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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
+10.2%
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
$1.36B
AUM Growth
-$1B
Cap. Flow
-$1.21B
Cap. Flow %
-89.01%
Top 10 Hldgs %
65.62%
Holding
267
New
1
Increased
7
Reduced
251
Closed
5

Top Buys

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$8.71M
2
DDOG icon
Datadog
DDOG
+$1.22M
3
GTM
ZoomInfo Technologies
GTM
+$232K
4
GTLS
Chart Industries
GTLS
+$169K
5
ARES icon
Ares Management
ARES
+$98.1K

Top Sells

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$807M
2
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$257M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$80.7M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$22.3M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$21.4M

Sector Composition

Rank Sector Weight
1 Technology 9.84%
2 Healthcare 6.56%
3 Financials 5.75%
4 Consumer Discretionary 3.93%
5 Industrials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IQV icon
76
IQVIA
IQV
$39.3B
$2.14M 0.16%
10,439
-166
-2% -$33.7K
AVY icon
77
Avery Dennison
AVY
$13.4B
$2.13M 0.16%
11,796
-194
-2% -$34.6K
DG icon
78
Dollar General
DG
$27.9B
$2.12M 0.16%
8,600
-167
-2% -$41.3K
VZ icon
79
Verizon
VZ
$196B
$2.1M 0.15%
53,243
+21
+0% +$791
CMCSA icon
80
Comcast
CMCSA
$90B
$2.08M 0.15%
59,609
-1,198
-2% -$39.6K
AMGN icon
81
Amgen
AMGN
$222B
$2.08M 0.15%
7,907
-159
-2% -$42.6K
ETN icon
82
Eaton
ETN
$174B
$2.06M 0.15%
13,148
-266
-2% -$40.8K
QCOM icon
83
Qualcomm
QCOM
$176B
$2.06M 0.15%
18,759
-135
-0.7% -$15.8K
GILD icon
84
Gilead Sciences
GILD
$165B
$2.04M 0.15%
23,747
-331
-1% -$26.2K
FTNT icon
85
Fortinet
FTNT
$117B
$2.02M 0.15%
41,258
-3,140
-7% -$164K
ORCL icon
86
Oracle
ORCL
$423B
$2M 0.15%
24,510
-535
-2% -$40.7K
CSGP icon
87
CoStar Group
CSGP
$12.3B
$1.98M 0.15%
25,654
-441
-2% -$34.5K
PYPL icon
88
PayPal
PYPL
$50.5B
$1.98M 0.15%
27,793
-177
-0.6% -$14.2K
MDT icon
89
Medtronic
MDT
$112B
$1.97M 0.15%
25,334
-184
-0.7% -$14.9K
SHW icon
90
Sherwin-Williams
SHW
$89.8B
$1.95M 0.14%
8,222
-165
-2% -$38.2K
CRM icon
91
Salesforce
CRM
$158B
$1.95M 0.14%
14,674
-105
-0.7% -$15.3K
ABT icon
92
Abbott
ABT
$187B
$1.94M 0.14%
17,698
-382
-2% -$39.6K
ROK icon
93
Rockwell Automation
ROK
$49B
$1.93M 0.14%
7,490
-94
-1% -$23.6K
IDXX icon
94
Idexx Laboratories
IDXX
$46.2B
$1.92M 0.14%
4,706
-74
-2% -$28.7K
SBUX icon
95
Starbucks
SBUX
$120B
$1.9M 0.14%
19,150
-392
-2% -$37K
ENPH icon
96
Enphase Energy
ENPH
$5.53B
$1.9M 0.14%
7,154
-2,996
-30% -$872K
NUE icon
97
Nucor
NUE
$62.1B
$1.88M 0.14%
14,295
-288
-2% -$39.1K
MS icon
98
Morgan Stanley
MS
$340B
$1.88M 0.14%
22,134
-447
-2% -$38.1K
EW icon
99
Edwards Lifesciences
EW
$51.7B
$1.87M 0.14%
25,006
-402
-2% -$31K
CSX icon
100
CSX Corp
CSX
$93.1B
$1.86M 0.14%
60,146
-1,214
-2% -$36.5K
2 3
4
5 6

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Sumitomo Life Insurance's Q4 2022 Portfolio in Review

As of Q4 2022, Sumitomo Life Insurance held 267 positions worth $1.36B, down 43% from $2.36B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Sumitomo Life Insurance withdrew a net $1.21B in Q4 2022, closing 5 positions and reducing 251 holdings. Its most notable exit was iShares MSCI All Country Asia ex Japan ETF, an estimated $257M position sold in full.

By sector, the portfolio is most concentrated in Technology at 9.8% of assets, up from 5.6% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Sumitomo Life Insurance opened a new position in Datadog worth $1.15M.

  • Sumitomo Life Insurance's largest Q4 2022 buy was Datadog: 15,621 shares worth $1.15M.
  • Sumitomo Life Insurance added most to iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2022, an estimated $8.71M increase.
  • Sumitomo Life Insurance's biggest Q4 2022 reduction was Vanguard High Dividend Yield ETF, cutting an estimated $807M.
  • Sumitomo Life Insurance fully exited iShares MSCI All Country Asia ex Japan ETF in Q4 2022, selling an estimated $257M.
  • Sumitomo Life Insurance's ten largest holdings make up 66% of its $1.36B portfolio in Q4 2022.
  • Sumitomo Life Insurance opened 1 new position and closed 5 in Q4 2022.
  • Sumitomo Life Insurance's portfolio value fell 43% quarter-over-quarter to $1.36B.

Based on Sumitomo Life Insurance's 13F filing for Q4 2022, filed 18 Jan 2023.