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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
-12.46%
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
$3.57B
AUM Growth
-$469M
Cap. Flow
+$133M
Cap. Flow %
3.72%
Top 10 Hldgs %
85.48%
Holding
278
New
7
Increased
239
Reduced
23
Closed
3

Top Buys

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.34B
2
TIP icon
iShares TIPS Bond ETF
TIP
+$2.37M
3
CVX icon
Chevron
CVX
+$931K
4
AAPL icon
Apple
AAPL
+$885K
5
WWE
World Wrestling Entertainment
WWE
+$877K

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.17B
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$45.1M
3
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$7.74M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.75M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.94M

Sector Composition

Rank Sector Weight
1 Technology 4.32%
2 Healthcare 2.57%
3 Financials 2.24%
4 Consumer Discretionary 1.71%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HON icon
126
Honeywell
HON
$76.3B
$1.57M 0.04%
9,566
+125
+1% +$22.4K
LAD icon
127
Lithia Motors
LAD
$8.26B
$1.56M 0.04%
5,682
+77
+1% +$22.4K
DUK icon
128
Duke Energy
DUK
$96.6B
$1.55M 0.04%
14,434
+263
+2% +$28.9K
TW icon
129
Tradeweb Markets
TW
$21.8B
$1.54M 0.04%
22,543
+89
+0.4% +$6.47K
TRV icon
130
Travelers Companies
TRV
$80.5B
$1.52M 0.04%
8,998
+142
+2% +$24.7K
SIVB
131
DELISTED
SVB Financial Group
SIVB
$1.51M 0.04%
3,821
+50
+1% +$23.6K
MSCI icon
132
MSCI
MSCI
$41.2B
$1.5M 0.04%
3,645
+30
+0.8% +$13.1K
LULU icon
133
lululemon athletica
LULU
$14.2B
$1.49M 0.04%
5,460
+73
+1% +$23.4K
D icon
134
Dominion Energy
D
$58.8B
$1.49M 0.04%
18,635
+341
+2% +$28.2K
LPLA icon
135
LPL Financial
LPLA
$28.3B
$1.46M 0.04%
7,919
+84
+1% +$16K
PNC icon
136
PNC Financial Services
PNC
$101B
$1.46M 0.04%
9,236
+146
+2% +$24.5K
ROK icon
137
Rockwell Automation
ROK
$49.2B
$1.46M 0.04%
7,308
+62
+0.9% +$14K
BA icon
138
Boeing
BA
$184B
$1.45M 0.04%
10,590
+165
+2% +$24.3K
PEG icon
139
Public Service Enterprise Group
PEG
$37.4B
$1.45M 0.04%
22,856
+360
+2% +$24.5K
ENTG icon
140
Entegris
ENTG
$21.8B
$1.44M 0.04%
15,652
+203
+1% +$22K
DVN icon
141
Devon Energy
DVN
$49.7B
$1.44M 0.04%
26,059
+516
+2% +$33.7K
GIS icon
142
General Mills
GIS
$19.3B
$1.41M 0.04%
18,742
+615
+3% +$43.1K
MAR icon
143
Marriott International
MAR
$93.8B
$1.38M 0.04%
10,173
+173
+2% +$28.6K
CRWD icon
144
CrowdStrike
CRWD
$211B
$1.37M 0.04%
32,404
+1,068
+3% +$48.4K
FRC
145
DELISTED
First Republic Bank
FRC
$1.36M 0.04%
9,441
+163
+2% +$24.4K
MTCH icon
146
Match Group
MTCH
$8.54B
$1.34M 0.04%
19,222
+274
+1% +$22.2K
DLR icon
147
Digital Realty Trust
DLR
$71.3B
$1.34M 0.04%
10,307
+175
+2% +$24.2K
MO icon
148
Altria Group
MO
$113B
$1.34M 0.04%
32,036
+629
+2% +$32.6K
USB icon
149
US Bancorp
USB
$99.4B
$1.34M 0.04%
29,035
+497
+2% +$24.8K
TRMB icon
150
Trimble
TRMB
$13.6B
$1.33M 0.04%
22,910
+217
+1% +$14.2K
4 5
6
7 8

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CIC
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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 Q2 2022 Portfolio in Review

As of Q2 2022, Sumitomo Life Insurance held 278 positions worth $3.57B, down 12% from $4.04B the previous quarter. Its ten largest holdings account for 85% of the portfolio.

Sumitomo Life Insurance deployed $133M of net new capital in Q2 2022, opening 7 new positions and adding to 239 existing holdings. Its largest new stake was Vanguard High Dividend Yield ETF: 12,382,658 shares worth $1.26B.

By sector, the portfolio is most concentrated in Technology at 4.3% of assets, down from 4.8% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was iShares Core S&P 500 ETF, an estimated $1.17B trimmed.

  • Sumitomo Life Insurance's largest Q2 2022 buy was Vanguard High Dividend Yield ETF: 12,382,658 shares worth $1.26B.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q2 2022, an estimated $2.37M increase.
  • Sumitomo Life Insurance's biggest Q2 2022 reduction was iShares Core S&P 500 ETF, cutting an estimated $1.17B.
  • Sumitomo Life Insurance fully exited Vanguard Real Estate ETF in Q2 2022, selling an estimated $45.1M.
  • Sumitomo Life Insurance's ten largest holdings make up 85% of its $3.57B portfolio in Q2 2022.
  • Sumitomo Life Insurance opened 7 new positions and closed 3 in Q2 2022.
  • Sumitomo Life Insurance's portfolio value fell 12% quarter-over-quarter to $3.57B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2022, filed 22 Jul 2022.