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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
+7.26%
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
$1.19B
AUM Growth
-$168M
Cap. Flow
-$221M
Cap. Flow %
-18.59%
Top 10 Hldgs %
58.57%
Holding
269
New
7
Increased
22
Reduced
207
Closed
13

Top Buys

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$117M
2
TIP icon
iShares TIPS Bond ETF
TIP
+$102M
3
VNQ icon
Vanguard Real Estate ETF
VNQ
+$35.5M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$19.6M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$17.7M

Top Sells

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$519M
2
BAC icon
Bank of America
BAC
+$1.98M
3
LAD icon
Lithia Motors
LAD
+$1.15M
4
EOG icon
EOG Resources
EOG
+$1.15M
5
LH icon
Labcorp
LH
+$1.12M

Sector Composition

Rank Sector Weight
1 Technology 13.61%
2 Healthcare 7.18%
3 Financials 6.16%
4 Consumer Discretionary 5.22%
5 Industrials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VRTX icon
126
Vertex Pharmaceuticals
VRTX
$126B
$1.57M 0.13%
+4,973
New +$1.49M
HON icon
127
Honeywell
HON
$78B
$1.5M 0.13%
8,352
-62
-0.7% -$11.7K
CCK icon
128
Crown Holdings
CCK
$13.1B
$1.49M 0.13%
18,032
-160
-0.9% -$13.5K
ENPH icon
129
Enphase Energy
ENPH
$5.53B
$1.49M 0.13%
7,088
-66
-0.9% -$14.3K
PCAR icon
130
PACCAR
PCAR
$70.1B
$1.48M 0.12%
20,231
-148
-0.7% -$10.6K
PSA icon
131
Public Storage
PSA
$61.3B
$1.48M 0.12%
4,897
-36
-0.7% -$10.6K
LPLA icon
132
LPL Financial
LPLA
$28.6B
$1.48M 0.12%
7,289
-55
-0.7% -$12.6K
PRU icon
133
Prudential Financial
PRU
$41.8B
$1.46M 0.12%
17,670
– –
MAR icon
134
Marriott International
MAR
$92.3B
$1.46M 0.12%
8,799
-92
-1% -$15.3K
NFLX icon
135
Netflix
NFLX
$309B
$1.42M 0.12%
41,230
-370
-0.9% -$12.2K
BIIB icon
136
Biogen
BIIB
$30.7B
$1.42M 0.12%
5,118
-52
-1% -$14.4K
TDG icon
137
TransDigm Group
TDG
$67.7B
$1.41M 0.12%
1,919
-20
-1% -$14.3K
GIS icon
138
General Mills
GIS
$19.7B
$1.41M 0.12%
16,450
-121
-0.7% -$9.66K
T icon
139
AT&T
T
$163B
$1.39M 0.12%
72,106
-532
-0.7% -$10.2K
COO icon
140
Cooper Companies
COO
$14.5B
$1.38M 0.12%
14,756
-152
-1% -$13.1K
ACGL icon
141
Arch Capital
ACGL
$33.6B
$1.36M 0.11%
20,095
-207
-1% -$13.6K
XYZ
142
Block Inc
XYZ
$47.5B
$1.36M 0.11%
19,780
+9,667
+96% +$724K
TRV icon
143
Travelers Companies
TRV
$80.2B
$1.35M 0.11%
7,871
-81
-1% -$14.7K
DD icon
144
DuPont de Nemours
DD
$19.2B
$1.35M 0.11%
14,949
-155
-1% -$14.1K
SHLS icon
145
Shoals Technologies Group
SHLS
$1.5B
$1.33M 0.11%
58,557
-445
-0.8% -$11K
NUE icon
146
Nucor
NUE
$62.1B
$1.33M 0.11%
8,600
-5,695
-40% -$906K
AON icon
147
Aon
AON
$76B
$1.32M 0.11%
4,194
-43
-1% -$13.3K
GE icon
148
GE Aerospace
GE
$384B
$1.32M 0.11%
17,309
-5,090
-23% -$341K
APTV icon
149
Aptiv
APTV
$10.3B
$1.28M 0.11%
11,400
-93
-0.8% -$10.3K
SBUX icon
150
Starbucks
SBUX
$120B
$1.28M 0.11%
12,267
-6,883
-36% -$716K
4 5
6
7 8

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AI
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IWM
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Sumitomo Life Insurance's Q1 2023 Portfolio in Review

As of Q1 2023, Sumitomo Life Insurance held 269 positions worth $1.19B, down 12% from $1.36B the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Sumitomo Life Insurance withdrew a net $221M in Q1 2023, closing 13 positions and reducing 207 holdings. Its most notable exit was Vanguard High Dividend Yield ETF, an estimated $519M position sold in full.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 9.8% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Sumitomo Life Insurance opened a new position in Vanguard FTSE Emerging Markets ETF worth $116M.

  • Sumitomo Life Insurance's largest Q1 2023 buy was Vanguard FTSE Emerging Markets ETF: 2,864,206 shares worth $116M.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q1 2023, an estimated $102M increase.
  • Sumitomo Life Insurance's biggest Q1 2023 reduction was Bank of America, cutting an estimated $1.98M.
  • Sumitomo Life Insurance fully exited Vanguard High Dividend Yield ETF in Q1 2023, selling an estimated $519M.
  • Sumitomo Life Insurance's ten largest holdings make up 59% of its $1.19B portfolio in Q1 2023.
  • Sumitomo Life Insurance opened 7 new positions and closed 13 in Q1 2023.
  • Sumitomo Life Insurance's portfolio value fell 12% quarter-over-quarter to $1.19B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2023, filed 27 Apr 2023.