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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
CVX icon
26
Chevron
CVX
$371B
$5.94M 0.15%
36,457
-543
-1% -$77.9K
ACN icon
27
Accenture
ACN
$105B
$5.8M 0.14%
17,214
-231
-1% -$77.9K
ADBE icon
28
Adobe
ADBE
$103B
$5.78M 0.14%
12,692
-174
-1% -$83.7K
COST icon
29
Costco
COST
$421B
$5.6M 0.14%
9,728
-131
-1% -$68.7K
PG icon
30
Procter & Gamble
PG
$342B
$5.28M 0.13%
34,554
-536
-2% -$83.9K
ABBV icon
31
AbbVie
ABBV
$431B
$5.18M 0.13%
31,977
-511
-2% -$74.2K
UNP icon
32
Union Pacific
UNP
$175B
$5M 0.12%
18,315
-809
-4% -$204K
AVGO icon
33
Broadcom
AVGO
$2T
$4.99M 0.12%
79,280
-1,260
-2% -$74.8K
XOM icon
34
ExxonMobil
XOM
$642B
$4.94M 0.12%
59,783
-956
-2% -$74.3K
NEE icon
35
NextEra Energy
NEE
$176B
$4.73M 0.12%
55,858
-931
-2% -$74.6K
MA icon
36
Mastercard
MA
$505B
$4.68M 0.12%
13,095
-230
-2% -$82.7K
EOG icon
37
EOG Resources
EOG
$71.4B
$4.61M 0.11%
38,668
-518
-1% -$57.7K
TXN icon
38
Texas Instruments
TXN
$254B
$4.49M 0.11%
24,479
-361
-1% -$63.6K
DIS icon
39
Walt Disney
DIS
$181B
$4.47M 0.11%
32,577
-485
-1% -$70.1K
PEP icon
40
PepsiCo
PEP
$189B
$4.3M 0.11%
25,701
-381
-1% -$64K
UPS icon
41
United Parcel Service
UPS
$87.8B
$4.21M 0.1%
19,629
-291
-1% -$61.8K
AXP icon
42
American Express
AXP
$231B
$4.17M 0.1%
22,316
-324
-1% -$58.5K
PFE icon
43
Pfizer
PFE
$149B
$4.14M 0.1%
79,953
-1,279
-2% -$66.4K
INTU icon
44
Intuit
INTU
$88.1B
$4.05M 0.1%
8,430
-131
-2% -$67.1K
MRK icon
45
Merck
MRK
$317B
$4.03M 0.1%
49,129
-732
-1% -$57.7K
SNPS icon
46
Synopsys
SNPS
$77.7B
$3.74M 0.09%
11,226
-156
-1% -$48.7K
KO icon
47
Coca-Cola
KO
$374B
$3.69M 0.09%
59,583
-954
-2% -$58K
NOW icon
48
ServiceNow
NOW
$121B
$3.59M 0.09%
32,210
-410
-1% -$45.9K
NFLX icon
49
Netflix
NFLX
$307B
$3.58M 0.09%
95,530
-1,600
-2% -$66.6K
MCD icon
50
McDonald's
MCD
$196B
$3.57M 0.09%
14,446
-232
-2% -$57.8K
1
2
3 4 5

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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.