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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
-4.71%
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
$4.04B
AUM Growth
-$160M
Cap. Flow
+$46.5M
Cap. Flow %
1.15%
Top 10 Hldgs %
85.02%
Holding
276
New
3
Increased
12
Reduced
251
Closed
5

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$169M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$89.4M
3
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.17M
4
AMD icon
Advanced Micro Devices
AMD
+$2M
5
JPM icon
JPMorgan Chase
JPM
+$1.69M

Top Sells

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$142M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$23M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$13.9M
5
XLNX
Xilinx Inc
XLNX
+$2.1M

Sector Composition

Rank Sector Weight
1 Technology 4.76%
2 Healthcare 2.41%
3 Financials 2.37%
4 Consumer Discretionary 2.02%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEM icon
151
Newmont
NEM
$119B
$1.52M 0.04%
19,121
-400
-2% -$27.1K
USB icon
152
US Bancorp
USB
$99.6B
$1.52M 0.04%
28,538
-499
-2% -$28.7K
DVN icon
153
Devon Energy
DVN
$47.3B
$1.51M 0.04%
25,543
-949
-4% -$51.4K
FRC
154
DELISTED
First Republic Bank
FRC
$1.5M 0.04%
9,278
-186
-2% -$32.5K
NSC icon
155
Norfolk Southern
NSC
$75.1B
$1.46M 0.04%
5,129
-72
-1% -$19.8K
DOV icon
156
Dover
DOV
$28.4B
$1.45M 0.04%
9,224
-233
-2% -$38.2K
DLR icon
157
Digital Realty Trust
DLR
$71.7B
$1.44M 0.04%
10,132
-185
-2% -$26.7K
LPLA icon
158
LPL Financial
LPLA
$28.6B
$1.43M 0.04%
7,835
-205
-3% -$35.7K
GM icon
159
General Motors
GM
$76.8B
$1.43M 0.04%
32,665
-818
-2% -$40.8K
SRE icon
160
Sempra
SRE
$54.8B
$1.43M 0.04%
16,990
-320
-2% -$23K
DFS
161
DELISTED
Discover Financial Services
DFS
$1.41M 0.03%
12,797
-314
-2% -$36.9K
MKC icon
162
McCormick & Company Non-Voting
MKC
$14.2B
$1.41M 0.03%
14,133
-254
-2% -$24.8K
GE icon
163
GE Aerospace
GE
$384B
$1.4M 0.03%
24,606
-772
-3% -$46.1K
CHD icon
164
Church & Dwight Co
CHD
$24.5B
$1.4M 0.03%
14,046
-253
-2% -$25.2K
LH icon
165
Labcorp
LH
$25.9B
$1.4M 0.03%
6,165
-1,087
-15% -$256K
TDG icon
166
TransDigm Group
TDG
$67.7B
$1.38M 0.03%
2,115
-78
-4% -$50.1K
WELL icon
167
Welltower
WELL
$171B
$1.37M 0.03%
14,241
-521
-4% -$45.3K
APTV icon
168
Aptiv
APTV
$10.3B
$1.36M 0.03%
11,358
-393
-3% -$52.3K
TFC icon
169
Truist Financial
TFC
$64B
$1.35M 0.03%
23,836
-588
-2% -$36.3K
XYZ
170
Block Inc
XYZ
$47.5B
$1.34M 0.03%
9,903
+8,348
+537% +$1.01M
ALL icon
171
Allstate
ALL
$67.5B
$1.34M 0.03%
9,650
-340
-3% -$42.7K
TT icon
172
Trane Technologies
TT
$106B
$1.33M 0.03%
8,702
-285
-3% -$46.6K
XYL icon
173
Xylem
XYL
$28.1B
$1.31M 0.03%
15,429
-595
-4% -$57K
PCAR icon
174
PACCAR
PCAR
$70.1B
$1.31M 0.03%
22,316
-694
-3% -$42.3K
WMB icon
175
Williams Companies
WMB
$86.1B
$1.3M 0.03%
38,816
-1,423
-4% -$43.5K
5 6
7
8 9

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AI
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Sumitomo Life Insurance's Q1 2022 Portfolio in Review

As of Q1 2022, Sumitomo Life Insurance held 276 positions worth $4.04B, down 3.8% from $4.2B the previous quarter. Its ten largest holdings account for 85% of the portfolio.

Trading was light in Q1 2022: portfolio turnover was 2.9%. Sumitomo Life Insurance opened 3 new positions and exited 5, leaving the 276-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 4.8% of assets, down from 5.1% a quarter earlier, followed by Healthcare and Financials.

  • Sumitomo Life Insurance's largest Q1 2022 buy was State Street SPDR S&P 500 ETF Trust: 380,000 shares worth $172M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q1 2022, an estimated $89.4M increase.
  • Sumitomo Life Insurance's biggest Q1 2022 reduction was iShares TIPS Bond ETF, cutting an estimated $142M.
  • Sumitomo Life Insurance fully exited Xilinx Inc in Q1 2022, selling an estimated $2.1M.
  • Sumitomo Life Insurance's ten largest holdings make up 85% of its $4.04B portfolio in Q1 2022.
  • Sumitomo Life Insurance opened 3 new positions and closed 5 in Q1 2022.
  • Sumitomo Life Insurance's portfolio value fell 3.8% quarter-over-quarter to $4.04B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2022, filed 27 Apr 2022.