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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
DIS icon
51
Walt Disney
DIS
$181B
$2.79M 0.12%
29,628
-3,605
-11% -$386K
BMY icon
52
Bristol-Myers Squibb
BMY
$132B
$2.76M 0.12%
38,788
-4,742
-11% -$344K
COP icon
53
ConocoPhillips
COP
$141B
$2.69M 0.11%
26,331
-3,215
-11% -$321K
DHR icon
54
Danaher
DHR
$144B
$2.69M 0.11%
11,759
-1,439
-11% -$352K
SYK icon
55
Stryker
SYK
$130B
$2.66M 0.11%
13,111
-305
-2% -$64.2K
ADP icon
56
Automatic Data Processing
ADP
$108B
$2.61M 0.11%
11,528
-1,405
-11% -$331K
CTAS icon
57
Cintas
CTAS
$81.3B
$2.52M 0.11%
25,944
-940
-3% -$96K
LOW icon
58
Lowe's Companies
LOW
$125B
$2.47M 0.1%
13,144
-1,618
-11% -$315K
ZTS icon
59
Zoetis
ZTS
$30.5B
$2.46M 0.1%
16,590
-535
-3% -$89.4K
NOW icon
60
ServiceNow
NOW
$129B
$2.43M 0.1%
32,160
-610
-2% -$54.9K
PYPL icon
61
PayPal
PYPL
$50.5B
$2.41M 0.1%
27,970
-1,933
-6% -$171K
KEYS icon
62
Keysight
KEYS
$58.3B
$2.39M 0.1%
15,188
-64
-0.4% -$10.2K
ADI icon
63
Analog Devices
ADI
$190B
$2.38M 0.1%
17,100
-733
-4% -$116K
CVS icon
64
CVS Health
CVS
$122B
$2.28M 0.1%
23,928
-2,925
-11% -$290K
WMT icon
65
Walmart Inc
WMT
$890B
$2.27M 0.1%
52,506
-6,579
-11% -$288K
SPGI icon
66
S&P Global
SPGI
$120B
$2.24M 0.09%
7,323
-276
-4% -$98.7K
DE icon
67
Deere & Co
DE
$168B
$2.21M 0.09%
6,626
-406
-6% -$139K
FTNT icon
68
Fortinet
FTNT
$117B
$2.18M 0.09%
44,398
+2,538
+6% +$137K
EL icon
69
Estee Lauder
EL
$32B
$2.16M 0.09%
10,003
-109
-1% -$27.8K
QCOM icon
70
Qualcomm
QCOM
$176B
$2.13M 0.09%
18,894
-2,351
-11% -$323K
BKNG icon
71
Booking.com
BKNG
$161B
$2.13M 0.09%
32,350
+8,475
+35% +$637K
CRM icon
72
Salesforce
CRM
$158B
$2.13M 0.09%
14,779
-1,839
-11% -$312K
SCHW
73
Charles Schwab
SCHW
$187B
$2.12M 0.09%
29,452
-3,519
-11% -$244K
DG icon
74
Dollar General
DG
$27.9B
$2.1M 0.09%
8,767
-3,468
-28% -$856K
EW icon
75
Edwards Lifesciences
EW
$51.7B
$2.1M 0.09%
25,408
-552
-2% -$53.1K
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.