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SLI

Sumitomo Life Insurance Portfolio holdings

AUM $6.12B
1-Year Est. Return 21.82%
This Fund
S&P 500
This Quarter Est. Return
+3.76%
1 Year Est. Return
+21.82%
3 Year Est. Return
+69.65%
5 Year Est. Return
+75.1%
10 Year Est. Return
+333.11%
AUM
$2.27B
AUM Growth
+$1.09B
Cap. Flow
+$1.18B
Cap. Flow %
51.92%
Top 10 Hldgs %
75.39%
Holding
266
New
10
Increased
24
Reduced
226
Closed
5

Top Buys

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.07B
2
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$159M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$35M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$20.8M
5
IFRA icon
iShares US Infrastructure ETF
IFRA
+$15.1M

Top Sells

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$144M
2
AAPL icon
Apple
AAPL
+$3.73M
3
MSFT icon
Microsoft
MSFT
+$2.54M
4
UNP icon
Union Pacific
UNP
+$1.3M
5
AMZN icon
Amazon
AMZN
+$1.26M

Sector Composition

Rank Sector Weight
1 Miscellaneous 74.05%
2 Technology 7.8%
3 Healthcare 3.71%
4 Financials 3.13%
5 Consumer Discretionary 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HCA icon
101
HCA Healthcare
HCA
$91.8B
$1.92M 0.08%
6,324
-539
-8% -$150K
LOW icon
102
Lowe's Companies
LOW
$109B
$1.91M 0.08%
8,453
-4,489
-35% -$934K
CI icon
103
Cigna
CI
$76.3B
$1.9M 0.08%
6,762
-706
-9% -$184K
CSX icon
104
CSX Corp
CSX
$90.1B
$1.88M 0.08%
55,024
-4,681
-8% -$148K
INTC icon
105
Intel
INTC
$513B
$1.86M 0.08%
55,684
-4,737
-8% -$149K
WM icon
106
Waste Management
WM
$86.8B
$1.86M 0.08%
10,697
-910
-8% -$150K
ORCL icon
107
Oracle
ORCL
$424B
$1.83M 0.08%
15,370
-8,959
-37% -$926K
CRWD icon
108
CrowdStrike
CRWD
$248B
$1.82M 0.08%
49,592
-4,820
-9% -$168K
BA icon
109
Boeing
BA
$166B
$1.79M 0.08%
8,492
-722
-8% -$150K
VZ icon
110
Verizon
VZ
$214B
$1.79M 0.08%
48,180
-4,674
-9% -$173K
ABT icon
111
Abbott
ABT
$177B
$1.77M 0.08%
16,190
-1,378
-8% -$147K
MS icon
112
Morgan Stanley
MS
$324B
$1.73M 0.08%
20,248
-1,722
-8% -$147K
GILD icon
113
Gilead Sciences
GILD
$181B
$1.67M 0.07%
21,723
-1,848
-8% -$147K
WSC icon
114
WillScot Mobile Mini Holdings
WSC
$3.27B
$1.66M 0.07%
34,786
-830
-2% -$37.1K
NFLX icon
115
Netflix
NFLX
$324B
$1.66M 0.07%
37,680
-3,550
-9% -$131K
ORLY icon
116
O'Reilly Automotive
ORLY
$68.9B
$1.65M 0.07%
25,875
-14,355
-36% -$877K
WELL icon
117
Welltower
WELL
$168B
$1.65M 0.07%
20,347
-1,997
-9% -$154K
C icon
118
Citigroup
C
$228B
$1.64M 0.07%
35,691
-3,038
-8% -$142K
REGN icon
119
Regeneron Pharmaceuticals
REGN
$79.7B
$1.62M 0.07%
2,249
-193
-8% -$149K
TW icon
120
Tradeweb Markets
TW
$21.4B
$1.61M 0.07%
23,538
+84
+0.4% +$5.95K
TRMB icon
121
Trimble
TRMB
$13.7B
$1.61M 0.07%
30,350
+8,315
+38% +$407K
AMGN icon
122
Amgen
AMGN
$203B
$1.61M 0.07%
7,234
-615
-8% -$143K
LPLA icon
123
LPL Financial
LPLA
$26.9B
$1.6M 0.07%
7,361
+72
+1% +$14.4K
SO icon
124
Southern Company
SO
$98.9B
$1.59M 0.07%
22,619
-1,924
-8% -$138K
BLK icon
125
Blackrock
BLK
$164B
$1.59M 0.07%
2,296
-196
-8% -$131K
3 4
5
6 7

Similar funds

MF
Milford Funds Auckland $6.14B AUM
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Sumitomo Life Insurance's Q2 2023 Portfolio in Review

As of Q2 2023, Sumitomo Life Insurance held 266 positions worth $2.27B, up 91% from $1.19B the previous quarter. Its ten largest holdings account for 75% of the portfolio.

Sumitomo Life Insurance deployed $1.18B of net new capital in Q2 2023, opening 10 new positions and adding to 24 existing holdings. Its largest new stake was Vanguard High Dividend Yield ETF: 10,184,502 shares worth $1.07B.

By sector, the portfolio is most concentrated in Miscellaneous at 74% of assets, up from 51% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Apple, an estimated $3.73M trimmed.

  • Sumitomo Life Insurance's largest Q2 2023 buy was Vanguard High Dividend Yield ETF: 10,184,502 shares worth $1.07B.
  • Sumitomo Life Insurance added most to iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2023, an estimated $35M increase.
  • Sumitomo Life Insurance's biggest Q2 2023 reduction was Apple, cutting an estimated $3.73M.
  • Sumitomo Life Insurance fully exited iShares TIPS Bond ETF in Q2 2023, selling an estimated $144M.
  • Sumitomo Life Insurance's ten largest holdings make up 75% of its $2.27B portfolio in Q2 2023.
  • Sumitomo Life Insurance opened 10 new positions and closed 5 in Q2 2023.
  • Sumitomo Life Insurance's portfolio value rose 91% quarter-over-quarter to $2.27B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2023, filed 20 Jul 2023.