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SLI

Sumitomo Life Insurance Portfolio holdings

AUM $6.12B
1-Year Est. Return 21.82%
This Fund
S&P 500
This Quarter Est. Return
+3.76%
1 Year Est. Return
+21.82%
3 Year Est. Return
+69.65%
5 Year Est. Return
+75.1%
10 Year Est. Return
+333.11%
AUM
$2.27B
AUM Growth
+$1.09B
Cap. Flow
+$1.18B
Cap. Flow %
51.92%
Top 10 Hldgs %
75.39%
Holding
266
New
10
Increased
24
Reduced
226
Closed
5

Top Buys

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.07B
2
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$159M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$35M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$20.8M
5
IFRA icon
iShares US Infrastructure ETF
IFRA
+$15.1M

Top Sells

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$144M
2
AAPL icon
Apple
AAPL
+$3.73M
3
MSFT icon
Microsoft
MSFT
+$2.54M
4
UNP icon
Union Pacific
UNP
+$1.3M
5
AMZN icon
Amazon
AMZN
+$1.26M

Sector Composition

Rank Sector Weight
1 Miscellaneous 74.05%
2 Technology 7.8%
3 Healthcare 3.71%
4 Financials 3.13%
5 Consumer Discretionary 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIS icon
76
Walt Disney
DIS
$184B
$2.37M 0.1%
26,568
-2,563
-9% -$243K
IQV icon
77
IQVIA
IQV
$44.4B
$2.36M 0.1%
10,514
+132
+1% +$26.5K
IDXX icon
78
Idexx Laboratories
IDXX
$40.2B
$2.36M 0.1%
4,692
+12
+0.3% +$5.75K
EW icon
79
Edwards Lifesciences
EW
$49.4B
$2.33M 0.1%
24,683
-178
-0.7% -$15.5K
NEE icon
80
NextEra Energy
NEE
$169B
$2.33M 0.1%
31,363
-15,195
-33% -$1.15M
CSCO icon
81
Cisco
CSCO
$434B
$2.32M 0.1%
44,816
-4,331
-9% -$213K
ADP icon
82
Automatic Data Processing
ADP
$110B
$2.27M 0.1%
10,337
-999
-9% -$215K
CMCSA icon
83
Comcast
CMCSA
$86.7B
$2.27M 0.1%
54,548
-4,622
-8% -$184K
WFC icon
84
Wells Fargo
WFC
$271B
$2.26M 0.1%
52,875
-5,147
-9% -$207K
APTV icon
85
Aptiv
APTV
$9.08B
$2.25M 0.1%
22,010
+10,610
+93% +$1.05M
DHR icon
86
Danaher
DHR
$147B
$2.24M 0.1%
10,547
-1,022
-9% -$216K
CSGP icon
87
CoStar Group
CSGP
$12.8B
$2.23M 0.1%
25,061
-438
-2% -$33.8K
BMY icon
88
Bristol-Myers Squibb
BMY
$130B
$2.23M 0.1%
34,796
-3,363
-9% -$226K
MDLZ icon
89
Mondelez International
MDLZ
$79.3B
$2.22M 0.1%
30,465
-2,583
-8% -$191K
CAT icon
90
Caterpillar
CAT
$360B
$2.18M 0.1%
8,869
-756
-8% -$169K
TJX icon
91
TJX Companies
TJX
$137B
$2.14M 0.09%
25,263
-2,150
-8% -$170K
RTX icon
92
RTX Corp
RTX
$263B
$2.11M 0.09%
21,540
-1,823
-8% -$178K
IBM icon
93
IBM
IBM
$234B
$2.11M 0.09%
15,762
-1,523
-9% -$197K
ARES icon
94
Ares Management
ARES
$29.4B
$2.08M 0.09%
21,587
+1,554
+8% +$134K
UNP icon
95
Union Pacific
UNP
$169B
$2.07M 0.09%
10,095
-6,554
-39% -$1.3M
AVY icon
96
Avery Dennison
AVY
$13B
$2.03M 0.09%
11,840
+110
+0.9% +$18.8K
QCOM icon
97
Qualcomm
QCOM
$201B
$2.02M 0.09%
16,983
-1,641
-9% -$189K
MDT icon
98
Medtronic
MDT
$120B
$2.02M 0.09%
22,927
-2,222
-9% -$191K
SHW icon
99
Sherwin-Williams
SHW
$78.5B
$2M 0.09%
7,522
-640
-8% -$151K
EL icon
100
Estee Lauder
EL
$34.8B
$1.92M 0.08%
9,785
-9
-0.1% -$1.91K
2 3
4
5 6

Similar funds

MF
Milford Funds Auckland $6.14B AUM
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Sumitomo Life Insurance's Q2 2023 Portfolio in Review

As of Q2 2023, Sumitomo Life Insurance held 266 positions worth $2.27B, up 91% from $1.19B the previous quarter. Its ten largest holdings account for 75% of the portfolio.

Sumitomo Life Insurance deployed $1.18B of net new capital in Q2 2023, opening 10 new positions and adding to 24 existing holdings. Its largest new stake was Vanguard High Dividend Yield ETF: 10,184,502 shares worth $1.07B.

By sector, the portfolio is most concentrated in Miscellaneous at 74% of assets, up from 51% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Apple, an estimated $3.73M trimmed.

  • Sumitomo Life Insurance's largest Q2 2023 buy was Vanguard High Dividend Yield ETF: 10,184,502 shares worth $1.07B.
  • Sumitomo Life Insurance added most to iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2023, an estimated $35M increase.
  • Sumitomo Life Insurance's biggest Q2 2023 reduction was Apple, cutting an estimated $3.73M.
  • Sumitomo Life Insurance fully exited iShares TIPS Bond ETF in Q2 2023, selling an estimated $144M.
  • Sumitomo Life Insurance's ten largest holdings make up 75% of its $2.27B portfolio in Q2 2023.
  • Sumitomo Life Insurance opened 10 new positions and closed 5 in Q2 2023.
  • Sumitomo Life Insurance's portfolio value rose 91% quarter-over-quarter to $2.27B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2023, filed 20 Jul 2023.