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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
NOW icon
51
ServiceNow
NOW
$121B
$3.12M 0.09%
32,770
+560
+2% +$53.4K
VZ icon
52
Verizon
VZ
$193B
$3.04M 0.09%
59,895
+790
+1% +$40K
DG icon
53
Dollar General
DG
$28B
$3M 0.08%
12,235
-93
-0.8% -$21.7K
DHR icon
54
Danaher
DHR
$140B
$2.97M 0.08%
13,198
+261
+2% +$60.1K
ZTS icon
55
Zoetis
ZTS
$31.2B
$2.94M 0.08%
17,125
+301
+2% +$52.1K
IBM icon
56
IBM
IBM
$222B
$2.78M 0.08%
19,721
+391
+2% +$52.8K
CRM icon
57
Salesforce
CRM
$158B
$2.74M 0.08%
16,618
+327
+2% +$57.8K
ORLY icon
58
O'Reilly Automotive
ORLY
$76.3B
$2.74M 0.08%
64,965
-375
-0.6% -$16.1K
ADP icon
59
Automatic Data Processing
ADP
$107B
$2.72M 0.08%
12,933
+255
+2% +$55.9K
QCOM icon
60
Qualcomm
QCOM
$165B
$2.71M 0.08%
21,245
+419
+2% +$56.9K
CMCSA icon
61
Comcast
CMCSA
$87.8B
$2.68M 0.07%
68,240
+1,344
+2% +$57.6K
SYK icon
62
Stryker
SYK
$129B
$2.67M 0.07%
13,416
+233
+2% +$54.7K
COP icon
63
ConocoPhillips
COP
$140B
$2.65M 0.07%
29,546
+581
+2% +$59.9K
ADI icon
64
Analog Devices
ADI
$184B
$2.6M 0.07%
17,833
+317
+2% +$49.9K
NKE icon
65
Nike
NKE
$63B
$2.6M 0.07%
25,414
+461
+2% +$54.5K
INTC icon
66
Intel
INTC
$510B
$2.59M 0.07%
69,224
+914
+1% +$39.5K
RTX icon
67
RTX Corp
RTX
$300B
$2.59M 0.07%
26,947
+532
+2% +$51.1K
LOW icon
68
Lowe's Companies
LOW
$123B
$2.58M 0.07%
14,762
+289
+2% +$55.7K
EL icon
69
Estee Lauder
EL
$31.5B
$2.58M 0.07%
10,112
+400
+4% +$101K
MDT icon
70
Medtronic
MDT
$110B
$2.58M 0.07%
28,691
+567
+2% +$57.5K
SPGI icon
71
S&P Global
SPGI
$121B
$2.56M 0.07%
7,599
+135
+2% +$48.1K
CTAS icon
72
Cintas
CTAS
$80.6B
$2.51M 0.07%
26,884
+480
+2% +$46.8K
CVS icon
73
CVS Health
CVS
$126B
$2.49M 0.07%
26,853
+529
+2% +$51.6K
EW icon
74
Edwards Lifesciences
EW
$51.3B
$2.47M 0.07%
25,960
+448
+2% +$46.4K
WMT icon
75
Walmart Inc
WMT
$894B
$2.4M 0.07%
59,085
+777
+1% +$35.8K
1 2
3
4 5

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AI
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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.