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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
-6.95%
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
$2.36B
AUM Growth
-$1.21B
Cap. Flow
-$1.03B
Cap. Flow %
-43.58%
Top 10 Hldgs %
80.44%
Holding
280
New
5
Increased
27
Reduced
228
Closed
14

Top Buys

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$44.9M
2
TIP icon
iShares TIPS Bond ETF
TIP
+$25.8M
3
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$15M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.28M
5
ABNB icon
Airbnb
ABNB
+$1.35M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.07B
2
AAPL icon
Apple
AAPL
+$5.96M
3
MSFT icon
Microsoft
MSFT
+$2.89M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.48M
5
AMZN icon
Amazon
AMZN
+$1.44M

Sector Composition

Rank Sector Weight
1 Technology 5.63%
2 Healthcare 3.4%
3 Financials 3.03%
4 Consumer Discretionary 2.54%
5 Communication Services 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GS icon
126
Goldman Sachs
GS
$303B
$1.44M 0.06%
4,929
-584
-11% -$189K
DVN icon
127
Devon Energy
DVN
$47.3B
$1.41M 0.06%
23,385
-2,674
-10% -$166K
BLK icon
128
Blackrock
BLK
$176B
$1.4M 0.06%
2,547
-300
-11% -$196K
ENTG icon
129
Entegris
ENTG
$23.2B
$1.39M 0.06%
16,715
+1,063
+7% +$104K
CCI icon
130
Crown Castle
CCI
$32.2B
$1.38M 0.06%
9,534
-1,132
-11% -$194K
TW icon
131
Tradeweb Markets
TW
$21.6B
$1.35M 0.06%
23,885
+1,342
+6% +$91.3K
HON icon
132
Honeywell
HON
$78B
$1.34M 0.06%
8,545
-1,021
-11% -$178K
GIS icon
133
General Mills
GIS
$19.7B
$1.34M 0.06%
17,483
-1,259
-7% -$96K
SIVB
134
DELISTED
SVB Financial Group
SIVB
$1.32M 0.06%
3,938
+117
+3% +$47.1K
HCA icon
135
HCA Healthcare
HCA
$89.5B
$1.3M 0.06%
7,063
-855
-11% -$170K
SHLS icon
136
Shoals Technologies Group
SHLS
$1.5B
$1.29M 0.05%
59,762
+53,121
+800% +$1.19M
EQIX icon
137
Equinix
EQIX
$103B
$1.29M 0.05%
2,262
+1,342
+146% +$877K
ABNB icon
138
Airbnb
ABNB
$107B
$1.28M 0.05%
+12,181
New +$1.35M
MAR icon
139
Marriott International
MAR
$92.3B
$1.27M 0.05%
9,083
-1,090
-11% -$167K
LAD icon
140
Lithia Motors
LAD
$8.26B
$1.25M 0.05%
5,835
+153
+3% +$40K
TRV icon
141
Travelers Companies
TRV
$80.2B
$1.24M 0.05%
8,117
-881
-10% -$143K
CRWD icon
142
CrowdStrike
CRWD
$218B
$1.24M 0.05%
30,088
-2,316
-7% -$106K
PNC icon
143
PNC Financial Services
PNC
$101B
$1.23M 0.05%
8,257
-979
-11% -$159K
FIS icon
144
Fidelity National Information Services
FIS
$22.1B
$1.23M 0.05%
16,307
-1,963
-11% -$183K
TT icon
145
Trane Technologies
TT
$106B
$1.22M 0.05%
8,400
-599
-7% -$89.5K
TRMB icon
146
Trimble
TRMB
$13.9B
$1.21M 0.05%
22,285
-625
-3% -$39.5K
DUK icon
147
Duke Energy
DUK
$97.3B
$1.2M 0.05%
12,874
-1,560
-11% -$168K
AON icon
148
Aon
AON
$76B
$1.2M 0.05%
4,465
-322
-7% -$91K
ARES icon
149
Ares Management
ARES
$30.9B
$1.17M 0.05%
+18,827
New +$1.32M
SRE icon
150
Sempra
SRE
$54.8B
$1.17M 0.05%
15,534
-1,750
-10% -$142K
4 5
6
7 8

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AI
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Sumitomo Life Insurance's Q3 2022 Portfolio in Review

As of Q3 2022, Sumitomo Life Insurance held 280 positions worth $2.36B, down 34% from $3.57B the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Sumitomo Life Insurance withdrew a net $1.03B in Q3 2022, closing 14 positions and reducing 228 holdings. Its most notable exit was iShares Core S&P 500 ETF, an estimated $1.07B position sold in full.

By sector, the portfolio is most concentrated in Technology at 5.6% of assets, up from 4.3% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Sumitomo Life Insurance opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF worth $41.7M.

  • Sumitomo Life Insurance's largest Q3 2022 buy was iShares JPMorgan USD Emerging Markets Bond ETF: 525,000 shares worth $41.7M.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q3 2022, an estimated $25.8M increase.
  • Sumitomo Life Insurance's biggest Q3 2022 reduction was Apple, cutting an estimated $5.96M.
  • Sumitomo Life Insurance fully exited iShares Core S&P 500 ETF in Q3 2022, selling an estimated $1.07B.
  • Sumitomo Life Insurance's ten largest holdings make up 80% of its $2.36B portfolio in Q3 2022.
  • Sumitomo Life Insurance opened 5 new positions and closed 14 in Q3 2022.
  • Sumitomo Life Insurance's portfolio value fell 34% quarter-over-quarter to $2.36B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2022, filed 31 Oct 2022.