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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
+7.26%
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
$1.19B
AUM Growth
-$168M
Cap. Flow
-$221M
Cap. Flow %
-18.59%
Top 10 Hldgs %
58.57%
Holding
269
New
7
Increased
22
Reduced
207
Closed
13

Top Buys

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$117M
2
TIP icon
iShares TIPS Bond ETF
TIP
+$102M
3
VNQ icon
Vanguard Real Estate ETF
VNQ
+$35.5M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$19.6M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$17.7M

Top Sells

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$519M
2
BAC icon
Bank of America
BAC
+$1.98M
3
LAD icon
Lithia Motors
LAD
+$1.15M
4
EOG icon
EOG Resources
EOG
+$1.15M
5
LH icon
Labcorp
LH
+$1.12M

Sector Composition

Rank Sector Weight
1 Technology 13.61%
2 Healthcare 7.18%
3 Financials 6.16%
4 Consumer Discretionary 5.22%
5 Industrials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WM icon
101
Waste Management
WM
$91B
$1.89M 0.16%
11,607
-87
-0.7% -$13.3K
CRWD icon
102
CrowdStrike
CRWD
$218B
$1.87M 0.16%
54,412
+25,684
+89% +$743K
TW icon
103
Tradeweb Markets
TW
$21.6B
$1.85M 0.16%
23,454
-135
-0.6% -$9.78K
TGT icon
104
Target
TGT
$68B
$1.84M 0.15%
11,103
-83
-0.7% -$13.6K
SHW icon
105
Sherwin-Williams
SHW
$89.8B
$1.83M 0.15%
8,162
-60
-0.7% -$13.7K
C icon
106
Citigroup
C
$226B
$1.82M 0.15%
38,729
-286
-0.7% -$14K
HCA icon
107
HCA Healthcare
HCA
$89.5B
$1.81M 0.15%
6,863
-51
-0.7% -$13K
CSX icon
108
CSX Corp
CSX
$93.1B
$1.79M 0.15%
59,705
-441
-0.7% -$13.6K
ABT icon
109
Abbott
ABT
$187B
$1.78M 0.15%
17,568
-130
-0.7% -$13.7K
CSGP icon
110
CoStar Group
CSGP
$12.3B
$1.76M 0.15%
25,499
-155
-0.6% -$11.4K
CVS icon
111
CVS Health
CVS
$122B
$1.75M 0.15%
23,539
-173
-0.7% -$14.5K
SO icon
112
Southern Company
SO
$107B
$1.71M 0.14%
24,543
-182
-0.7% -$12.3K
PM icon
113
Philip Morris
PM
$295B
$1.7M 0.14%
17,476
-130
-0.7% -$13K
ARES icon
114
Ares Management
ARES
$30.9B
$1.67M 0.14%
20,033
-154
-0.8% -$12.2K
WSC icon
115
WillScot Mobile Mini Holdings
WSC
$4.41B
$1.67M 0.14%
35,616
+16,373
+85% +$788K
BLK icon
116
Blackrock
BLK
$176B
$1.67M 0.14%
2,492
-18
-0.7% -$12.7K
CME icon
117
CME Group
CME
$94.8B
$1.64M 0.14%
8,565
-64
-0.7% -$11.6K
DE icon
118
Deere & Co
DE
$168B
$1.63M 0.14%
3,945
-2,295
-37% -$950K
WELL icon
119
Welltower
WELL
$171B
$1.6M 0.13%
22,344
-164
-0.7% -$11.9K
AMT icon
120
American Tower
AMT
$80.4B
$1.59M 0.13%
7,789
-58
-0.7% -$12.2K
EQIX icon
121
Equinix
EQIX
$103B
$1.59M 0.13%
2,199
-20
-0.9% -$14.1K
CB icon
122
Chubb
CB
$135B
$1.58M 0.13%
8,155
-60
-0.7% -$12.6K
ELV icon
123
Elevance Health
ELV
$85.5B
$1.58M 0.13%
3,431
– –
TMUS icon
124
T-Mobile US
TMUS
$190B
$1.58M 0.13%
10,881
-81
-0.7% -$11.7K
GS icon
125
Goldman Sachs
GS
$303B
$1.57M 0.13%
4,811
-50
-1% -$17.4K
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 Q1 2023 Portfolio in Review

As of Q1 2023, Sumitomo Life Insurance held 269 positions worth $1.19B, down 12% from $1.36B the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Sumitomo Life Insurance withdrew a net $221M in Q1 2023, closing 13 positions and reducing 207 holdings. Its most notable exit was Vanguard High Dividend Yield ETF, an estimated $519M position sold in full.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 9.8% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Sumitomo Life Insurance opened a new position in Vanguard FTSE Emerging Markets ETF worth $116M.

  • Sumitomo Life Insurance's largest Q1 2023 buy was Vanguard FTSE Emerging Markets ETF: 2,864,206 shares worth $116M.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q1 2023, an estimated $102M increase.
  • Sumitomo Life Insurance's biggest Q1 2023 reduction was Bank of America, cutting an estimated $1.98M.
  • Sumitomo Life Insurance fully exited Vanguard High Dividend Yield ETF in Q1 2023, selling an estimated $519M.
  • Sumitomo Life Insurance's ten largest holdings make up 59% of its $1.19B portfolio in Q1 2023.
  • Sumitomo Life Insurance opened 7 new positions and closed 13 in Q1 2023.
  • Sumitomo Life Insurance's portfolio value fell 12% quarter-over-quarter to $1.19B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2023, filed 27 Apr 2023.