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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
+7.26%
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
$1.19B
AUM Growth
-$168M
Cap. Flow
-$221M
Cap. Flow %
-18.59%
Top 10 Hldgs %
58.57%
Holding
269
New
7
Increased
22
Reduced
207
Closed
13

Top Buys

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$117M
2
TIP icon
iShares TIPS Bond ETF
TIP
+$102M
3
VNQ icon
Vanguard Real Estate ETF
VNQ
+$35.5M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$19.6M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$17.7M

Top Sells

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$519M
2
BAC icon
Bank of America
BAC
+$1.98M
3
LAD icon
Lithia Motors
LAD
+$1.15M
4
EOG icon
EOG Resources
EOG
+$1.15M
5
LH icon
Labcorp
LH
+$1.12M

Sector Composition

Rank Sector Weight
1 Technology 13.61%
2 Healthcare 7.18%
3 Financials 6.16%
4 Consumer Discretionary 5.22%
5 Industrials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XEL icon
226
Xcel Energy
XEL
$48.8B
$596K 0.05%
8,842
-99
-1% -$6.68K
CTVA icon
227
Corteva
CTVA
$51.3B
$564K 0.05%
9,345
-106
-1% -$6.47K
EQR icon
228
Equity Residential
EQR
$25.1B
$558K 0.05%
9,299
-105
-1% -$6.45K
COF icon
229
Capital One
COF
$134B
$554K 0.05%
5,766
-100
-2% -$10.5K
VMC icon
230
Vulcan Materials
VMC
$36.9B
$547K 0.05%
3,190
-62
-2% -$11K
GXO icon
231
GXO Logistics
GXO
$5.55B
$543K 0.05%
10,762
-142
-1% -$7.07K
KMI icon
232
Kinder Morgan
KMI
$68.7B
$541K 0.05%
30,893
-347
-1% -$6.17K
GTM
233
ZoomInfo Technologies
GTM
$1.22B
$538K 0.05%
21,763
-7,611
-26% -$195K
TTEK icon
234
Tetra Tech
TTEK
$9.07B
$528K 0.04%
17,955
-225
-1% -$6.5K
CEG icon
235
Constellation Energy
CEG
$95.6B
$524K 0.04%
6,672
– –
PGNY icon
236
Progyny
PGNY
$2.2B
$513K 0.04%
15,973
-164
-1% -$5.42K
TER icon
237
Teradyne
TER
$59.3B
$510K 0.04%
4,744
-53
-1% -$5.42K
CALY
238
Callaway Golf Company
CALY
$3.14B
$462K 0.04%
21,350
-239
-1% -$5.42K
ZS icon
239
Zscaler
ZS
$27.3B
$425K 0.04%
3,639
-41
-1% -$4.92K
IR icon
240
Ingersoll Rand
IR
$33.7B
$416K 0.04%
7,148
– –
DOC icon
241
Healthpeak Properties
DOC
$14.8B
$404K 0.03%
18,406
– –
HAL icon
242
Halliburton
HAL
$26.6B
$402K 0.03%
12,702
-167
-1% -$6.18K
GEHC icon
243
GE HealthCare
GEHC
$32.4B
$382K 0.03%
+4,651
New +$332K
RGA icon
244
Reinsurance Group of America
RGA
$16.1B
$367K 0.03%
2,763
– –
PARA
245
DELISTED
Paramount Global Class B
PARA
$348K 0.03%
15,616
– –
LUV icon
246
Southwest Airlines
LUV
$23B
$343K 0.03%
10,554
– –
VTRS icon
247
Viatris
VTRS
$18.9B
$335K 0.03%
34,772
– –
CF icon
248
CF Industries
CF
$17.3B
$328K 0.03%
4,529
– –
IFF icon
249
International Flavors & Fragrances
IFF
$21.9B
$326K 0.03%
3,544
– –
KR icon
250
Kroger
KR
$34.8B
$314K 0.03%
6,361
– –
7 8 9
10
11

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AI
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NCM
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DT
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IWM
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CW
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BG
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IUHSA
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Sumitomo Life Insurance's Q1 2023 Portfolio in Review

As of Q1 2023, Sumitomo Life Insurance held 269 positions worth $1.19B, down 12% from $1.36B the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Sumitomo Life Insurance withdrew a net $221M in Q1 2023, closing 13 positions and reducing 207 holdings. Its most notable exit was Vanguard High Dividend Yield ETF, an estimated $519M position sold in full.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 9.8% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Sumitomo Life Insurance opened a new position in Vanguard FTSE Emerging Markets ETF worth $116M.

  • Sumitomo Life Insurance's largest Q1 2023 buy was Vanguard FTSE Emerging Markets ETF: 2,864,206 shares worth $116M.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q1 2023, an estimated $102M increase.
  • Sumitomo Life Insurance's biggest Q1 2023 reduction was Bank of America, cutting an estimated $1.98M.
  • Sumitomo Life Insurance fully exited Vanguard High Dividend Yield ETF in Q1 2023, selling an estimated $519M.
  • Sumitomo Life Insurance's ten largest holdings make up 59% of its $1.19B portfolio in Q1 2023.
  • Sumitomo Life Insurance opened 7 new positions and closed 13 in Q1 2023.
  • Sumitomo Life Insurance's portfolio value fell 12% quarter-over-quarter to $1.19B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2023, filed 27 Apr 2023.