We are live on ! Find out more
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
MRSH
51
Marsh
MRSH
$91.5B
$3.56M 0.09%
20,910
-288
-1% -$45.4K
SYK icon
52
Stryker
SYK
$130B
$3.52M 0.09%
13,183
-178
-1% -$46.1K
CRM icon
53
Salesforce
CRM
$158B
$3.46M 0.09%
16,291
-242
-1% -$52.1K
PYPL icon
54
PayPal
PYPL
$50.5B
$3.4M 0.08%
29,352
-408
-1% -$54.3K
INTC icon
55
Intel
INTC
$513B
$3.38M 0.08%
68,310
-1,093
-2% -$54.2K
DHR icon
56
Danaher
DHR
$144B
$3.36M 0.08%
12,937
-200
-2% -$50.1K
NKE icon
57
Nike
NKE
$61.9B
$3.36M 0.08%
24,953
-368
-1% -$51.7K
ISRG icon
58
Intuitive Surgical
ISRG
$134B
$3.35M 0.08%
11,108
-177
-2% -$51.7K
AMD icon
59
Advanced Micro Devices
AMD
$789B
$3.24M 0.08%
29,637
+16,768
+130% +$2M
QCOM icon
60
Qualcomm
QCOM
$176B
$3.18M 0.08%
20,826
-333
-2% -$55.9K
ZTS icon
61
Zoetis
ZTS
$30B
$3.17M 0.08%
16,824
-238
-1% -$47K
CMCSA icon
62
Comcast
CMCSA
$90B
$3.13M 0.08%
66,896
-1,178
-2% -$56.7K
MDT icon
63
Medtronic
MDT
$112B
$3.12M 0.08%
28,124
-451
-2% -$47.6K
BMY icon
64
Bristol-Myers Squibb
BMY
$132B
$3.12M 0.08%
42,673
-682
-2% -$45.8K
CSCO icon
65
Cisco
CSCO
$479B
$3.06M 0.08%
54,963
-878
-2% -$49.7K
SPGI icon
66
S&P Global
SPGI
$120B
$3.06M 0.08%
7,464
-106
-1% -$43.2K
VZ icon
67
Verizon
VZ
$196B
$3.01M 0.07%
59,105
-947
-2% -$50.2K
EW icon
68
Edwards Lifesciences
EW
$51.7B
$3M 0.07%
25,512
+187
+0.7% +$21K
SBUX icon
69
Starbucks
SBUX
$120B
$3M 0.07%
32,921
-510
-2% -$48.1K
ORLY icon
70
O'Reilly Automotive
ORLY
$76.3B
$2.98M 0.07%
65,340
-3,600
-5% -$161K
LOW icon
71
Lowe's Companies
LOW
$125B
$2.93M 0.07%
14,473
-232
-2% -$53.4K
COP icon
72
ConocoPhillips
COP
$141B
$2.9M 0.07%
28,965
-462
-2% -$42.5K
WMT icon
73
Walmart Inc
WMT
$890B
$2.89M 0.07%
58,308
-936
-2% -$43.9K
ADI icon
74
Analog Devices
ADI
$190B
$2.89M 0.07%
17,516
-244
-1% -$39.5K
ADP icon
75
Automatic Data Processing
ADP
$108B
$2.88M 0.07%
12,678
-202
-2% -$43.3K
1 2
3
4 5

Similar funds

CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
NCM
Nearwater Capital Markets Dublin 4, Dublin, Ireland $4.24B AUM 66.03% 1-Year Est. Return
DT
DV Trading Chicago, Illinois $4.22B AUM
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

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.