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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
+7.26%
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
$1.19B
AUM Growth
-$168M
Cap. Flow
-$221M
Cap. Flow %
-18.59%
Top 10 Hldgs %
58.57%
Holding
269
New
7
Increased
22
Reduced
207
Closed
13

Top Buys

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$117M
2
TIP icon
iShares TIPS Bond ETF
TIP
+$102M
3
VNQ icon
Vanguard Real Estate ETF
VNQ
+$35.5M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$19.6M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$17.7M

Top Sells

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$519M
2
BAC icon
Bank of America
BAC
+$1.98M
3
LAD icon
Lithia Motors
LAD
+$1.15M
4
EOG icon
EOG Resources
EOG
+$1.15M
5
LH icon
Labcorp
LH
+$1.12M

Sector Composition

Rank Sector Weight
1 Technology 13.61%
2 Healthcare 7.18%
3 Financials 6.16%
4 Consumer Discretionary 5.22%
5 Industrials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDLZ icon
76
Mondelez International
MDLZ
$79.9B
$2.3M 0.19%
33,048
-245
-0.7% -$16.2K
RTX icon
77
RTX Corp
RTX
$301B
$2.29M 0.19%
23,363
-173
-0.7% -$17K
ORLY icon
78
O'Reilly Automotive
ORLY
$76.3B
$2.28M 0.19%
40,230
-345
-0.9% -$18.9K
IBM icon
79
IBM
IBM
$224B
$2.27M 0.19%
17,285
-127
-0.7% -$17K
ORCL icon
80
Oracle
ORCL
$423B
$2.26M 0.19%
24,329
-181
-0.7% -$15.9K
TT icon
81
Trane Technologies
TT
$106B
$2.26M 0.19%
12,272
+4,307
+54% +$782K
CMCSA icon
82
Comcast
CMCSA
$90B
$2.24M 0.19%
59,170
-439
-0.7% -$16.6K
ETN icon
83
Eaton
ETN
$174B
$2.24M 0.19%
13,052
-96
-0.7% -$16K
CAT icon
84
Caterpillar
CAT
$387B
$2.2M 0.19%
9,625
-72
-0.7% -$17.4K
WFC icon
85
Wells Fargo
WFC
$264B
$2.17M 0.18%
58,022
+18,362
+46% +$800K
TJX icon
86
TJX Companies
TJX
$178B
$2.15M 0.18%
27,413
-203
-0.7% -$16K
AVY icon
87
Avery Dennison
AVY
$13.4B
$2.1M 0.18%
11,730
-66
-0.6% -$12K
PYPL icon
88
PayPal
PYPL
$50.5B
$2.1M 0.18%
27,613
-180
-0.6% -$13.9K
IQV icon
89
IQVIA
IQV
$39.3B
$2.06M 0.17%
10,382
-57
-0.5% -$12.2K
EW icon
90
Edwards Lifesciences
EW
$51.7B
$2.06M 0.17%
24,861
-145
-0.6% -$11.4K
VZ icon
91
Verizon
VZ
$196B
$2.06M 0.17%
52,854
-389
-0.7% -$15.3K
MDT icon
92
Medtronic
MDT
$112B
$2.03M 0.17%
25,149
-185
-0.7% -$15.1K
REGN icon
93
Regeneron Pharmaceuticals
REGN
$80.8B
$2.01M 0.17%
2,442
-18
-0.7% -$13.6K
INTC icon
94
Intel
INTC
$513B
$1.97M 0.17%
60,421
-449
-0.7% -$12.7K
BA icon
95
Boeing
BA
$185B
$1.96M 0.16%
9,214
-69
-0.7% -$14.3K
GILD icon
96
Gilead Sciences
GILD
$165B
$1.96M 0.16%
23,571
-176
-0.7% -$14.6K
MS icon
97
Morgan Stanley
MS
$340B
$1.93M 0.16%
21,970
-164
-0.7% -$15.3K
CI icon
98
Cigna
CI
$74.6B
$1.91M 0.16%
7,468
– –
MSCI icon
99
MSCI
MSCI
$40.9B
$1.9M 0.16%
3,400
-161
-5% -$85.2K
AMGN icon
100
Amgen
AMGN
$222B
$1.9M 0.16%
7,849
-58
-0.7% -$14.2K
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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BG
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Sumitomo Life Insurance's Q1 2023 Portfolio in Review

As of Q1 2023, Sumitomo Life Insurance held 269 positions worth $1.19B, down 12% from $1.36B the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Sumitomo Life Insurance withdrew a net $221M in Q1 2023, closing 13 positions and reducing 207 holdings. Its most notable exit was Vanguard High Dividend Yield ETF, an estimated $519M position sold in full.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 9.8% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Sumitomo Life Insurance opened a new position in Vanguard FTSE Emerging Markets ETF worth $116M.

  • Sumitomo Life Insurance's largest Q1 2023 buy was Vanguard FTSE Emerging Markets ETF: 2,864,206 shares worth $116M.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q1 2023, an estimated $102M increase.
  • Sumitomo Life Insurance's biggest Q1 2023 reduction was Bank of America, cutting an estimated $1.98M.
  • Sumitomo Life Insurance fully exited Vanguard High Dividend Yield ETF in Q1 2023, selling an estimated $519M.
  • Sumitomo Life Insurance's ten largest holdings make up 59% of its $1.19B portfolio in Q1 2023.
  • Sumitomo Life Insurance opened 7 new positions and closed 13 in Q1 2023.
  • Sumitomo Life Insurance's portfolio value fell 12% quarter-over-quarter to $1.19B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2023, filed 27 Apr 2023.