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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
LUV icon
251
Southwest Airlines
LUV
$19.2B
$348K 0.02%
9,613
-941
-9% -$29.5K
DOC icon
252
Healthpeak Properties
DOC
$13.9B
$346K 0.02%
17,208
-1,198
-7% -$24.9K
RGA icon
253
Reinsurance Group of America
RGA
$16.2B
$334K 0.01%
2,405
-358
-13% -$50.9K
VTRS icon
254
Viatris
VTRS
$19.1B
$295K 0.01%
29,526
-5,246
-15% -$50.1K
CF icon
255
CF Industries
CF
$20.5B
$287K 0.01%
4,130
-399
-9% -$27.8K
KR icon
256
Kroger
KR
$37.1B
$259K 0.01%
5,517
-844
-13% -$40.3K
IFF icon
257
International Flavors & Fragrances
IFF
$21.5B
$240K 0.01%
3,010
-534
-15% -$45.9K
WDC icon
258
Western Digital
WDC
$149B
$237K 0.01%
8,263
-1,469
-15% -$40.9K
IP icon
259
International Paper
IP
$18B
$223K 0.01%
7,008
-1,244
-15% -$40.8K
MET icon
260
MetLife
MET
$62.4B
$199K 0.01%
3,526
-540
-13% -$30K
WBA
261
DELISTED
Walgreens Boots Alliance
WBA
$199K 0.01%
6,978
-1,119
-14% -$36.5K
PARA
262
DELISTED
Paramount Global Class B
PARA
– –
-15,616
Closed -$348K
TIP icon
263
iShares TIPS Bond ETF
TIP
$14.7B
– –
-1,309,485
Closed -$144M
VFC icon
264
VF Corp
VFC
$5B
– –
-7,087
Closed -$162K
WBD icon
265
Warner Bros
WBD
$70.3B
– –
-18,751
Closed -$283K
GTM
266
ZoomInfo Technologies
GTM
$1.22B
– –
-21,763
Closed -$538K
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.