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SLI

Sumitomo Life Insurance Portfolio holdings

AUM $6.12B
1-Year Est. Return 21.82%
This Fund
S&P 500
This Quarter Est. Return
+3.76%
1 Year Est. Return
+21.82%
3 Year Est. Return
+69.65%
5 Year Est. Return
+75.1%
10 Year Est. Return
+333.11%
AUM
$2.27B
AUM Growth
+$1.09B
Cap. Flow
+$1.18B
Cap. Flow %
51.92%
Top 10 Hldgs %
75.39%
Holding
266
New
10
Increased
24
Reduced
226
Closed
5

Top Buys

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.07B
2
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$159M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$35M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$20.8M
5
IFRA icon
iShares US Infrastructure ETF
IFRA
+$15.1M

Top Sells

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$144M
2
AAPL icon
Apple
AAPL
+$3.73M
3
MSFT icon
Microsoft
MSFT
+$2.54M
4
UNP icon
Union Pacific
UNP
+$1.3M
5
AMZN icon
Amazon
AMZN
+$1.26M

Sector Composition

Rank Sector Weight
1 Miscellaneous 74.05%
2 Technology 7.8%
3 Healthcare 3.71%
4 Financials 3.13%
5 Consumer Discretionary 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
26
Home Depot
HD
$305B
$6.25M 0.28%
20,134
-900
-4% -$266K
FEZ icon
27
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.34B
$5.99M 0.26%
+132,300
New +$6.03M
ADBE icon
28
Adobe
ADBE
$102B
$5.66M 0.25%
11,572
-492
-4% -$198K
AVGO icon
29
Broadcom
AVGO
$1.62T
$5.61M 0.25%
64,630
-6,270
-9% -$447K
CVX icon
30
Chevron
CVX
$427B
$5.31M 0.23%
33,759
-3,264
-9% -$523K
JNJ icon
31
Johnson & Johnson
JNJ
$644B
$5.27M 0.23%
31,861
-3,085
-9% -$498K
XOM icon
32
ExxonMobil
XOM
$696B
$5.23M 0.23%
48,737
-4,721
-9% -$515K
BRK.B icon
33
Berkshire Hathaway Class B
BRK.B
$1.11T
$5.03M 0.22%
14,753
-1,427
-9% -$466K
MCD icon
34
McDonald's
MCD
$179B
$5.03M 0.22%
16,853
+2,658
+19% +$772K
ACN icon
35
Accenture
ACN
$118B
$4.96M 0.22%
16,078
-505
-3% -$147K
TMO icon
36
Thermo Fisher Scientific
TMO
$237B
$4.88M 0.21%
9,352
-378
-4% -$204K
MA icon
37
Mastercard
MA
$502B
$4.71M 0.21%
11,970
-1,167
-9% -$438K
COST icon
38
Costco
COST
$400B
$4.64M 0.2%
8,623
-1,147
-12% -$580K
SNPS icon
39
Synopsys
SNPS
$70.5B
$4.53M 0.2%
10,402
-241
-2% -$97.1K
PG icon
40
Procter & Gamble
PG
$341B
$4.27M 0.19%
28,171
-2,728
-9% -$411K
PEP icon
41
PepsiCo
PEP
$185B
$3.96M 0.17%
21,398
-1,233
-5% -$230K
MRK icon
42
Merck
MRK
$355B
$3.76M 0.17%
32,587
-3,160
-9% -$359K
IEMG icon
43
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$3.74M 0.16%
+3,264,874
New +$159M
INTU icon
44
Intuit
INTU
$88B
$3.7M 0.16%
8,075
-162
-2% -$70.9K
NKE icon
45
Nike
NKE
$53.7B
$3.66M 0.16%
33,199
-1,601
-5% -$187K
SYK icon
46
Stryker
SYK
$108B
$3.58M 0.16%
11,739
-421
-3% -$122K
AXP icon
47
American Express
AXP
$219B
$3.58M 0.16%
20,554
-912
-4% -$147K
ISRG icon
48
Intuitive Surgical
ISRG
$133B
$3.56M 0.16%
10,423
-211
-2% -$63.8K
NOW icon
49
ServiceNow
NOW
$147B
$3.53M 0.16%
31,385
-130
-0.4% -$13K
ABBV icon
50
AbbVie
ABBV
$465B
$3.51M 0.15%
26,071
-2,524
-9% -$370K
1
2
3 4 5

Similar funds

MF
Milford Funds Auckland $6.14B AUM
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Sumitomo Life Insurance's Q2 2023 Portfolio in Review

As of Q2 2023, Sumitomo Life Insurance held 266 positions worth $2.27B, up 91% from $1.19B the previous quarter. Its ten largest holdings account for 75% of the portfolio.

Sumitomo Life Insurance deployed $1.18B of net new capital in Q2 2023, opening 10 new positions and adding to 24 existing holdings. Its largest new stake was Vanguard High Dividend Yield ETF: 10,184,502 shares worth $1.07B.

By sector, the portfolio is most concentrated in Miscellaneous at 74% of assets, up from 51% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Apple, an estimated $3.73M trimmed.

  • Sumitomo Life Insurance's largest Q2 2023 buy was Vanguard High Dividend Yield ETF: 10,184,502 shares worth $1.07B.
  • Sumitomo Life Insurance added most to iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2023, an estimated $35M increase.
  • Sumitomo Life Insurance's biggest Q2 2023 reduction was Apple, cutting an estimated $3.73M.
  • Sumitomo Life Insurance fully exited iShares TIPS Bond ETF in Q2 2023, selling an estimated $144M.
  • Sumitomo Life Insurance's ten largest holdings make up 75% of its $2.27B portfolio in Q2 2023.
  • Sumitomo Life Insurance opened 10 new positions and closed 5 in Q2 2023.
  • Sumitomo Life Insurance's portfolio value rose 91% quarter-over-quarter to $2.27B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2023, filed 20 Jul 2023.