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SLI

Sumitomo Life Insurance Portfolio holdings

AUM $6.12B
1-Year Est. Return 21.82%
This Fund
S&P 500
This Quarter Est. Return
+3.76%
1 Year Est. Return
+21.82%
3 Year Est. Return
+69.65%
5 Year Est. Return
+75.1%
10 Year Est. Return
+333.11%
AUM
$2.27B
AUM Growth
+$1.09B
Cap. Flow
+$1.18B
Cap. Flow %
51.92%
Top 10 Hldgs %
75.39%
Holding
266
New
10
Increased
24
Reduced
226
Closed
5

Top Buys

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.07B
2
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$159M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$35M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$20.8M
5
IFRA icon
iShares US Infrastructure ETF
IFRA
+$15.1M

Top Sells

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$144M
2
AAPL icon
Apple
AAPL
+$3.73M
3
MSFT icon
Microsoft
MSFT
+$2.54M
4
UNP icon
Union Pacific
UNP
+$1.3M
5
AMZN icon
Amazon
AMZN
+$1.26M

Sector Composition

Rank Sector Weight
1 Miscellaneous 74.05%
2 Technology 7.8%
3 Healthcare 3.71%
4 Financials 3.13%
5 Consumer Discretionary 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSCI icon
126
MSCI
MSCI
$39.8B
$1.58M 0.07%
3,366
-34
-1% -$16.6K
PM icon
127
Philip Morris
PM
$302B
$1.57M 0.07%
16,106
-1,370
-8% -$131K
EQIX icon
128
Equinix
EQIX
$101B
$1.57M 0.07%
2,005
-194
-9% -$142K
TDG icon
129
TransDigm Group
TDG
$60.1B
$1.57M 0.07%
1,753
-166
-9% -$131K
PCAR icon
130
PACCAR
PCAR
$64B
$1.54M 0.07%
18,457
-1,774
-9% -$131K
HON icon
131
Honeywell
HON
$65.4B
$1.51M 0.07%
7,696
-656
-8% -$122K
SHLS icon
132
Shoals Technologies Group
SHLS
$1.17B
$1.5M 0.07%
58,799
+242
+0.4% +$5.6K
MAR icon
133
Marriott International
MAR
$88.2B
$1.49M 0.07%
8,137
-662
-8% -$115K
PYPL icon
134
PayPal
PYPL
$45.8B
$1.49M 0.07%
22,333
-5,280
-19% -$360K
CVS icon
135
CVS Health
CVS
$120B
$1.48M 0.07%
21,457
-2,082
-9% -$148K
CCK icon
136
Crown Holdings
CCK
$12.3B
$1.47M 0.06%
16,866
-1,166
-6% -$96K
CME icon
137
CME Group
CME
$98.7B
$1.46M 0.06%
7,894
-671
-8% -$124K
DE icon
138
Deere & Co
DE
$183B
$1.46M 0.06%
3,596
-349
-9% -$133K
CB icon
139
Chubb
CB
$132B
$1.45M 0.06%
7,513
-642
-8% -$126K
GS icon
140
Goldman Sachs
GS
$282B
$1.43M 0.06%
4,447
-364
-8% -$120K
TMUS icon
141
T-Mobile US
TMUS
$193B
$1.39M 0.06%
10,029
-852
-8% -$120K
AMT icon
142
American Tower
AMT
$83.4B
$1.39M 0.06%
7,179
-610
-8% -$119K
DDOG icon
143
Datadog
DDOG
$83.8B
$1.39M 0.06%
14,145
-1,317
-9% -$110K
GE icon
144
GE Aerospace
GE
$324B
$1.38M 0.06%
15,736
-1,573
-9% -$127K
ACGL icon
145
Arch Capital
ACGL
$33.2B
$1.38M 0.06%
18,377
-1,718
-9% -$124K
TGT icon
146
Target
TGT
$70.3B
$1.35M 0.06%
10,232
-871
-8% -$129K
BIIB icon
147
Biogen
BIIB
$32B
$1.33M 0.06%
4,680
-438
-9% -$130K
AON icon
148
Aon
AON
$64.2B
$1.32M 0.06%
3,834
-360
-9% -$117K
PSA icon
149
Public Storage
PSA
$55.7B
$1.32M 0.06%
4,514
-383
-8% -$112K
COO icon
150
Cooper Companies
COO
$10.4B
$1.29M 0.06%
13,484
-1,272
-9% -$119K
4 5
6
7 8

Similar funds

MF
Milford Funds Auckland $6.14B AUM
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Sumitomo Life Insurance's Q2 2023 Portfolio in Review

As of Q2 2023, Sumitomo Life Insurance held 266 positions worth $2.27B, up 91% from $1.19B the previous quarter. Its ten largest holdings account for 75% of the portfolio.

Sumitomo Life Insurance deployed $1.18B of net new capital in Q2 2023, opening 10 new positions and adding to 24 existing holdings. Its largest new stake was Vanguard High Dividend Yield ETF: 10,184,502 shares worth $1.07B.

By sector, the portfolio is most concentrated in Miscellaneous at 74% of assets, up from 51% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Apple, an estimated $3.73M trimmed.

  • Sumitomo Life Insurance's largest Q2 2023 buy was Vanguard High Dividend Yield ETF: 10,184,502 shares worth $1.07B.
  • Sumitomo Life Insurance added most to iShares JPMorgan USD Emerging Markets Bond ETF in Q2 2023, an estimated $35M increase.
  • Sumitomo Life Insurance's biggest Q2 2023 reduction was Apple, cutting an estimated $3.73M.
  • Sumitomo Life Insurance fully exited iShares TIPS Bond ETF in Q2 2023, selling an estimated $144M.
  • Sumitomo Life Insurance's ten largest holdings make up 75% of its $2.27B portfolio in Q2 2023.
  • Sumitomo Life Insurance opened 10 new positions and closed 5 in Q2 2023.
  • Sumitomo Life Insurance's portfolio value rose 91% quarter-over-quarter to $2.27B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2023, filed 20 Jul 2023.