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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
-6.95%
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
$2.36B
AUM Growth
-$1.21B
Cap. Flow
-$1.03B
Cap. Flow %
-43.58%
Top 10 Hldgs %
80.44%
Holding
280
New
5
Increased
27
Reduced
228
Closed
14

Top Buys

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$44.9M
2
TIP icon
iShares TIPS Bond ETF
TIP
+$25.8M
3
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$15M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.28M
5
ABNB icon
Airbnb
ABNB
+$1.35M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.07B
2
AAPL icon
Apple
AAPL
+$5.96M
3
MSFT icon
Microsoft
MSFT
+$2.89M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.48M
5
AMZN icon
Amazon
AMZN
+$1.44M

Sector Composition

Rank Sector Weight
1 Technology 5.63%
2 Healthcare 3.4%
3 Financials 3.03%
4 Consumer Discretionary 2.54%
5 Communication Services 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LUV icon
251
Southwest Airlines
LUV
$23B
$350K 0.01%
11,351
-410
-3% -$15.4K
HAL icon
252
Halliburton
HAL
$26.6B
$337K 0.01%
13,696
-610
-4% -$17.4K
IR icon
253
Ingersoll Rand
IR
$33.7B
$333K 0.01%
7,693
-372
-5% -$17.5K
FRPT icon
254
Freshpet
FRPT
$3.22B
$328K 0.01%
6,548
-237
-3% -$11.2K
IFF icon
255
International Flavors & Fragrances
IFF
$21.9B
$324K 0.01%
3,569
-129
-3% -$14.8K
IBN icon
256
ICICI Bank
IBN
$108B
$319K 0.01%
15,200
-4,600
-23% -$97.2K
VTRS icon
257
Viatris
VTRS
$18.9B
$299K 0.01%
35,076
-1,256
-3% -$12.4K
PARA
258
DELISTED
Paramount Global Class B
PARA
$298K 0.01%
15,661
-567
-3% -$13.6K
KR icon
259
Kroger
KR
$34.8B
$280K 0.01%
6,400
-381
-6% -$18.1K
IP icon
260
International Paper
IP
$22B
$264K 0.01%
8,331
-299
-3% -$12.2K
WBA
261
DELISTED
Walgreens Boots Alliance
WBA
$255K 0.01%
8,134
-500
-6% -$18.5K
MET icon
262
MetLife
MET
$62.1B
$251K 0.01%
4,136
-195
-5% -$12.5K
WDC icon
263
Western Digital
WDC
$150B
$242K 0.01%
9,826
-352
-3% -$11.7K
WBD icon
264
Warner Bros
WBD
$67.1B
$226K 0.01%
19,644
– –
VFC icon
265
VF Corp
VFC
$5.89B
$213K 0.01%
7,120
-264
-4% -$11.4K
OKTA icon
266
Okta
OKTA
$25.8B
$169K 0.01%
2,968
-145
-5% -$12.5K
ARMK icon
267
Aramark
ARMK
$14.7B
– –
-11,511
Closed -$255K
EMBC icon
268
Embecta
EMBC
$262M
– –
-754
Closed -$19K
HDB icon
269
HDFC Bank
HDB
$121B
– –
-3,400
Closed -$93K
INFY icon
270
Infosys
INFY
$50.7B
– –
-6,800
Closed -$126K
IRM icon
271
Iron Mountain
IRM
$36.1B
– –
-19,459
Closed -$947K
IVV icon
272
iShares Core S&P 500 ETF
IVV
$902B
– –
-2,833,909
Closed -$1.07B
JXN icon
273
Jackson Financial
JXN
$8.8B
– –
-1,796
Closed -$48K
LPRO
274
DELISTED
Open Lending Corp
LPRO
– –
-63,826
Closed -$653K
LVS icon
275
Las Vegas Sands
LVS
$29.6B
– –
-11,172
Closed -$375K
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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IUHSA
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Sumitomo Life Insurance's Q3 2022 Portfolio in Review

As of Q3 2022, Sumitomo Life Insurance held 280 positions worth $2.36B, down 34% from $3.57B the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Sumitomo Life Insurance withdrew a net $1.03B in Q3 2022, closing 14 positions and reducing 228 holdings. Its most notable exit was iShares Core S&P 500 ETF, an estimated $1.07B position sold in full.

By sector, the portfolio is most concentrated in Technology at 5.6% of assets, up from 4.3% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Sumitomo Life Insurance opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF worth $41.7M.

  • Sumitomo Life Insurance's largest Q3 2022 buy was iShares JPMorgan USD Emerging Markets Bond ETF: 525,000 shares worth $41.7M.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q3 2022, an estimated $25.8M increase.
  • Sumitomo Life Insurance's biggest Q3 2022 reduction was Apple, cutting an estimated $5.96M.
  • Sumitomo Life Insurance fully exited iShares Core S&P 500 ETF in Q3 2022, selling an estimated $1.07B.
  • Sumitomo Life Insurance's ten largest holdings make up 80% of its $2.36B portfolio in Q3 2022.
  • Sumitomo Life Insurance opened 5 new positions and closed 14 in Q3 2022.
  • Sumitomo Life Insurance's portfolio value fell 34% quarter-over-quarter to $2.36B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2022, filed 31 Oct 2022.