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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
-12.46%
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
$3.57B
AUM Growth
-$469M
Cap. Flow
+$133M
Cap. Flow %
3.72%
Top 10 Hldgs %
85.48%
Holding
278
New
7
Increased
239
Reduced
23
Closed
3

Top Buys

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.34B
2
TIP icon
iShares TIPS Bond ETF
TIP
+$2.37M
3
CVX icon
Chevron
CVX
+$931K
4
AAPL icon
Apple
AAPL
+$885K
5
WWE
World Wrestling Entertainment
WWE
+$877K

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.17B
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$45.1M
3
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$7.74M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.75M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.94M

Sector Composition

Rank Sector Weight
1 Technology 4.32%
2 Healthcare 2.57%
3 Financials 2.24%
4 Consumer Discretionary 1.71%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CB icon
101
Chubb
CB
$137B
$1.9M 0.05%
9,652
+434
+5% +$89.4K
ETN icon
102
Eaton
ETN
$174B
$1.9M 0.05%
15,052
+296
+2% +$41.4K
AVY icon
103
Avery Dennison
AVY
$13.2B
$1.88M 0.05%
11,618
+172
+2% +$29.4K
TGT icon
104
Target
TGT
$66.8B
$1.81M 0.05%
12,806
+253
+2% +$48.5K
CCI icon
105
Crown Castle
CCI
$32.7B
$1.8M 0.05%
10,666
+196
+2% +$35.7K
CCK icon
106
Crown Holdings
CCK
$13.2B
$1.79M 0.05%
19,438
+327
+2% +$35K
WFC icon
107
Wells Fargo
WFC
$265B
$1.78M 0.05%
45,336
+828
+2% +$36.3K
TJX icon
108
TJX Companies
TJX
$179B
$1.76M 0.05%
31,591
+578
+2% +$35K
PSA icon
109
Public Storage
PSA
$61.1B
$1.75M 0.05%
5,594
+57
+1% +$19.7K
BLK icon
110
Blackrock
BLK
$175B
$1.73M 0.05%
2,847
+26
+0.9% +$16.9K
CHTR icon
111
Charter Communications
CHTR
$18.8B
$1.73M 0.05%
3,691
+49
+1% +$23.9K
ANSS
112
DELISTED
Ansys
ANSS
$1.73M 0.05%
7,223
+114
+2% +$30.2K
NUE icon
113
Nucor
NUE
$61.9B
$1.71M 0.05%
16,364
+321
+2% +$43.4K
PRU icon
114
Prudential Financial
PRU
$41.9B
$1.69M 0.05%
17,670
– –
IDXX icon
115
Idexx Laboratories
IDXX
$46.5B
$1.69M 0.05%
4,804
+65
+1% +$26.5K
FIS icon
116
Fidelity National Information Services
FIS
$22.1B
$1.68M 0.05%
18,270
+335
+2% +$33.3K
TMUS icon
117
T-Mobile US
TMUS
$193B
$1.67M 0.05%
12,444
+197
+2% +$25.7K
BKNG icon
118
Booking.com
BKNG
$156B
$1.67M 0.05%
23,875
+3,150
+15% +$269K
ELV icon
119
Elevance Health
ELV
$84.9B
$1.67M 0.05%
3,460
+76
+2% +$37.6K
T icon
120
AT&T
T
$162B
$1.67M 0.05%
79,650
-27,864
-26% -$556K
SBUX icon
121
Starbucks
SBUX
$120B
$1.67M 0.05%
21,818
-11,103
-34% -$853K
GILD icon
122
Gilead Sciences
GILD
$162B
$1.67M 0.05%
26,940
+458
+2% +$28.4K
REGN icon
123
Regeneron Pharmaceuticals
REGN
$79.5B
$1.65M 0.05%
2,782
+21
+0.8% +$13.7K
GS icon
124
Goldman Sachs
GS
$301B
$1.64M 0.05%
5,513
+56
+1% +$17.4K
CSGP icon
125
CoStar Group
CSGP
$12B
$1.63M 0.05%
26,966
+759
+3% +$46K
3 4
5
6 7

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AI
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NCM
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DT
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IWM
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CW
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BG
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IUHSA
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Sumitomo Life Insurance's Q2 2022 Portfolio in Review

As of Q2 2022, Sumitomo Life Insurance held 278 positions worth $3.57B, down 12% from $4.04B the previous quarter. Its ten largest holdings account for 85% of the portfolio.

Sumitomo Life Insurance deployed $133M of net new capital in Q2 2022, opening 7 new positions and adding to 239 existing holdings. Its largest new stake was Vanguard High Dividend Yield ETF: 12,382,658 shares worth $1.26B.

By sector, the portfolio is most concentrated in Technology at 4.3% of assets, down from 4.8% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was iShares Core S&P 500 ETF, an estimated $1.17B trimmed.

  • Sumitomo Life Insurance's largest Q2 2022 buy was Vanguard High Dividend Yield ETF: 12,382,658 shares worth $1.26B.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q2 2022, an estimated $2.37M increase.
  • Sumitomo Life Insurance's biggest Q2 2022 reduction was iShares Core S&P 500 ETF, cutting an estimated $1.17B.
  • Sumitomo Life Insurance fully exited Vanguard Real Estate ETF in Q2 2022, selling an estimated $45.1M.
  • Sumitomo Life Insurance's ten largest holdings make up 85% of its $3.57B portfolio in Q2 2022.
  • Sumitomo Life Insurance opened 7 new positions and closed 3 in Q2 2022.
  • Sumitomo Life Insurance's portfolio value fell 12% quarter-over-quarter to $3.57B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2022, filed 22 Jul 2022.