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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
-4.71%
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
$4.04B
AUM Growth
-$160M
Cap. Flow
+$46.5M
Cap. Flow %
1.15%
Top 10 Hldgs %
85.02%
Holding
276
New
3
Increased
12
Reduced
251
Closed
5

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$169M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$89.4M
3
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.17M
4
AMD icon
Advanced Micro Devices
AMD
+$2M
5
JPM icon
JPMorgan Chase
JPM
+$1.69M

Top Sells

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$142M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$23M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$13.9M
5
XLNX
Xilinx Inc
XLNX
+$2.1M

Sector Composition

Rank Sector Weight
1 Technology 4.76%
2 Healthcare 2.41%
3 Financials 2.37%
4 Consumer Discretionary 2.02%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MS icon
101
Morgan Stanley
MS
$340B
$2.17M 0.05%
24,840
-397
-2% -$38.3K
PSA icon
102
Public Storage
PSA
$61.3B
$2.16M 0.05%
5,537
-97
-2% -$35.2K
WFC icon
103
Wells Fargo
WFC
$264B
$2.16M 0.05%
44,508
-764
-2% -$40.9K
BLK icon
104
Blackrock
BLK
$176B
$2.16M 0.05%
2,821
-39
-1% -$30.5K
AMGN icon
105
Amgen
AMGN
$222B
$2.15M 0.05%
8,874
-165
-2% -$37.9K
SIVB
106
DELISTED
SVB Financial Group
SIVB
$2.11M 0.05%
3,771
+166
+5% +$101K
PRU icon
107
Prudential Financial
PRU
$41.8B
$2.09M 0.05%
17,670
– –
WM icon
108
Waste Management
WM
$91B
$2.08M 0.05%
13,132
-201
-2% -$30.5K
MTCH icon
109
Match Group
MTCH
$8.55B
$2.06M 0.05%
18,948
+487
+3% +$53.8K
ROK icon
110
Rockwell Automation
ROK
$49B
$2.03M 0.05%
7,246
-143
-2% -$41.1K
ENTG icon
111
Entegris
ENTG
$23.2B
$2.03M 0.05%
15,449
-1,407
-8% -$181K
SO icon
112
Southern Company
SO
$107B
$2.01M 0.05%
27,748
-485
-2% -$32.8K
BA icon
113
Boeing
BA
$185B
$2M 0.05%
10,425
-159
-2% -$31.9K
AVY icon
114
Avery Dennison
AVY
$13.4B
$1.99M 0.05%
11,446
-145
-1% -$27K
CI icon
115
Cigna
CI
$74.6B
$1.99M 0.05%
8,296
-150
-2% -$35.1K
CHTR icon
116
Charter Communications
CHTR
$18.2B
$1.99M 0.05%
3,642
-59
-2% -$34.6K
ENPH icon
117
Enphase Energy
ENPH
$5.53B
$1.97M 0.05%
9,784
+235
+2% +$36.9K
TW icon
118
Tradeweb Markets
TW
$21.6B
$1.97M 0.05%
22,454
-267
-1% -$23.2K
CB icon
119
Chubb
CB
$135B
$1.97M 0.05%
9,218
-160
-2% -$32.5K
LULU icon
120
lululemon athletica
LULU
$14.6B
$1.97M 0.05%
5,387
-105
-2% -$34.2K
BSX icon
121
Boston Scientific
BSX
$71.5B
$1.96M 0.05%
44,285
-793
-2% -$34.4K
BKNG icon
122
Booking.com
BKNG
$161B
$1.95M 0.05%
20,725
-350
-2% -$32.7K
HCA icon
123
HCA Healthcare
HCA
$89.5B
$1.95M 0.05%
7,764
-127
-2% -$31.9K
CCI icon
124
Crown Castle
CCI
$32.2B
$1.93M 0.05%
10,470
-195
-2% -$34.7K
REGN icon
125
Regeneron Pharmaceuticals
REGN
$80.8B
$1.93M 0.05%
2,761
-40
-1% -$25.3K
3 4
5
6 7

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AI
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IWM
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Sumitomo Life Insurance's Q1 2022 Portfolio in Review

As of Q1 2022, Sumitomo Life Insurance held 276 positions worth $4.04B, down 3.8% from $4.2B the previous quarter. Its ten largest holdings account for 85% of the portfolio.

Trading was light in Q1 2022: portfolio turnover was 2.9%. Sumitomo Life Insurance opened 3 new positions and exited 5, leaving the 276-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 4.8% of assets, down from 5.1% a quarter earlier, followed by Healthcare and Financials.

  • Sumitomo Life Insurance's largest Q1 2022 buy was State Street SPDR S&P 500 ETF Trust: 380,000 shares worth $172M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q1 2022, an estimated $89.4M increase.
  • Sumitomo Life Insurance's biggest Q1 2022 reduction was iShares TIPS Bond ETF, cutting an estimated $142M.
  • Sumitomo Life Insurance fully exited Xilinx Inc in Q1 2022, selling an estimated $2.1M.
  • Sumitomo Life Insurance's ten largest holdings make up 85% of its $4.04B portfolio in Q1 2022.
  • Sumitomo Life Insurance opened 3 new positions and closed 5 in Q1 2022.
  • Sumitomo Life Insurance's portfolio value fell 3.8% quarter-over-quarter to $4.04B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2022, filed 27 Apr 2022.