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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
-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
DE icon
76
Deere & Co
DE
$168B
$2.87M 0.07%
6,904
+409
+6% +$157K
CTAS icon
77
Cintas
CTAS
$81.3B
$2.81M 0.07%
26,404
-408
-2% -$39.7K
FTNT icon
78
Fortinet
FTNT
$117B
$2.77M 0.07%
40,460
+845
+2% +$52.5K
DG icon
79
Dollar General
DG
$27.9B
$2.75M 0.07%
12,328
-192
-2% -$40.8K
SCHW
80
Charles Schwab
SCHW
$187B
$2.73M 0.07%
32,404
-518
-2% -$45.6K
CVS icon
81
CVS Health
CVS
$122B
$2.66M 0.07%
26,324
-421
-2% -$44.2K
TGT icon
82
Target
TGT
$68B
$2.66M 0.07%
12,553
-201
-2% -$43.5K
EL icon
83
Estee Lauder
EL
$32B
$2.65M 0.07%
9,712
-132
-1% -$39.7K
RTX icon
84
RTX Corp
RTX
$301B
$2.62M 0.06%
26,415
-423
-2% -$40.1K
IDXX icon
85
Idexx Laboratories
IDXX
$46.2B
$2.59M 0.06%
4,739
-114
-2% -$60K
CSX icon
86
CSX Corp
CSX
$93.1B
$2.53M 0.06%
67,499
-1,004
-1% -$35.5K
IBM icon
87
IBM
IBM
$224B
$2.51M 0.06%
19,330
-845
-4% -$110K
SHW icon
88
Sherwin-Williams
SHW
$89.8B
$2.45M 0.06%
9,826
-143
-1% -$39.5K
CAT icon
89
Caterpillar
CAT
$387B
$2.42M 0.06%
10,882
-174
-2% -$36.5K
IQV icon
90
IQVIA
IQV
$39.3B
$2.4M 0.06%
10,358
-132
-1% -$31.3K
CCK icon
91
Crown Holdings
CCK
$13.1B
$2.39M 0.06%
19,111
-949
-5% -$112K
KEYS icon
92
Keysight
KEYS
$58.3B
$2.38M 0.06%
15,098
-196
-1% -$32.6K
NUE icon
93
Nucor
NUE
$62.1B
$2.38M 0.06%
16,043
-281
-2% -$34.5K
ABT icon
94
Abbott
ABT
$187B
$2.35M 0.06%
19,860
-11,509
-37% -$1.43M
C icon
95
Citigroup
C
$226B
$2.34M 0.06%
43,786
-700
-2% -$43.2K
CME icon
96
CME Group
CME
$94.8B
$2.3M 0.06%
9,684
-156
-2% -$36.6K
ORCL icon
97
Oracle
ORCL
$423B
$2.27M 0.06%
27,505
-441
-2% -$35.7K
ANSS
98
DELISTED
Ansys
ANSS
$2.26M 0.06%
7,109
-88
-1% -$28.7K
ETN icon
99
Eaton
ETN
$174B
$2.24M 0.06%
14,756
-236
-2% -$36.9K
AMT icon
100
American Tower
AMT
$80.4B
$2.21M 0.05%
8,806
-143
-2% -$34.9K
2 3
4
5 6

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AI
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NCM
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DT
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IWM
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CW
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BG
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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.