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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
+10.2%
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
$1.36B
AUM Growth
-$1B
Cap. Flow
-$1.21B
Cap. Flow %
-89.01%
Top 10 Hldgs %
65.62%
Holding
267
New
1
Increased
7
Reduced
251
Closed
5

Top Buys

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$8.71M
2
DDOG icon
Datadog
DDOG
+$1.22M
3
GTM
ZoomInfo Technologies
GTM
+$232K
4
GTLS
Chart Industries
GTLS
+$169K
5
ARES icon
Ares Management
ARES
+$98.1K

Top Sells

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$807M
2
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$257M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$80.7M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$22.3M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$21.4M

Sector Composition

Rank Sector Weight
1 Technology 9.84%
2 Healthcare 6.56%
3 Financials 5.75%
4 Consumer Discretionary 3.93%
5 Industrials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PG icon
26
Procter & Gamble
PG
$342B
$4.72M 0.35%
31,125
-302
-1% -$42.3K
ABBV icon
27
AbbVie
ABBV
$431B
$4.66M 0.34%
28,805
-284
-1% -$43.5K
ACN icon
28
Accenture
ACN
$105B
$4.45M 0.33%
16,684
-136
-0.8% -$37.6K
COST icon
29
Costco
COST
$421B
$4.26M 0.31%
9,338
-78
-0.8% -$38.1K
TSLA icon
30
Tesla
TSLA
$1.26T
$4.26M 0.31%
34,606
-1,584
-4% -$300K
NEE icon
31
NextEra Energy
NEE
$176B
$4.24M 0.31%
50,695
-2,230
-4% -$180K
PEP icon
32
PepsiCo
PEP
$189B
$4.18M 0.31%
23,151
-236
-1% -$42.1K
MA icon
33
Mastercard
MA
$505B
$4.1M 0.3%
11,795
-115
-1% -$37.9K
ADBE icon
34
Adobe
ADBE
$103B
$4.08M 0.3%
12,140
-101
-0.8% -$32.3K
META icon
35
Meta Platforms (Facebook)
META
$1.5T
$4.06M 0.3%
33,749
-8,285
-20% -$973K
AVGO icon
36
Broadcom
AVGO
$2T
$3.99M 0.29%
71,410
-650
-0.9% -$32.6K
PFE icon
37
Pfizer
PFE
$149B
$3.69M 0.27%
72,020
-672
-0.9% -$32.2K
TXN icon
38
Texas Instruments
TXN
$254B
$3.48M 0.26%
21,058
-217
-1% -$36.2K
UNP icon
39
Union Pacific
UNP
$175B
$3.47M 0.26%
16,760
-767
-4% -$157K
MCD icon
40
McDonald's
MCD
$196B
$3.43M 0.25%
13,013
-120
-0.9% -$31.7K
SNPS icon
41
Synopsys
SNPS
$77.7B
$3.42M 0.25%
10,706
-71
-0.7% -$22.2K
KO icon
42
Coca-Cola
KO
$374B
$3.41M 0.25%
53,671
-525
-1% -$31.7K
UPS icon
43
United Parcel Service
UPS
$87.7B
$3.24M 0.24%
18,650
-151
-0.8% -$26.1K
INTU icon
44
Intuit
INTU
$88.1B
$3.23M 0.24%
8,285
-60
-0.7% -$23.8K
AXP icon
45
American Express
AXP
$231B
$3.19M 0.24%
21,604
+360
+2% +$53.3K
SYK icon
46
Stryker
SYK
$129B
$3.18M 0.23%
13,016
-95
-0.7% -$21.6K
COP icon
47
ConocoPhillips
COP
$142B
$3.08M 0.23%
26,091
-240
-0.9% -$29.2K
CTAS icon
48
Cintas
CTAS
$80.9B
$2.91M 0.21%
25,744
-200
-0.8% -$21.6K
ISRG icon
49
Intuitive Surgical
ISRG
$132B
$2.84M 0.21%
10,698
-180
-2% -$43.9K
ADI icon
50
Analog Devices
ADI
$184B
$2.79M 0.21%
16,998
-102
-0.6% -$15.9K
1
2
3 4 5

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Sumitomo Life Insurance's Q4 2022 Portfolio in Review

As of Q4 2022, Sumitomo Life Insurance held 267 positions worth $1.36B, down 43% from $2.36B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Sumitomo Life Insurance withdrew a net $1.21B in Q4 2022, closing 5 positions and reducing 251 holdings. Its most notable exit was iShares MSCI All Country Asia ex Japan ETF, an estimated $257M position sold in full.

By sector, the portfolio is most concentrated in Technology at 9.8% of assets, up from 5.6% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Sumitomo Life Insurance opened a new position in Datadog worth $1.15M.

  • Sumitomo Life Insurance's largest Q4 2022 buy was Datadog: 15,621 shares worth $1.15M.
  • Sumitomo Life Insurance added most to iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2022, an estimated $8.71M increase.
  • Sumitomo Life Insurance's biggest Q4 2022 reduction was Vanguard High Dividend Yield ETF, cutting an estimated $807M.
  • Sumitomo Life Insurance fully exited iShares MSCI All Country Asia ex Japan ETF in Q4 2022, selling an estimated $257M.
  • Sumitomo Life Insurance's ten largest holdings make up 66% of its $1.36B portfolio in Q4 2022.
  • Sumitomo Life Insurance opened 1 new position and closed 5 in Q4 2022.
  • Sumitomo Life Insurance's portfolio value fell 43% quarter-over-quarter to $1.36B.

Based on Sumitomo Life Insurance's 13F filing for Q4 2022, filed 18 Jan 2023.