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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
TXN icon
51
Texas Instruments
TXN
$241B
$3.43M 0.15%
19,063
-1,842
-9% -$317K
BKNG icon
52
Booking.com
BKNG
$129B
$3.38M 0.15%
31,300
-1,050
-3% -$111K
ROK icon
53
Rockwell Automation
ROK
$46.3B
$3.27M 0.14%
9,913
-83
-0.8% -$24K
COP icon
54
ConocoPhillips
COP
$170B
$3.25M 0.14%
31,371
-2,519
-7% -$259K
FTNT icon
55
Fortinet
FTNT
$126B
$3.24M 0.14%
42,918
+1,855
+5% +$126K
EOG icon
56
EOG Resources
EOG
$80.6B
$3.22M 0.14%
28,172
-732
-3% -$83.6K
ADI icon
57
Analog Devices
ADI
$175B
$3.2M 0.14%
16,401
-494
-3% -$91.5K
UPS icon
58
United Parcel Service
UPS
$87.1B
$3.17M 0.14%
17,687
-844
-5% -$150K
CTAS icon
59
Cintas
CTAS
$79.6B
$3.1M 0.14%
24,928
-664
-3% -$77.9K
ETN icon
60
Eaton
ETN
$152B
$2.99M 0.13%
14,888
+1,836
+14% +$323K
KO icon
61
Coca-Cola
KO
$382B
$2.93M 0.13%
48,583
-4,697
-9% -$292K
BAC icon
62
Bank of America
BAC
$416B
$2.86M 0.13%
99,688
-8,063
-7% -$230K
SPGI icon
63
S&P Global
SPGI
$122B
$2.82M 0.12%
7,028
-132
-2% -$48.2K
CRM icon
64
Salesforce
CRM
$210B
$2.81M 0.12%
13,285
-1,282
-9% -$262K
ZTS icon
65
Zoetis
ZTS
$30.3B
$2.75M 0.12%
15,994
-376
-2% -$65K
VRTX icon
66
Vertex Pharmaceuticals
VRTX
$130B
$2.74M 0.12%
7,787
+2,814
+57% +$948K
MRSH
67
Marsh
MRSH
$85.8B
$2.73M 0.12%
14,517
-419
-3% -$74.4K
AMD icon
68
Advanced Micro Devices
AMD
$823B
$2.73M 0.12%
23,934
-2,029
-8% -$211K
LULU icon
69
lululemon athletica
LULU
$10.9B
$2.65M 0.12%
7,011
-106
-1% -$39.1K
ABNB icon
70
Airbnb
ABNB
$99.2B
$2.62M 0.12%
20,466
-634
-3% -$74.2K
KEYS icon
71
Keysight
KEYS
$53.3B
$2.51M 0.11%
14,996
+58
+0.4% +$9K
WMT icon
72
Walmart Inc
WMT
$858B
$2.49M 0.11%
47,535
-4,602
-9% -$232K
ANSS
73
DELISTED
Ansys
ANSS
$2.48M 0.11%
7,500
+218
+3% +$69.1K
TT icon
74
Trane Technologies
TT
$93B
$2.42M 0.11%
12,652
+380
+3% +$67.4K
PFE icon
75
Pfizer
PFE
$157B
$2.39M 0.11%
65,198
-6,297
-9% -$245K
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.