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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
NUE icon
151
Nucor
NUE
$60.1B
$1.29M 0.06%
7,865
-735
-9% -$107K
TRV icon
152
Travelers Companies
TRV
$79.2B
$1.25M 0.06%
7,205
-666
-8% -$117K
WWE
153
DELISTED
World Wrestling Entertainment
WWE
$1.23M 0.05%
11,373
-1,054
-8% -$109K
ZS icon
154
Zscaler
ZS
$31.3B
$1.23M 0.05%
8,394
+4,755
+131% +$581K
DFS
155
DELISTED
Discover Financial Services
DFS
$1.23M 0.05%
10,509
-990
-9% -$104K
DD icon
156
DuPont de Nemours
DD
$17.5B
$1.23M 0.05%
13,672
-1,277
-9% -$110K
ELV icon
157
Elevance Health
ELV
$90.7B
$1.22M 0.05%
2,754
-677
-20% -$312K
BSX icon
158
Boston Scientific
BSX
$64.2B
$1.22M 0.05%
22,512
-2,086
-8% -$109K
ENPH icon
159
Enphase Energy
ENPH
$4.76B
$1.22M 0.05%
7,269
+181
+3% +$32.3K
COR icon
160
Cencora
COR
$61.2B
$1.18M 0.05%
6,141
-574
-9% -$99.3K
AME icon
161
Ametek
AME
$53.7B
$1.17M 0.05%
7,241
-671
-8% -$98K
MO icon
162
Altria Group
MO
$117B
$1.16M 0.05%
25,615
-2,366
-8% -$107K
PEG icon
163
Public Service Enterprise Group
PEG
$35.2B
$1.15M 0.05%
18,429
-1,716
-9% -$107K
GIS icon
164
General Mills
GIS
$19.9B
$1.15M 0.05%
14,996
-1,454
-9% -$124K
CHD icon
165
Church & Dwight Co
CHD
$22.5B
$1.15M 0.05%
11,430
-1,075
-9% -$101K
DOV icon
166
Dover
DOV
$25.5B
$1.12M 0.05%
7,570
-706
-9% -$101K
SBUX icon
167
Starbucks
SBUX
$112B
$1.11M 0.05%
11,216
-1,051
-9% -$109K
CHTR icon
168
Charter Communications
CHTR
$16.6B
$1.09M 0.05%
2,970
-244
-8% -$83.3K
SLB icon
169
SLB Ltd
SLB
$79.5B
$1.07M 0.05%
21,787
-2,032
-9% -$96.9K
TREX icon
170
Trex
TREX
$4.39B
$1.07M 0.05%
16,247
+898
+6% +$50.1K
T icon
171
AT&T
T
$183B
$1.06M 0.05%
66,149
-5,957
-8% -$101K
XYZ
172
Block Inc
XYZ
$46.8B
$1.05M 0.05%
15,822
-3,958
-20% -$247K
ENTG icon
173
Entegris
ENTG
$20.1B
$1.05M 0.05%
9,497
-950
-9% -$86.6K
WMB icon
174
Williams Companies
WMB
$87B
$1.05M 0.05%
32,103
-2,995
-9% -$89.9K
ITW icon
175
Illinois Tool Works
ITW
$76.5B
$1.04M 0.05%
4,155
-411
-9% -$96.2K
5 6
7
8 9

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.