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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
-12.46%
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
$3.57B
AUM Growth
-$469M
Cap. Flow
+$133M
Cap. Flow %
3.72%
Top 10 Hldgs %
85.48%
Holding
278
New
7
Increased
239
Reduced
23
Closed
3

Top Buys

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.34B
2
TIP icon
iShares TIPS Bond ETF
TIP
+$2.37M
3
CVX icon
Chevron
CVX
+$931K
4
AAPL icon
Apple
AAPL
+$885K
5
WWE
World Wrestling Entertainment
WWE
+$877K

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.17B
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$45.1M
3
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$7.74M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.75M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.94M

Sector Composition

Rank Sector Weight
1 Technology 4.32%
2 Healthcare 2.57%
3 Financials 2.24%
4 Consumer Discretionary 1.71%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HCA icon
151
HCA Healthcare
HCA
$88.4B
$1.33M 0.04%
7,918
+154
+2% +$33.1K
CHD icon
152
Church & Dwight Co
CHD
$24.4B
$1.32M 0.04%
14,291
+245
+2% +$23.1K
COO icon
153
Cooper Companies
COO
$14.5B
$1.32M 0.04%
16,824
+292
+2% +$25.8K
SRE icon
154
Sempra
SRE
$55.4B
$1.3M 0.04%
17,284
+294
+2% +$23.6K
AON icon
155
Aon
AON
$76.1B
$1.29M 0.04%
4,787
+81
+2% +$23.3K
AEP icon
156
American Electric Power
AEP
$68.2B
$1.27M 0.04%
13,256
+436
+3% +$43.2K
PCAR icon
157
PACCAR
PCAR
$69.8B
$1.27M 0.04%
23,075
+759
+3% +$42.7K
ALL icon
158
Allstate
ALL
$70.4B
$1.26M 0.04%
9,977
+327
+3% +$42.8K
LH icon
159
Labcorp
LH
$25.4B
$1.26M 0.04%
6,273
+108
+2% +$23K
WMB icon
160
Williams Companies
WMB
$88.2B
$1.25M 0.04%
40,135
+1,319
+3% +$45.5K
CL icon
161
Colgate-Palmolive
CL
$74B
$1.25M 0.04%
15,590
+512
+3% +$40K
XYL icon
162
Xylem
XYL
$28.3B
$1.25M 0.03%
15,956
+527
+3% +$43.5K
DFS
163
DELISTED
Discover Financial Services
DFS
$1.23M 0.03%
13,021
+224
+2% +$24K
WELL icon
164
Welltower
WELL
$169B
$1.21M 0.03%
14,627
+386
+3% +$34.3K
MKC icon
165
McCormick & Company Non-Voting
MKC
$14B
$1.2M 0.03%
14,378
+245
+2% +$23.2K
CMS icon
166
CMS Energy
CMS
$22.3B
$1.19M 0.03%
17,691
+467
+3% +$32.2K
BIIB icon
167
Biogen
BIIB
$30.1B
$1.19M 0.03%
5,846
+192
+3% +$39.3K
NSC icon
168
Norfolk Southern
NSC
$76.9B
$1.19M 0.03%
5,219
+90
+2% +$22.1K
DD icon
169
DuPont de Nemours
DD
$19.7B
$1.18M 0.03%
16,939
+291
+2% +$23.8K
TT icon
170
Trane Technologies
TT
$106B
$1.17M 0.03%
8,999
+297
+3% +$41.1K
TDG icon
171
TransDigm Group
TDG
$69.5B
$1.17M 0.03%
2,173
+58
+3% +$34.2K
EA icon
172
Electronic Arts
EA
$1.16M 0.03%
9,566
+136
+1% +$17.3K
NEM icon
173
Newmont
NEM
$110B
$1.16M 0.03%
19,455
+334
+2% +$23.6K
TFC icon
174
Truist Financial
TFC
$64.5B
$1.15M 0.03%
24,254
+418
+2% +$20.6K
DOV icon
175
Dover
DOV
$28.4B
$1.14M 0.03%
9,386
+162
+2% +$21.9K
5 6
7
8 9

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AI
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NCM
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DT
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AC
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IWM
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CW
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Sumitomo Life Insurance's Q2 2022 Portfolio in Review

As of Q2 2022, Sumitomo Life Insurance held 278 positions worth $3.57B, down 12% from $4.04B the previous quarter. Its ten largest holdings account for 85% of the portfolio.

Sumitomo Life Insurance deployed $133M of net new capital in Q2 2022, opening 7 new positions and adding to 239 existing holdings. Its largest new stake was Vanguard High Dividend Yield ETF: 12,382,658 shares worth $1.26B.

By sector, the portfolio is most concentrated in Technology at 4.3% of assets, down from 4.8% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was iShares Core S&P 500 ETF, an estimated $1.17B trimmed.

  • Sumitomo Life Insurance's largest Q2 2022 buy was Vanguard High Dividend Yield ETF: 12,382,658 shares worth $1.26B.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q2 2022, an estimated $2.37M increase.
  • Sumitomo Life Insurance's biggest Q2 2022 reduction was iShares Core S&P 500 ETF, cutting an estimated $1.17B.
  • Sumitomo Life Insurance fully exited Vanguard Real Estate ETF in Q2 2022, selling an estimated $45.1M.
  • Sumitomo Life Insurance's ten largest holdings make up 85% of its $3.57B portfolio in Q2 2022.
  • Sumitomo Life Insurance opened 7 new positions and closed 3 in Q2 2022.
  • Sumitomo Life Insurance's portfolio value fell 12% quarter-over-quarter to $3.57B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2022, filed 22 Jul 2022.