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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
-4.71%
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
$4.04B
AUM Growth
-$160M
Cap. Flow
+$46.5M
Cap. Flow %
1.15%
Top 10 Hldgs %
85.02%
Holding
276
New
3
Increased
12
Reduced
251
Closed
5

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$169M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$89.4M
3
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.17M
4
AMD icon
Advanced Micro Devices
AMD
+$2M
5
JPM icon
JPMorgan Chase
JPM
+$1.69M

Top Sells

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$142M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$23M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$13.9M
5
XLNX
Xilinx Inc
XLNX
+$2.1M

Sector Composition

Rank Sector Weight
1 Technology 4.76%
2 Healthcare 2.41%
3 Financials 2.37%
4 Consumer Discretionary 2.02%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
T icon
126
AT&T
T
$163B
$1.92M 0.05%
107,514
-1,646
-2% -$30.5K
TJX icon
127
TJX Companies
TJX
$178B
$1.88M 0.05%
31,013
-474
-2% -$31.7K
PM icon
128
Philip Morris
PM
$295B
$1.86M 0.05%
19,771
-355
-2% -$35.5K
MSCI icon
129
MSCI
MSCI
$40.9B
$1.82M 0.05%
3,615
-58
-2% -$30.1K
MDLZ icon
130
Mondelez International
MDLZ
$79.9B
$1.82M 0.05%
28,937
-519
-2% -$33.8K
FIS icon
131
Fidelity National Information Services
FIS
$22.1B
$1.8M 0.04%
17,935
-274
-2% -$28.7K
GS icon
132
Goldman Sachs
GS
$303B
$1.8M 0.04%
5,457
-84
-2% -$29.7K
CRWD icon
133
CrowdStrike
CRWD
$218B
$1.78M 0.04%
31,336
-1,044
-3% -$48.6K
MAR icon
134
Marriott International
MAR
$92.3B
$1.76M 0.04%
10,000
-138
-1% -$22.9K
CSGP icon
135
CoStar Group
CSGP
$12.3B
$1.75M 0.04%
26,207
-758
-3% -$50.3K
HON icon
136
Honeywell
HON
$78B
$1.73M 0.04%
9,441
-4,903
-34% -$907K
COO icon
137
Cooper Companies
COO
$14.5B
$1.73M 0.04%
16,532
-292
-2% -$29.4K
LAD icon
138
Lithia Motors
LAD
$8.26B
$1.68M 0.04%
5,605
-110
-2% -$34.3K
PNC icon
139
PNC Financial Services
PNC
$101B
$1.68M 0.04%
9,090
-121
-1% -$24.5K
ELV icon
140
Elevance Health
ELV
$85.5B
$1.66M 0.04%
3,384
-46
-1% -$21K
MO icon
141
Altria Group
MO
$114B
$1.64M 0.04%
31,407
-550
-2% -$28K
TRMB icon
142
Trimble
TRMB
$13.9B
$1.64M 0.04%
22,693
-440
-2% -$31.3K
TRV icon
143
Travelers Companies
TRV
$80.2B
$1.62M 0.04%
8,856
-123
-1% -$21.1K
DUK icon
144
Duke Energy
DUK
$97.3B
$1.58M 0.04%
14,171
-259
-2% -$26.9K
PEG icon
145
Public Service Enterprise Group
PEG
$37.7B
$1.57M 0.04%
22,496
-469
-2% -$31K
GILD icon
146
Gilead Sciences
GILD
$165B
$1.57M 0.04%
26,482
-662
-2% -$42.3K
TMUS icon
147
T-Mobile US
TMUS
$190B
$1.57M 0.04%
12,247
-285
-2% -$33.9K
D icon
148
Dominion Energy
D
$59.3B
$1.55M 0.04%
18,294
-347
-2% -$27.9K
DD icon
149
DuPont de Nemours
DD
$19.2B
$1.54M 0.04%
16,648
-409
-2% -$39.9K
AON icon
150
Aon
AON
$76B
$1.53M 0.04%
4,706
-65
-1% -$18.9K
4 5
6
7 8

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AI
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IWM
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Sumitomo Life Insurance's Q1 2022 Portfolio in Review

As of Q1 2022, Sumitomo Life Insurance held 276 positions worth $4.04B, down 3.8% from $4.2B the previous quarter. Its ten largest holdings account for 85% of the portfolio.

Trading was light in Q1 2022: portfolio turnover was 2.9%. Sumitomo Life Insurance opened 3 new positions and exited 5, leaving the 276-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 4.8% of assets, down from 5.1% a quarter earlier, followed by Healthcare and Financials.

  • Sumitomo Life Insurance's largest Q1 2022 buy was State Street SPDR S&P 500 ETF Trust: 380,000 shares worth $172M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q1 2022, an estimated $89.4M increase.
  • Sumitomo Life Insurance's biggest Q1 2022 reduction was iShares TIPS Bond ETF, cutting an estimated $142M.
  • Sumitomo Life Insurance fully exited Xilinx Inc in Q1 2022, selling an estimated $2.1M.
  • Sumitomo Life Insurance's ten largest holdings make up 85% of its $4.04B portfolio in Q1 2022.
  • Sumitomo Life Insurance opened 3 new positions and closed 5 in Q1 2022.
  • Sumitomo Life Insurance's portfolio value fell 3.8% quarter-over-quarter to $4.04B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2022, filed 27 Apr 2022.