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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
+7.26%
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
$1.19B
AUM Growth
-$168M
Cap. Flow
-$221M
Cap. Flow %
-18.59%
Top 10 Hldgs %
58.57%
Holding
269
New
7
Increased
22
Reduced
207
Closed
13

Top Buys

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$117M
2
TIP icon
iShares TIPS Bond ETF
TIP
+$102M
3
VNQ icon
Vanguard Real Estate ETF
VNQ
+$35.5M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$19.6M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$17.7M

Top Sells

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$519M
2
BAC icon
Bank of America
BAC
+$1.98M
3
LAD icon
Lithia Motors
LAD
+$1.15M
4
EOG icon
EOG Resources
EOG
+$1.15M
5
LH icon
Labcorp
LH
+$1.12M

Sector Composition

Rank Sector Weight
1 Technology 13.61%
2 Healthcare 7.18%
3 Financials 6.16%
4 Consumer Discretionary 5.22%
5 Industrials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CTAS icon
51
Cintas
CTAS
$81.3B
$2.96M 0.25%
25,592
-152
-0.6% -$16.8K
ROK icon
52
Rockwell Automation
ROK
$49B
$2.93M 0.25%
9,996
+2,506
+33% +$713K
NOW icon
53
ServiceNow
NOW
$129B
$2.93M 0.25%
31,515
-180
-0.6% -$15.7K
DIS icon
54
Walt Disney
DIS
$181B
$2.92M 0.25%
29,131
-214
-0.7% -$21.6K
PFE icon
55
Pfizer
PFE
$153B
$2.92M 0.25%
71,495
-525
-0.7% -$22.7K
CRM icon
56
Salesforce
CRM
$158B
$2.91M 0.24%
14,567
-107
-0.7% -$18.1K
FTNT icon
57
Fortinet
FTNT
$117B
$2.73M 0.23%
41,063
-195
-0.5% -$11.1K
ZTS icon
58
Zoetis
ZTS
$30B
$2.73M 0.23%
16,370
-98
-0.6% -$16.1K
ISRG icon
59
Intuitive Surgical
ISRG
$134B
$2.72M 0.23%
10,634
-64
-0.6% -$15.8K
BMY icon
60
Bristol-Myers Squibb
BMY
$132B
$2.65M 0.22%
38,159
-280
-0.7% -$19.7K
ABNB icon
61
Airbnb
ABNB
$107B
$2.63M 0.22%
21,100
+9,075
+75% +$1.04M
LULU icon
62
lululemon athletica
LULU
$14.6B
$2.59M 0.22%
7,117
+1,744
+32% +$547K
LOW icon
63
Lowe's Companies
LOW
$125B
$2.59M 0.22%
12,942
-95
-0.7% -$19.3K
DHR icon
64
Danaher
DHR
$144B
$2.58M 0.22%
11,569
-83
-0.7% -$18.9K
CSCO icon
65
Cisco
CSCO
$479B
$2.57M 0.22%
49,147
-361
-0.7% -$17.6K
WMT icon
66
Walmart Inc
WMT
$890B
$2.56M 0.22%
52,137
-384
-0.7% -$18.2K
AMD icon
67
Advanced Micro Devices
AMD
$789B
$2.54M 0.21%
25,963
-192
-0.7% -$15.6K
ADP icon
68
Automatic Data Processing
ADP
$108B
$2.52M 0.21%
11,336
-83
-0.7% -$18.7K
MRSH
69
Marsh
MRSH
$91.5B
$2.49M 0.21%
14,936
-141
-0.9% -$23.5K
SPGI icon
70
S&P Global
SPGI
$120B
$2.47M 0.21%
7,160
-43
-0.6% -$15.1K
ANSS
71
DELISTED
Ansys
ANSS
$2.42M 0.2%
7,282
-52
-0.7% -$14.7K
EL icon
72
Estee Lauder
EL
$32B
$2.41M 0.2%
9,794
-56
-0.6% -$14.2K
KEYS icon
73
Keysight
KEYS
$58.3B
$2.41M 0.2%
14,938
-83
-0.6% -$14.1K
QCOM icon
74
Qualcomm
QCOM
$176B
$2.38M 0.2%
18,624
-135
-0.7% -$16.8K
IDXX icon
75
Idexx Laboratories
IDXX
$46.2B
$2.34M 0.2%
4,680
-26
-0.6% -$12.4K
1 2
3
4 5

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Sumitomo Life Insurance's Q1 2023 Portfolio in Review

As of Q1 2023, Sumitomo Life Insurance held 269 positions worth $1.19B, down 12% from $1.36B the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Sumitomo Life Insurance withdrew a net $221M in Q1 2023, closing 13 positions and reducing 207 holdings. Its most notable exit was Vanguard High Dividend Yield ETF, an estimated $519M position sold in full.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 9.8% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Sumitomo Life Insurance opened a new position in Vanguard FTSE Emerging Markets ETF worth $116M.

  • Sumitomo Life Insurance's largest Q1 2023 buy was Vanguard FTSE Emerging Markets ETF: 2,864,206 shares worth $116M.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q1 2023, an estimated $102M increase.
  • Sumitomo Life Insurance's biggest Q1 2023 reduction was Bank of America, cutting an estimated $1.98M.
  • Sumitomo Life Insurance fully exited Vanguard High Dividend Yield ETF in Q1 2023, selling an estimated $519M.
  • Sumitomo Life Insurance's ten largest holdings make up 59% of its $1.19B portfolio in Q1 2023.
  • Sumitomo Life Insurance opened 7 new positions and closed 13 in Q1 2023.
  • Sumitomo Life Insurance's portfolio value fell 12% quarter-over-quarter to $1.19B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2023, filed 27 Apr 2023.