We are live on ! Find out more
SLI

Sumitomo Life Insurance Portfolio holdings

AUM $4.25B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
-12.46%
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
$3.57B
AUM Growth
-$469M
Cap. Flow
+$133M
Cap. Flow %
3.72%
Top 10 Hldgs %
85.48%
Holding
278
New
7
Increased
239
Reduced
23
Closed
3

Top Buys

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.34B
2
TIP icon
iShares TIPS Bond ETF
TIP
+$2.37M
3
CVX icon
Chevron
CVX
+$931K
4
AAPL icon
Apple
AAPL
+$885K
5
WWE
World Wrestling Entertainment
WWE
+$877K

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.17B
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$45.1M
3
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$7.74M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.75M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.94M

Sector Composition

Rank Sector Weight
1 Technology 4.32%
2 Healthcare 2.57%
3 Financials 2.24%
4 Consumer Discretionary 1.71%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPG icon
226
Simon Property Group
SPG
$72.3B
$657K 0.02%
6,926
+98
+1% +$11.2K
LPRO
227
DELISTED
Open Lending Corp
LPRO
$653K 0.02%
63,826
+852
+1% +$11.4K
TRU icon
228
TransUnion
TRU
$15.3B
$644K 0.02%
8,052
+114
+1% +$9.81K
DOW icon
229
Dow Inc
DOW
$21.2B
$639K 0.02%
12,372
+175
+1% +$11.2K
RJF icon
230
Raymond James Financial
RJF
$34B
$628K 0.02%
+7,025
New +$688K
XYZ
231
Block Inc
XYZ
$47.5B
$616K 0.02%
10,015
+112
+1% +$10.2K
ZS icon
232
Zscaler
ZS
$27.3B
$608K 0.02%
4,069
+59
+1% +$10.4K
PH icon
233
Parker-Hannifin
PH
$135B
$606K 0.02%
2,463
+66
+3% +$17.7K
EQIX icon
234
Equinix
EQIX
$103B
$604K 0.02%
920
+13
+1% +$9K
KMI icon
235
Kinder Morgan
KMI
$68.7B
$583K 0.02%
34,807
+495
+1% +$9.27K
DHI icon
236
D.R. Horton
DHI
$42.3B
$580K 0.02%
8,767
+231
+3% +$16.2K
CTVA icon
237
Corteva
CTVA
$51.3B
$574K 0.02%
10,593
+280
+3% +$16.3K
DOC icon
238
Healthpeak Properties
DOC
$14.8B
$530K 0.01%
20,440
+290
+1% +$8.79K
GXO icon
239
GXO Logistics
GXO
$5.55B
$525K 0.01%
+12,133
New +$672K
TTEK icon
240
Tetra Tech
TTEK
$9.07B
$519K 0.01%
19,005
-370
-2% -$10.1K
PGNY icon
241
Progyny
PGNY
$2.2B
$518K 0.01%
17,840
+254
+1% +$9.09K
VMC icon
242
Vulcan Materials
VMC
$36.9B
$515K 0.01%
3,622
+52
+1% +$8.59K
WMG icon
243
Warner Music
WMG
$13.8B
$511K 0.01%
20,985
+299
+1% +$8.93K
CALY
244
Callaway Golf Company
CALY
$3.14B
$490K 0.01%
24,006
+635
+3% +$13.7K
PTC icon
245
PTC
PTC
$16B
$485K 0.01%
4,565
+121
+3% +$13.1K
TER icon
246
Teradyne
TER
$59.3B
$478K 0.01%
5,338
+77
+1% +$8.01K
GNRC icon
247
Generac Holdings
GNRC
$12.5B
$467K 0.01%
2,217
+31
+1% +$7.62K
HAL icon
248
Halliburton
HAL
$26.6B
$449K 0.01%
14,306
+376
+3% +$14K
IFF icon
249
International Flavors & Fragrances
IFF
$21.9B
$441K 0.01%
3,698
+79
+2% +$9.87K
CF icon
250
CF Industries
CF
$17.3B
$432K 0.01%
5,043
+52
+1% +$5.05K
8 9
10
11 12

Similar funds

CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
NCM
Nearwater Capital Markets Dublin 4, Dublin, Ireland $4.24B AUM 66.03% 1-Year Est. Return
DT
DV Trading Chicago, Illinois $4.22B AUM
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Sumitomo Life Insurance's Q2 2022 Portfolio in Review

As of Q2 2022, Sumitomo Life Insurance held 278 positions worth $3.57B, down 12% from $4.04B the previous quarter. Its ten largest holdings account for 85% of the portfolio.

Sumitomo Life Insurance deployed $133M of net new capital in Q2 2022, opening 7 new positions and adding to 239 existing holdings. Its largest new stake was Vanguard High Dividend Yield ETF: 12,382,658 shares worth $1.26B.

By sector, the portfolio is most concentrated in Technology at 4.3% of assets, down from 4.8% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was iShares Core S&P 500 ETF, an estimated $1.17B trimmed.

  • Sumitomo Life Insurance's largest Q2 2022 buy was Vanguard High Dividend Yield ETF: 12,382,658 shares worth $1.26B.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q2 2022, an estimated $2.37M increase.
  • Sumitomo Life Insurance's biggest Q2 2022 reduction was iShares Core S&P 500 ETF, cutting an estimated $1.17B.
  • Sumitomo Life Insurance fully exited Vanguard Real Estate ETF in Q2 2022, selling an estimated $45.1M.
  • Sumitomo Life Insurance's ten largest holdings make up 85% of its $3.57B portfolio in Q2 2022.
  • Sumitomo Life Insurance opened 7 new positions and closed 3 in Q2 2022.
  • Sumitomo Life Insurance's portfolio value fell 12% quarter-over-quarter to $3.57B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2022, filed 22 Jul 2022.