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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
PEG icon
151
Public Service Enterprise Group
PEG
$37.7B
$1.26M 0.11%
20,145
-207
-1% -$12.5K
DOV icon
152
Dover
DOV
$28.4B
$1.26M 0.11%
8,276
-85
-1% -$12.5K
MO icon
153
Altria Group
MO
$114B
$1.25M 0.11%
27,981
-289
-1% -$13.3K
CCI icon
154
Crown Castle
CCI
$32.2B
$1.24M 0.1%
9,233
-96
-1% -$13.3K
BSX icon
155
Boston Scientific
BSX
$71.5B
$1.23M 0.1%
24,598
-253
-1% -$11.9K
DUK icon
156
Duke Energy
DUK
$97.3B
$1.21M 0.1%
12,507
-130
-1% -$12.8K
SLB icon
157
SLB Ltd
SLB
$75B
$1.17M 0.1%
23,819
-245
-1% -$13K
A icon
158
Agilent Technologies
A
$41.2B
$1.17M 0.1%
8,446
-87
-1% -$12.7K
DVN icon
159
Devon Energy
DVN
$47.3B
$1.16M 0.1%
22,901
-236
-1% -$13.4K
TRMB icon
160
Trimble
TRMB
$13.9B
$1.16M 0.1%
22,035
-187
-0.8% -$9.98K
AME icon
161
Ametek
AME
$58.2B
$1.15M 0.1%
7,912
-81
-1% -$11.5K
CHTR icon
162
Charter Communications
CHTR
$18.2B
$1.15M 0.1%
3,214
-33
-1% -$12.3K
SRE icon
163
Sempra
SRE
$54.8B
$1.14M 0.1%
15,116
-156
-1% -$12K
DFS
164
DELISTED
Discover Financial Services
DFS
$1.14M 0.1%
11,499
-118
-1% -$12.6K
WWE
165
DELISTED
World Wrestling Entertainment
WWE
$1.13M 0.1%
12,427
-128
-1% -$10.9K
DDOG icon
166
Datadog
DDOG
$84B
$1.12M 0.09%
15,462
-159
-1% -$11.7K
ITW icon
167
Illinois Tool Works
ITW
$84.5B
$1.11M 0.09%
4,566
-47
-1% -$11K
CHD icon
168
Church & Dwight Co
CHD
$24.5B
$1.11M 0.09%
12,505
-129
-1% -$10.8K
HSY icon
169
Hershey
HSY
$36.6B
$1.1M 0.09%
4,313
-45
-1% -$10.6K
COR icon
170
Cencora
COR
$61.2B
$1.07M 0.09%
6,715
-69
-1% -$10.9K
GM icon
171
General Motors
GM
$76.8B
$1.07M 0.09%
29,265
-302
-1% -$11.4K
AEP icon
172
American Electric Power
AEP
$68.4B
$1.05M 0.09%
11,594
-120
-1% -$11K
WMB icon
173
Williams Companies
WMB
$86.1B
$1.05M 0.09%
35,098
-361
-1% -$11.2K
MKC icon
174
McCormick & Company Non-Voting
MKC
$14.2B
$1.05M 0.09%
12,579
-129
-1% -$9.84K
EA
175
DELISTED
Electronic Arts
EA
$1.03M 0.09%
8,537
-88
-1% -$10.3K
5 6
7
8 9

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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.