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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
ATVI
276
DELISTED
Activision Blizzard
ATVI
– –
-17,616
Closed -$1.17M
8 9 10 11
12

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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.