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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
+10.2%
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
$1.36B
AUM Growth
-$1B
Cap. Flow
-$1.21B
Cap. Flow %
-89.01%
Top 10 Hldgs %
65.62%
Holding
267
New
1
Increased
7
Reduced
251
Closed
5

Top Buys

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$8.71M
2
DDOG icon
Datadog
DDOG
+$1.22M
3
GTM
ZoomInfo Technologies
GTM
+$232K
4
GTLS
Chart Industries
GTLS
+$169K
5
ARES icon
Ares Management
ARES
+$98.1K

Top Sells

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$807M
2
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$257M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$80.7M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$22.3M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$21.4M

Sector Composition

Rank Sector Weight
1 Technology 9.84%
2 Healthcare 6.56%
3 Financials 5.75%
4 Consumer Discretionary 3.93%
5 Industrials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TRV icon
126
Travelers Companies
TRV
$80.2B
$1.49M 0.11%
7,952
-165
-2% -$29.7K
WELL icon
127
Welltower
WELL
$171B
$1.48M 0.11%
22,508
-472
-2% -$30.3K
SHLS icon
128
Shoals Technologies Group
SHLS
$1.5B
$1.46M 0.11%
59,002
-760
-1% -$18.3K
EQIX icon
129
Equinix
EQIX
$103B
$1.45M 0.11%
2,219
-43
-2% -$26.6K
CME icon
130
CME Group
CME
$94.8B
$1.45M 0.11%
8,629
-187
-2% -$32.5K
BIIB icon
131
Biogen
BIIB
$30.7B
$1.43M 0.11%
5,170
-278
-5% -$78.5K
DVN icon
132
Devon Energy
DVN
$47.3B
$1.42M 0.1%
23,137
-248
-1% -$16.9K
GIS icon
133
General Mills
GIS
$19.7B
$1.39M 0.1%
16,571
-912
-5% -$74.3K
ARES icon
134
Ares Management
ARES
$30.9B
$1.38M 0.1%
20,187
+1,360
+7% +$98.1K
PSA icon
135
Public Storage
PSA
$61.3B
$1.38M 0.1%
4,933
-64
-1% -$18.7K
PCAR icon
136
PACCAR
PCAR
$70.1B
$1.34M 0.1%
20,379
-362
-2% -$23.6K
TT icon
137
Trane Technologies
TT
$106B
$1.34M 0.1%
7,965
-435
-5% -$71.8K
T icon
138
AT&T
T
$163B
$1.34M 0.1%
72,638
-819
-1% -$14.7K
MAR icon
139
Marriott International
MAR
$92.3B
$1.32M 0.1%
8,891
-192
-2% -$29.6K
DD icon
140
DuPont de Nemours
DD
$19.2B
$1.3M 0.1%
15,104
-746
-5% -$59.6K
DUK icon
141
Duke Energy
DUK
$97.3B
$1.3M 0.1%
12,637
-237
-2% -$22.8K
MO icon
142
Altria Group
MO
$114B
$1.29M 0.1%
28,270
-501
-2% -$22.7K
SLB icon
143
SLB Ltd
SLB
$75B
$1.29M 0.09%
24,064
-1,476
-6% -$73.5K
A icon
144
Agilent Technologies
A
$41.2B
$1.28M 0.09%
8,533
-288
-3% -$41.1K
PNC icon
145
PNC Financial Services
PNC
$101B
$1.28M 0.09%
8,086
-171
-2% -$26.9K
ACGL icon
146
Arch Capital
ACGL
$33.6B
$1.27M 0.09%
20,302
-1,028
-5% -$57.4K
AON icon
147
Aon
AON
$76B
$1.27M 0.09%
4,237
-228
-5% -$66.6K
CCI icon
148
Crown Castle
CCI
$32.2B
$1.26M 0.09%
9,329
-205
-2% -$27.7K
PEG icon
149
Public Service Enterprise Group
PEG
$37.7B
$1.25M 0.09%
20,352
-273
-1% -$15.8K
COO icon
150
Cooper Companies
COO
$14.5B
$1.23M 0.09%
14,908
-836
-5% -$61.7K
4 5
6
7 8

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AI
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Sumitomo Life Insurance's Q4 2022 Portfolio in Review

As of Q4 2022, Sumitomo Life Insurance held 267 positions worth $1.36B, down 43% from $2.36B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Sumitomo Life Insurance withdrew a net $1.21B in Q4 2022, closing 5 positions and reducing 251 holdings. Its most notable exit was iShares MSCI All Country Asia ex Japan ETF, an estimated $257M position sold in full.

By sector, the portfolio is most concentrated in Technology at 9.8% of assets, up from 5.6% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Sumitomo Life Insurance opened a new position in Datadog worth $1.15M.

  • Sumitomo Life Insurance's largest Q4 2022 buy was Datadog: 15,621 shares worth $1.15M.
  • Sumitomo Life Insurance added most to iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2022, an estimated $8.71M increase.
  • Sumitomo Life Insurance's biggest Q4 2022 reduction was Vanguard High Dividend Yield ETF, cutting an estimated $807M.
  • Sumitomo Life Insurance fully exited iShares MSCI All Country Asia ex Japan ETF in Q4 2022, selling an estimated $257M.
  • Sumitomo Life Insurance's ten largest holdings make up 66% of its $1.36B portfolio in Q4 2022.
  • Sumitomo Life Insurance opened 1 new position and closed 5 in Q4 2022.
  • Sumitomo Life Insurance's portfolio value fell 43% quarter-over-quarter to $1.36B.

Based on Sumitomo Life Insurance's 13F filing for Q4 2022, filed 18 Jan 2023.