$41.3K
DOC icon
232
Healthpeak Properties
DOC
$14.8B
$692K 0.02%
20,150
-993
-5% -$33.4K
PH icon
233
Parker-Hannifin
PH
$135B
$680K 0.02%
2,397
-78
-3% -$23.5K
FRPT icon
234
Freshpet
FRPT
$3.22B
$678K 0.02%
6,606
-308
-4% -$29K
EQIX icon
235
Equinix
EQIX
$103B
$673K 0.02%
907
-21
-2% -$15.1K
VMC icon
236
Vulcan Materials
VMC
$36.9B
$656K 0.02%
3,570
-177
-5% -$33K
GNRC icon
237
Generac Holdings
GNRC
$12.5B
$650K 0.02%
2,186
-42
-2% -$12.6K
KMI icon
238
Kinder Morgan
KMI
$68.7B
$649K 0.02%
34,312
-1,108
-3% -$19.5K
TTEK icon
239
Tetra Tech
TTEK
$9.07B
$639K 0.02%
19,375
-365
-2% -$11.2K
DHI icon
240
D.R. Horton
DHI
$42.3B
$636K 0.02%
8,536
-246
-3% -$21.3K
TER icon
241
Teradyne
TER
$59.3B
$622K 0.02%
5,261
-210
-4% -$26.6K
PARA
242
DELISTED
Paramount Global Class B
PARA
$597K 0.01%
15,800
-942
-6% -$32.1K
CTVA icon
243
Corteva
CTVA
$51.3B
$593K 0.01%
10,313
-645
-6% -$33K
AMRC icon
244
Ameresco
AMRC
$1.36B
$570K 0.01%
7,173
-324
-4% -$20.4K
CALY
245
Callaway Golf Company
CALY
$3.14B
$547K 0.01%
23,371
-1,454
-6% -$35.3K
HAL icon
246
Halliburton
HAL
$26.6B
$528K 0.01%
13,930
-714
-5% -$23.1K
CVNA icon
247
Carvana
CVNA
$77.9B
$525K 0.01%
22,000
-505
-2% -$14.7K
LUV icon
248
Southwest Airlines
LUV
$23B
$524K 0.01%
11,451
-682
-6% -$30K
IBN icon
249
ICICI Bank
IBN
$108B
$515K 0.01%
27,200
-400
-1% -$7.99K
CF icon
250
CF Industries
CF
$17.3B
$514K 0.01%
4,991
-328
-6% -$26.5K
8 9
10
11 12

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AI
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NCM
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IWM
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Sumitomo Life Insurance's Q1 2022 Portfolio in Review

As of Q1 2022, Sumitomo Life Insurance held 276 positions worth $4.04B, down 3.8% from $4.2B the previous quarter. Its ten largest holdings account for 85% of the portfolio.

Trading was light in Q1 2022: portfolio turnover was 2.9%. Sumitomo Life Insurance opened 3 new positions and exited 5, leaving the 276-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 4.8% of assets, down from 5.1% a quarter earlier, followed by Healthcare and Financials.

  • Sumitomo Life Insurance's largest Q1 2022 buy was State Street SPDR S&P 500 ETF Trust: 380,000 shares worth $172M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q1 2022, an estimated $89.4M increase.
  • Sumitomo Life Insurance's biggest Q1 2022 reduction was iShares TIPS Bond ETF, cutting an estimated $142M.
  • Sumitomo Life Insurance fully exited Xilinx Inc in Q1 2022, selling an estimated $2.1M.
  • Sumitomo Life Insurance's ten largest holdings make up 85% of its $4.04B portfolio in Q1 2022.
  • Sumitomo Life Insurance opened 3 new positions and closed 5 in Q1 2022.
  • Sumitomo Life Insurance's portfolio value fell 3.8% quarter-over-quarter to $4.04B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2022, filed 27 Apr 2022.