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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
-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
PG icon
26
Procter & Gamble
PG
$341B
$5.07M 0.14%
35,249
+695
+2% +$104K
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.11T
$5.04M 0.14%
18,458
+362
+2% +$114K
VWO icon
28
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$5M 0.14%
120,000
-45,000
-27% -$1.94M
ABBV icon
29
AbbVie
ABBV
$430B
$5M 0.14%
32,620
+643
+2% +$98.3K
ACN icon
30
Accenture
ACN
$101B
$4.87M 0.14%
17,526
+312
+2% +$93.8K
COST icon
31
Costco
COST
$419B
$4.75M 0.13%
9,906
+178
+2% +$90.3K
ADBE icon
32
Adobe
ADBE
$101B
$4.73M 0.13%
12,925
+233
+2% +$94.8K
MRK icon
33
Merck
MRK
$319B
$4.57M 0.13%
50,117
+988
+2% +$87.6K
NEE icon
34
NextEra Energy
NEE
$180B
$4.41M 0.12%
56,920
+1,062
+2% +$80.9K
PEP icon
35
PepsiCo
PEP
$189B
$4.37M 0.12%
26,218
+517
+2% +$87K
EOG icon
36
EOG Resources
EOG
$76.5B
$4.34M 0.12%
39,342
+674
+2% +$83.7K
PFE icon
37
Pfizer
PFE
$146B
$4.28M 0.12%
81,562
+1,609
+2% +$82K
MA icon
38
Mastercard
MA
$499B
$4.21M 0.12%
13,355
+260
+2% +$89.5K
UNP icon
39
Union Pacific
UNP
$175B
$3.98M 0.11%
18,659
+344
+2% +$78.3K
AVGO icon
40
Broadcom
AVGO
$1.98T
$3.93M 0.11%
80,870
+1,590
+2% +$89.2K
KO icon
41
Coca-Cola
KO
$370B
$3.82M 0.11%
60,780
+1,197
+2% +$75.9K
TXN icon
42
Texas Instruments
TXN
$257B
$3.66M 0.1%
23,848
-631
-3% -$106K
UPS icon
43
United Parcel Service
UPS
$92.4B
$3.65M 0.1%
19,995
+366
+2% +$66.8K
MCD icon
44
McDonald's
MCD
$191B
$3.64M 0.1%
14,738
+292
+2% +$71.9K
SNPS icon
45
Synopsys
SNPS
$76.7B
$3.47M 0.1%
11,420
+194
+2% +$58.5K
BMY icon
46
Bristol-Myers Squibb
BMY
$132B
$3.35M 0.09%
43,530
+857
+2% +$65.3K
INTU icon
47
Intuit
INTU
$87.7B
$3.31M 0.09%
8,578
+148
+2% +$61.3K
MRSH
48
Marsh
MRSH
$90.8B
$3.29M 0.09%
21,159
+249
+1% +$39.9K
AXP icon
49
American Express
AXP
$235B
$3.15M 0.09%
22,736
+420
+2% +$69.4K
DIS icon
50
Walt Disney
DIS
$171B
$3.14M 0.09%
33,233
+656
+2% +$72.8K
1
2
3 4 5

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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.