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SLI

Sumitomo Life Insurance Portfolio holdings

AUM $6.12B
1-Year Est. Return 21.82%
This Fund
S&P 500
This Quarter Est. Return
+3.76%
1 Year Est. Return
+21.82%
3 Year Est. Return
+69.65%
5 Year Est. Return
+75.1%
10 Year Est. Return
+333.11%
AUM
$2.27B
AUM Growth
+$1.09B
Cap. Flow
+$1.18B
Cap. Flow %
51.92%
Top 10 Hldgs %
75.39%
Holding
266
New
10
Increased
24
Reduced
226
Closed
5

Top Buys

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.07B
2
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$159M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$35M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$20.8M
5
IFRA icon
iShares US Infrastructure ETF
IFRA
+$15.1M

Top Sells

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$144M
2
AAPL icon
Apple
AAPL
+$3.73M
3
MSFT icon
Microsoft
MSFT
+$2.54M
4
UNP icon
Union Pacific
UNP
+$1.3M
5
AMZN icon
Amazon
AMZN
+$1.26M

Sector Composition

Rank Sector Weight
1 Miscellaneous 74.05%
2 Technology 7.8%
3 Healthcare 3.71%
4 Financials 3.13%
5 Consumer Discretionary 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPG icon
226
Simon Property Group
SPG
$66.4B
$651K 0.03%
5,640
-548
-9% -$59.7K
BALL icon
227
Ball Corp
BALL
$16.3B
$641K 0.03%
11,011
-1,072
-9% -$58.1K
SYY icon
228
Sysco
SYY
$38.1B
$619K 0.03%
8,349
-865
-9% -$64K
GXO icon
229
GXO Logistics
GXO
$5.29B
$608K 0.03%
9,686
-1,076
-10% -$60.4K
TFC icon
230
Truist Financial
TFC
$60.8B
$600K 0.03%
19,782
-1,757
-8% -$54.6K
COF icon
231
Capital One
COF
$126B
$585K 0.03%
5,352
-414
-7% -$41.5K
CE icon
232
Celanese
CE
$5.16B
$583K 0.03%
5,033
-647
-11% -$70.1K
PGNY icon
233
Progyny
PGNY
$2.14B
$580K 0.03%
14,739
-1,234
-8% -$44.5K
ARE icon
234
Alexandria Real Estate Equities
ARE
$9.16B
$576K 0.03%
5,078
-527
-9% -$62.7K
VMRK
235
Vivmark Residential
VMRK
$50.6B
$566K 0.02%
8,580
-719
-8% -$44.9K
MTCH icon
236
Match Group
MTCH
$10.2B
$547K 0.02%
13,079
-5,921
-31% -$216K
DOW icon
237
Dow Inc
DOW
$21.3B
$543K 0.02%
10,198
-854
-8% -$45.4K
CEG icon
238
Constellation Energy
CEG
$92.2B
$541K 0.02%
5,910
-762
-11% -$63.2K
TSN icon
239
Tyson Foods
TSN
$18.6B
$529K 0.02%
10,364
-860
-8% -$46.8K
TTEK icon
240
Tetra Tech
TTEK
$9.44B
$517K 0.02%
15,780
-2,175
-12% -$64K
XEL icon
241
Xcel Energy
XEL
$45.6B
$502K 0.02%
8,080
-762
-9% -$50.9K
CTVA icon
242
Corteva
CTVA
$55.3B
$494K 0.02%
8,624
-721
-8% -$42.1K
TER icon
243
Teradyne
TER
$53.7B
$488K 0.02%
4,385
-359
-8% -$36K
KMI icon
244
Kinder Morgan
KMI
$68.3B
$488K 0.02%
28,334
-2,559
-8% -$43.5K
WMG icon
245
Warner Music
WMG
$15.2B
$454K 0.02%
17,415
-1,432
-8% -$39.7K
IR icon
246
Ingersoll Rand
IR
$27.8B
$423K 0.02%
6,470
-678
-9% -$40.1K
CALY
247
Callaway Golf Company
CALY
$2.73B
$391K 0.02%
19,692
-1,658
-8% -$33.2K
HAL icon
248
Halliburton
HAL
$29.5B
$387K 0.02%
11,723
-979
-8% -$30.9K
WDAY icon
249
Workday
WDAY
$45.5B
$360K 0.02%
+1,593
New +$319K
GEHC icon
250
GE HealthCare
GEHC
$28.8B
$349K 0.02%
4,291
-360
-8% -$28.7K
7 8 9
10
11

Similar funds

MF
Milford Funds Auckland $6.14B AUM
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Sumitomo Life Insurance's Q2 2023 Portfolio in Review

As of Q2 2023, Sumitomo Life Insurance held 266 positions worth $2.27B, up 91% from $1.19B the previous quarter. Its ten largest holdings account for 75% of the portfolio.

Sumitomo Life Insurance deployed $1.18B of net new capital in Q2 2023, opening 10 new positions and adding to 24 existing holdings. Its largest new stake was Vanguard High Dividend Yield ETF: 10,184,502 shares worth $1.07B.

By sector, the portfolio is most concentrated in Miscellaneous at 74% of assets, up from 51% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Apple, an estimated $3.73M trimmed.

  • Sumitomo Life Insurance's largest Q2 2023 buy was Vanguard High Dividend Yield ETF: 10,184,502 shares worth $1.07B.
  • Sumitomo Life Insurance added most to iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2023, an estimated $35M increase.
  • Sumitomo Life Insurance's biggest Q2 2023 reduction was Apple, cutting an estimated $3.73M.
  • Sumitomo Life Insurance fully exited iShares TIPS Bond ETF in Q2 2023, selling an estimated $144M.
  • Sumitomo Life Insurance's ten largest holdings make up 75% of its $2.27B portfolio in Q2 2023.
  • Sumitomo Life Insurance opened 10 new positions and closed 5 in Q2 2023.
  • Sumitomo Life Insurance's portfolio value rose 91% quarter-over-quarter to $2.27B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2023, filed 20 Jul 2023.