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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
-6.95%
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
$2.36B
AUM Growth
-$1.21B
Cap. Flow
-$1.03B
Cap. Flow %
-43.58%
Top 10 Hldgs %
80.44%
Holding
280
New
5
Increased
27
Reduced
228
Closed
14

Top Buys

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$44.9M
2
TIP icon
iShares TIPS Bond ETF
TIP
+$25.8M
3
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$15M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.28M
5
ABNB icon
Airbnb
ABNB
+$1.35M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.07B
2
AAPL icon
Apple
AAPL
+$5.96M
3
MSFT icon
Microsoft
MSFT
+$2.89M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.48M
5
AMZN icon
Amazon
AMZN
+$1.44M

Sector Composition

Rank Sector Weight
1 Technology 5.63%
2 Healthcare 3.4%
3 Financials 3.03%
4 Consumer Discretionary 2.54%
5 Communication Services 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMD icon
101
Advanced Micro Devices
AMD
$789B
$1.69M 0.07%
26,607
-3,313
-11% -$282K
C icon
102
Citigroup
C
$226B
$1.66M 0.07%
39,799
-4,865
-11% -$240K
ANSS
103
DELISTED
Ansys
ANSS
$1.65M 0.07%
7,428
+205
+3% +$52.4K
SBUX icon
104
Starbucks
SBUX
$120B
$1.65M 0.07%
19,542
-2,276
-10% -$193K
CSX icon
105
CSX Corp
CSX
$93.1B
$1.64M 0.07%
61,360
-7,497
-11% -$233K
ROK icon
106
Rockwell Automation
ROK
$49B
$1.63M 0.07%
7,584
+276
+4% +$64.4K
WFC icon
107
Wells Fargo
WFC
$264B
$1.63M 0.07%
40,527
-4,809
-11% -$207K
CAT icon
108
Caterpillar
CAT
$387B
$1.63M 0.07%
9,908
-1,193
-11% -$218K
MSCI icon
109
MSCI
MSCI
$40.9B
$1.6M 0.07%
3,801
+156
+4% +$71.4K
INTC icon
110
Intel
INTC
$513B
$1.59M 0.07%
61,633
-7,591
-11% -$259K
CME icon
111
CME Group
CME
$94.8B
$1.56M 0.07%
8,816
-1,062
-11% -$210K
NUE icon
112
Nucor
NUE
$62.1B
$1.56M 0.07%
14,583
-1,781
-11% -$223K
ELV icon
113
Elevance Health
ELV
$85.5B
$1.56M 0.07%
3,431
-29
-0.8% -$13.9K
IDXX icon
114
Idexx Laboratories
IDXX
$46.2B
$1.56M 0.07%
4,780
-24
-0.5% -$8.82K
LULU icon
115
lululemon athletica
LULU
$14.6B
$1.55M 0.07%
5,547
+87
+2% +$27K
ORCL icon
116
Oracle
ORCL
$423B
$1.53M 0.06%
25,045
-2,975
-11% -$218K
CB icon
117
Chubb
CB
$135B
$1.53M 0.06%
8,391
-1,261
-13% -$239K
PRU icon
118
Prudential Financial
PRU
$41.8B
$1.52M 0.06%
17,670
– –
CCK icon
119
Crown Holdings
CCK
$13.1B
$1.5M 0.06%
18,537
-901
-5% -$84K
PM icon
120
Philip Morris
PM
$295B
$1.49M 0.06%
17,992
-2,147
-11% -$205K
TMUS icon
121
T-Mobile US
TMUS
$190B
$1.49M 0.06%
11,106
-1,338
-11% -$188K
GILD icon
122
Gilead Sciences
GILD
$165B
$1.49M 0.06%
24,078
-2,862
-11% -$180K
WELL icon
123
Welltower
WELL
$171B
$1.48M 0.06%
22,980
+8,353
+57% +$653K
PSA icon
124
Public Storage
PSA
$61.3B
$1.46M 0.06%
4,997
-597
-11% -$194K
BIIB icon
125
Biogen
BIIB
$30.7B
$1.46M 0.06%
5,448
-398
-7% -$84.5K
3 4
5
6 7

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Sumitomo Life Insurance's Q3 2022 Portfolio in Review

As of Q3 2022, Sumitomo Life Insurance held 280 positions worth $2.36B, down 34% from $3.57B the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Sumitomo Life Insurance withdrew a net $1.03B in Q3 2022, closing 14 positions and reducing 228 holdings. Its most notable exit was iShares Core S&P 500 ETF, an estimated $1.07B position sold in full.

By sector, the portfolio is most concentrated in Technology at 5.6% of assets, up from 4.3% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Sumitomo Life Insurance opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF worth $41.7M.

  • Sumitomo Life Insurance's largest Q3 2022 buy was iShares JPMorgan USD Emerging Markets Bond ETF: 525,000 shares worth $41.7M.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q3 2022, an estimated $25.8M increase.
  • Sumitomo Life Insurance's biggest Q3 2022 reduction was Apple, cutting an estimated $5.96M.
  • Sumitomo Life Insurance fully exited iShares Core S&P 500 ETF in Q3 2022, selling an estimated $1.07B.
  • Sumitomo Life Insurance's ten largest holdings make up 80% of its $2.36B portfolio in Q3 2022.
  • Sumitomo Life Insurance opened 5 new positions and closed 14 in Q3 2022.
  • Sumitomo Life Insurance's portfolio value fell 34% quarter-over-quarter to $2.36B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2022, filed 31 Oct 2022.