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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
XOM icon
26
ExxonMobil
XOM
$642B
$4.75M 0.2%
54,389
-6,595
-11% -$602K
COST icon
27
Costco
COST
$421B
$4.45M 0.19%
9,416
-490
-5% -$255K
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.13T
$4.39M 0.19%
16,457
-2,001
-11% -$569K
ACN icon
29
Accenture
ACN
$105B
$4.33M 0.18%
16,820
-706
-4% -$204K
EOG icon
30
EOG Resources
EOG
$71.4B
$4.32M 0.18%
38,673
-669
-2% -$75.1K
NEE icon
31
NextEra Energy
NEE
$176B
$4.15M 0.18%
52,925
-3,995
-7% -$339K
PG icon
32
Procter & Gamble
PG
$342B
$3.97M 0.17%
31,427
-3,822
-11% -$543K
ABBV icon
33
AbbVie
ABBV
$431B
$3.9M 0.17%
29,089
-3,531
-11% -$507K
MRK icon
34
Merck
MRK
$317B
$3.85M 0.16%
44,677
-5,440
-11% -$486K
PEP icon
35
PepsiCo
PEP
$189B
$3.82M 0.16%
23,387
-2,831
-11% -$488K
UNP icon
36
Union Pacific
UNP
$175B
$3.42M 0.14%
17,527
-1,132
-6% -$250K
MA icon
37
Mastercard
MA
$505B
$3.39M 0.14%
11,910
-1,445
-11% -$479K
ADBE icon
38
Adobe
ADBE
$103B
$3.37M 0.14%
12,241
-684
-5% -$259K
TXN icon
39
Texas Instruments
TXN
$254B
$3.29M 0.14%
21,275
-2,573
-11% -$432K
SNPS icon
40
Synopsys
SNPS
$77.7B
$3.29M 0.14%
10,777
-643
-6% -$218K
INTU icon
41
Intuit
INTU
$88.1B
$3.23M 0.14%
8,345
-233
-3% -$101K
AVGO icon
42
Broadcom
AVGO
$2T
$3.2M 0.14%
72,060
-8,810
-11% -$450K
PFE icon
43
Pfizer
PFE
$149B
$3.18M 0.13%
72,692
-8,870
-11% -$431K
UPS icon
44
United Parcel Service
UPS
$87.7B
$3.04M 0.13%
18,801
-1,194
-6% -$226K
KO icon
45
Coca-Cola
KO
$374B
$3.04M 0.13%
54,196
-6,584
-11% -$409K
MCD icon
46
McDonald's
MCD
$196B
$3.03M 0.13%
13,133
-1,605
-11% -$410K
MRSH
47
Marsh
MRSH
$92.2B
$2.93M 0.12%
19,635
-1,524
-7% -$245K
AXP icon
48
American Express
AXP
$231B
$2.87M 0.12%
21,244
-1,492
-7% -$226K
ORLY icon
49
O'Reilly Automotive
ORLY
$76.2B
$2.86M 0.12%
61,005
-3,960
-6% -$185K
ENPH icon
50
Enphase Energy
ENPH
$5.24B
$2.82M 0.12%
10,150
+239
+2% +$64.5K
1
2
3 4 5

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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.