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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
CI icon
76
Cigna
CI
$74.6B
$2.09M 0.09%
7,543
-921
-11% -$259K
IBM icon
77
IBM
IBM
$224B
$2.08M 0.09%
17,538
-2,183
-11% -$286K
MDT icon
78
Medtronic
MDT
$112B
$2.06M 0.09%
25,518
-3,173
-11% -$285K
ISRG icon
79
Intuitive Surgical
ISRG
$134B
$2.04M 0.09%
10,878
-431
-4% -$92.6K
VZ icon
80
Verizon
VZ
$196B
$2.02M 0.09%
53,222
-6,673
-11% -$297K
NKE icon
81
Nike
NKE
$61.9B
$2M 0.08%
24,106
-1,308
-5% -$141K
CSCO icon
82
Cisco
CSCO
$479B
$1.99M 0.08%
49,862
-6,205
-11% -$275K
RTX icon
83
RTX Corp
RTX
$301B
$1.97M 0.08%
24,010
-2,937
-11% -$266K
AVY icon
84
Avery Dennison
AVY
$13.4B
$1.95M 0.08%
11,990
+372
+3% +$67.5K
IQV icon
85
IQVIA
IQV
$39.3B
$1.92M 0.08%
10,605
+86
+0.8% +$18.8K
WM icon
86
Waste Management
WM
$91B
$1.92M 0.08%
11,955
-1,441
-11% -$238K
MDLZ icon
87
Mondelez International
MDLZ
$79.9B
$1.86M 0.08%
33,893
-4,088
-11% -$254K
AMGN icon
88
Amgen
AMGN
$222B
$1.82M 0.08%
8,066
-986
-11% -$239K
CSGP icon
89
CoStar Group
CSGP
$12.3B
$1.82M 0.08%
26,095
-871
-3% -$60.5K
ETN icon
90
Eaton
ETN
$174B
$1.79M 0.08%
13,414
-1,638
-11% -$229K
MS icon
91
Morgan Stanley
MS
$340B
$1.78M 0.08%
22,581
-2,723
-11% -$230K
CMCSA icon
92
Comcast
CMCSA
$90B
$1.78M 0.08%
60,807
-7,433
-11% -$278K
LPLA icon
93
LPL Financial
LPLA
$28.6B
$1.78M 0.08%
8,137
+218
+3% +$46.4K
TJX icon
94
TJX Companies
TJX
$178B
$1.75M 0.07%
28,219
-3,372
-11% -$212K
ABT icon
95
Abbott
ABT
$187B
$1.75M 0.07%
18,080
-2,180
-11% -$232K
REGN icon
96
Regeneron Pharmaceuticals
REGN
$80.8B
$1.72M 0.07%
2,496
-286
-10% -$180K
AMT icon
97
American Tower
AMT
$80.4B
$1.72M 0.07%
8,004
-1,229
-13% -$316K
SO icon
98
Southern Company
SO
$107B
$1.72M 0.07%
25,258
-3,047
-11% -$231K
SHW icon
99
Sherwin-Williams
SHW
$89.8B
$1.72M 0.07%
8,387
-1,024
-11% -$243K
TGT icon
100
Target
TGT
$68B
$1.7M 0.07%
11,427
-1,379
-11% -$221K
2 3
4
5 6

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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.