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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
+10.2%
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
$1.36B
AUM Growth
-$1B
Cap. Flow
-$1.21B
Cap. Flow %
-89.01%
Top 10 Hldgs %
65.62%
Holding
267
New
1
Increased
7
Reduced
251
Closed
5

Top Buys

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$8.71M
2
DDOG icon
Datadog
DDOG
+$1.22M
3
GTM
ZoomInfo Technologies
GTM
+$232K
4
GTLS
Chart Industries
GTLS
+$169K
5
ARES icon
Ares Management
ARES
+$98.1K

Top Sells

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$807M
2
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$257M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$80.7M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$22.3M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$21.4M

Sector Composition

Rank Sector Weight
1 Technology 9.84%
2 Healthcare 6.56%
3 Financials 5.75%
4 Consumer Discretionary 3.93%
5 Industrials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WM icon
101
Waste Management
WM
$91B
$1.83M 0.14%
11,694
-261
-2% -$42K
CB icon
102
Chubb
CB
$135B
$1.81M 0.13%
8,215
-176
-2% -$36.6K
PM icon
103
Philip Morris
PM
$295B
$1.78M 0.13%
17,606
-386
-2% -$36.4K
BLK icon
104
Blackrock
BLK
$176B
$1.78M 0.13%
2,510
-37
-1% -$24.7K
REGN icon
105
Regeneron Pharmaceuticals
REGN
$80.8B
$1.77M 0.13%
2,460
-36
-1% -$26.6K
ANSS
106
DELISTED
Ansys
ANSS
$1.77M 0.13%
7,334
-94
-1% -$21.9K
BA icon
107
Boeing
BA
$185B
$1.77M 0.13%
9,283
-208
-2% -$34K
SO icon
108
Southern Company
SO
$107B
$1.77M 0.13%
24,725
-533
-2% -$35.6K
C icon
109
Citigroup
C
$226B
$1.76M 0.13%
39,015
-784
-2% -$35.6K
ELV icon
110
Elevance Health
ELV
$85.5B
$1.76M 0.13%
3,431
– –
PRU icon
111
Prudential Financial
PRU
$41.8B
$1.76M 0.13%
17,670
– –
LULU icon
112
lululemon athletica
LULU
$14.6B
$1.72M 0.13%
5,373
-174
-3% -$57.2K
HON icon
113
Honeywell
HON
$78B
$1.7M 0.13%
8,414
-131
-2% -$25K
AMD icon
114
Advanced Micro Devices
AMD
$789B
$1.69M 0.12%
26,155
-452
-2% -$29.8K
GS icon
115
Goldman Sachs
GS
$303B
$1.67M 0.12%
4,861
-68
-1% -$23.7K
TGT icon
116
Target
TGT
$68B
$1.67M 0.12%
11,186
-241
-2% -$37.8K
AMT icon
117
American Tower
AMT
$80.4B
$1.66M 0.12%
7,847
-157
-2% -$32.7K
HCA icon
118
HCA Healthcare
HCA
$89.5B
$1.66M 0.12%
6,914
-149
-2% -$33.4K
MSCI icon
119
MSCI
MSCI
$40.9B
$1.66M 0.12%
3,561
-240
-6% -$112K
WFC icon
120
Wells Fargo
WFC
$264B
$1.64M 0.12%
39,660
-867
-2% -$38.4K
INTC icon
121
Intel
INTC
$513B
$1.61M 0.12%
60,870
-763
-1% -$21.2K
LPLA icon
122
LPL Financial
LPLA
$28.6B
$1.59M 0.12%
7,344
-793
-10% -$185K
TMUS icon
123
T-Mobile US
TMUS
$190B
$1.53M 0.11%
10,962
-144
-1% -$20.7K
TW icon
124
Tradeweb Markets
TW
$21.6B
$1.53M 0.11%
23,589
-296
-1% -$17.4K
CCK icon
125
Crown Holdings
CCK
$13.1B
$1.5M 0.11%
18,192
-345
-2% -$27.5K
3 4
5
6 7

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Sumitomo Life Insurance's Q4 2022 Portfolio in Review

As of Q4 2022, Sumitomo Life Insurance held 267 positions worth $1.36B, down 43% from $2.36B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Sumitomo Life Insurance withdrew a net $1.21B in Q4 2022, closing 5 positions and reducing 251 holdings. Its most notable exit was iShares MSCI All Country Asia ex Japan ETF, an estimated $257M position sold in full.

By sector, the portfolio is most concentrated in Technology at 9.8% of assets, up from 5.6% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Sumitomo Life Insurance opened a new position in Datadog worth $1.15M.

  • Sumitomo Life Insurance's largest Q4 2022 buy was Datadog: 15,621 shares worth $1.15M.
  • Sumitomo Life Insurance added most to iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2022, an estimated $8.71M increase.
  • Sumitomo Life Insurance's biggest Q4 2022 reduction was Vanguard High Dividend Yield ETF, cutting an estimated $807M.
  • Sumitomo Life Insurance fully exited iShares MSCI All Country Asia ex Japan ETF in Q4 2022, selling an estimated $257M.
  • Sumitomo Life Insurance's ten largest holdings make up 66% of its $1.36B portfolio in Q4 2022.
  • Sumitomo Life Insurance opened 1 new position and closed 5 in Q4 2022.
  • Sumitomo Life Insurance's portfolio value fell 43% quarter-over-quarter to $1.36B.

Based on Sumitomo Life Insurance's 13F filing for Q4 2022, filed 18 Jan 2023.