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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
RNG icon
251
RingCentral
RNG
$5.28B
$501K 0.01%
4,275
-140
-3% -$20.6K
PTC icon
252
PTC
PTC
$16B
$479K 0.01%
4,444
-264
-6% -$29.7K
IFF icon
253
International Flavors & Fragrances
IFF
$21.9B
$475K 0.01%
3,619
-79
-2% -$10.5K
OKTA icon
254
Okta
OKTA
$25.8B
$471K 0.01%
3,117
-136
-4% -$24.4K
VFC icon
255
VF Corp
VFC
$5.89B
$425K 0.01%
7,474
-180
-2% -$11.2K
LVS icon
256
Las Vegas Sands
LVS
$29.6B
$420K 0.01%
10,800
-640
-6% -$26.5K
INFY icon
257
Infosys
INFY
$50.7B
$418K 0.01%
16,800
-7,400
-31% -$175K
TRUP icon
258
Trupanion
TRUP
$1.18B
$414K 0.01%
4,647
-249
-5% -$22.9K
CEG icon
259
Constellation Energy
CEG
$95.6B
$412K 0.01%
+7,322
New +$357K
KR icon
260
Kroger
KR
$34.8B
$395K 0.01%
6,879
– –
IR icon
261
Ingersoll Rand
IR
$33.7B
$393K 0.01%
7,804
-271
-3% -$14.5K
IP icon
262
International Paper
IP
$22B
$385K 0.01%
8,343
-512
-6% -$23.6K
VTRS icon
263
Viatris
VTRS
$18.9B
$382K 0.01%
35,128
-1,756
-5% -$23.1K
WBA
264
DELISTED
Walgreens Boots Alliance
WBA
$374K 0.01%
8,354
-483
-5% -$23.8K
WDC icon
265
Western Digital
WDC
$150B
$373K 0.01%
9,950
-494
-5% -$20.3K
RGA icon
266
Reinsurance Group of America
RGA
$16.1B
$322K 0.01%
2,938
-66
-2% -$7.3K
ARMK icon
267
Aramark
ARMK
$14.7B
$313K 0.01%
11,526
-353
-3% -$9.21K
MET icon
268
MetLife
MET
$62.1B
$309K 0.01%
4,393
– –
HDB icon
269
HDFC Bank
HDB
$121B
$258K 0.01%
8,400
-200
-2% -$6.5K
SHLS icon
270
Shoals Technologies Group
SHLS
$1.5B
$113K ﹤0.01%
+6,641
New +$115K
JXN icon
271
Jackson Financial
JXN
$8.8B
$79K ﹤0.01%
1,796
– –
DOCU
272
DocuSign
DOCU
$11.5B
– –
-3,231
Closed -$492K
KD icon
273
Kyndryl
KD
$3.05B
– –
-4,076
Closed -$74K
NTAP icon
274
NetApp
NTAP
$37.2B
– –
-13,714
Closed -$1.26M
XLNX
275
DELISTED
Xilinx Inc
XLNX
– –
-9,924
Closed -$2.1M
8 9 10
11
12

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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 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.