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
LUV icon
251
Southwest Airlines
LUV
$23B
$425K 0.01%
11,761
+310
+3% +$13.3K
CEG icon
252
Constellation Energy
CEG
$96.4B
$419K 0.01%
7,322
– –
PARA
253
DELISTED
Paramount Global Class B
PARA
$401K 0.01%
16,228
+428
+3% +$13K
VTRS icon
254
Viatris
VTRS
$19.1B
$380K 0.01%
36,332
+1,204
+3% +$13.2K
LVS icon
255
Las Vegas Sands
LVS
$29.6B
$375K 0.01%
11,172
+372
+3% +$12.9K
IP icon
256
International Paper
IP
$22B
$361K 0.01%
8,630
+287
+3% +$13.3K
FRPT icon
257
Freshpet
FRPT
$3.22B
$352K 0.01%
6,785
+179
+3% +$13.8K
IBN icon
258
ICICI Bank
IBN
$108B
$351K 0.01%
19,800
-7,400
-27% -$138K
WDC icon
259
Western Digital
WDC
$150B
$345K 0.01%
10,178
+228
+2% +$9.16K
RGA icon
260
Reinsurance Group of America
RGA
$16.1B
$344K 0.01%
2,934
-4
-0.1% -$464
AMRC icon
261
Ameresco
AMRC
$1.36B
$342K 0.01%
7,496
+323
+5% +$18K
IR icon
262
Ingersoll Rand
IR
$33.7B
$339K 0.01%
8,065
+261
+3% +$11.9K
WBA
263
DELISTED
Walgreens Boots Alliance
WBA
$327K 0.01%
8,634
+280
+3% +$12K
VFC icon
264
VF Corp
VFC
$5.89B
$326K 0.01%
7,384
-90
-1% -$4.51K
KR icon
265
Kroger
KR
$34.8B
$321K 0.01%
6,781
-98
-1% -$5.22K
OKTA icon
266
Okta
OKTA
$25.8B
$281K 0.01%
3,113
-4
-0.1% -$432
MET icon
267
MetLife
MET
$62.4B
$272K 0.01%
4,331
-62
-1% -$4.1K
WBD icon
268
Warner Bros
WBD
$67.1B
$264K 0.01%
+19,644
New +$364K
ARMK icon
269
Aramark
ARMK
$14.7B
$255K 0.01%
11,511
-15
-0.1% -$371
RNG icon
270
RingCentral
RNG
$5.28B
$233K 0.01%
4,467
+192
+4% +$14.6K
INFY icon
271
Infosys
INFY
$50.7B
$126K ﹤0.01%
6,800
-10,000
-60% -$199K
SHLS icon
272
Shoals Technologies Group
SHLS
$1.5B
$109K ﹤0.01%
6,641
– –
HDB icon
273
HDFC Bank
HDB
$121B
$93K ﹤0.01%
3,400
-5,000
-60% -$141K
JXN icon
274
Jackson Financial
JXN
$8.8B
$48K ﹤0.01%
1,796
– –
EMBC icon
275
Embecta
EMBC
$262M
$19K ﹤0.01%
+754
New +$21.7K
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.