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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
CSCO icon
76
Cisco
CSCO
$476B
$2.39M 0.07%
56,067
+1,104
+2% +$52.8K
FTNT icon
77
Fortinet
FTNT
$117B
$2.37M 0.07%
41,860
+1,400
+3% +$83.1K
AMT icon
78
American Tower
AMT
$79.8B
$2.36M 0.07%
9,233
+427
+5% +$107K
MDLZ icon
79
Mondelez International
MDLZ
$80.1B
$2.36M 0.07%
37,981
+9,044
+31% +$571K
AMD icon
80
Advanced Micro Devices
AMD
$798B
$2.29M 0.06%
29,920
+283
+1% +$26.5K
IQV icon
81
IQVIA
IQV
$38.3B
$2.28M 0.06%
10,519
+161
+2% +$35K
ISRG icon
82
Intuitive Surgical
ISRG
$132B
$2.27M 0.06%
11,309
+201
+2% +$47.2K
CI icon
83
Cigna
CI
$72.7B
$2.23M 0.06%
8,464
+168
+2% +$43.3K
AMGN icon
84
Amgen
AMGN
$219B
$2.2M 0.06%
9,052
+178
+2% +$43.6K
ABT icon
85
Abbott
ABT
$187B
$2.2M 0.06%
20,260
+400
+2% +$45.4K
SHW icon
86
Sherwin-Williams
SHW
$88.2B
$2.11M 0.06%
9,411
-415
-4% -$106K
DE icon
87
Deere & Co
DE
$166B
$2.11M 0.06%
7,032
+128
+2% +$47.1K
KEYS icon
88
Keysight
KEYS
$57.6B
$2.1M 0.06%
15,252
+154
+1% +$21.9K
PYPL icon
89
PayPal
PYPL
$51.1B
$2.09M 0.06%
29,903
+551
+2% +$47.8K
SCHW
90
Charles Schwab
SCHW
$187B
$2.08M 0.06%
32,971
+567
+2% +$39.1K
C icon
91
Citigroup
C
$224B
$2.05M 0.06%
44,664
+878
+2% +$43.9K
WM icon
92
Waste Management
WM
$91.5B
$2.05M 0.06%
13,396
+264
+2% +$41.4K
CME icon
93
CME Group
CME
$95B
$2.02M 0.06%
9,878
+194
+2% +$41.1K
SO icon
94
Southern Company
SO
$107B
$2.02M 0.06%
28,305
+557
+2% +$40.9K
CSX icon
95
CSX Corp
CSX
$93.9B
$2M 0.06%
68,857
+1,358
+2% +$44.3K
PM icon
96
Philip Morris
PM
$293B
$1.99M 0.06%
20,139
+368
+2% +$37.5K
CAT icon
97
Caterpillar
CAT
$395B
$1.98M 0.06%
11,101
+219
+2% +$46.2K
ORCL icon
98
Oracle
ORCL
$413B
$1.96M 0.05%
28,020
+515
+2% +$37.7K
ENPH icon
99
Enphase Energy
ENPH
$5.24B
$1.94M 0.05%
9,911
+127
+1% +$23K
MS icon
100
Morgan Stanley
MS
$336B
$1.93M 0.05%
25,304
+464
+2% +$38K
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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IUHSA
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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.