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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
AEP icon
176
American Electric Power
AEP
$68.4B
$1.28M 0.03%
12,820
-471
-4% -$43K
ARE icon
177
Alexandria Real Estate Equities
ARE
$8.56B
$1.24M 0.03%
6,158
-204
-3% -$39.8K
A icon
178
Agilent Technologies
A
$41.2B
$1.24M 0.03%
9,336
-302
-3% -$41.6K
GIS icon
179
General Mills
GIS
$19.7B
$1.23M 0.03%
18,127
-640
-3% -$42.9K
MU icon
180
Micron Technology
MU
$991B
$1.23M 0.03%
15,755
-625
-4% -$53.3K
SWK icon
181
Stanley Black & Decker
SWK
$15.7B
$1.22M 0.03%
8,736
-139
-2% -$23K
WY icon
182
Weyerhaeuser
WY
$18.4B
$1.21M 0.03%
31,888
-1,124
-3% -$44.6K
CMS icon
183
CMS Energy
CMS
$22.3B
$1.21M 0.03%
17,224
-632
-4% -$41K
BALL icon
184
Ball Corp
BALL
$16.8B
$1.2M 0.03%
13,352
-472
-3% -$42.9K
MMM icon
185
3M
MMM
$94.3B
$1.2M 0.03%
9,652
-314
-3% -$41.8K
EA
186
DELISTED
Electronic Arts
EA
$1.19M 0.03%
9,430
-300
-3% -$39K
BIIB icon
187
Biogen
BIIB
$30.7B
$1.19M 0.03%
5,654
-192
-3% -$41.8K
LPRO
188
DELISTED
Open Lending Corp
LPRO
$1.19M 0.03%
62,974
+35,594
+130% +$683K
AWK icon
189
American Water Works
AWK
$26.9B
$1.19M 0.03%
7,173
-264
-4% -$41.8K
GRMN
190
Garmin
GRMN
$60B
$1.17M 0.03%
9,828
-320
-3% -$38.5K
AME icon
191
Ametek
AME
$58.2B
$1.17M 0.03%
8,750
-309
-3% -$41.5K
COR icon
192
Cencora
COR
$61.2B
$1.15M 0.03%
7,410
-258
-3% -$36.5K
CL icon
193
Colgate-Palmolive
CL
$74.4B
$1.14M 0.03%
15,078
-532
-3% -$42.1K
LYB icon
194
LyondellBasell Industries
LYB
$19.2B
$1.12M 0.03%
10,870
-389
-3% -$38.8K
TSN icon
195
Tyson Foods
TSN
$20.4B
$1.11M 0.03%
12,397
-434
-3% -$39.6K
SLB icon
196
SLB Ltd
SLB
$75B
$1.09M 0.03%
26,344
-1,255
-5% -$49.2K
ACGL icon
197
Arch Capital
ACGL
$33.6B
$1.07M 0.03%
22,210
-824
-4% -$38.3K
IRM icon
198
Iron Mountain
IRM
$36.1B
$1.06M 0.03%
19,182
-687
-3% -$32.7K
ITW icon
199
Illinois Tool Works
ITW
$84.5B
$1.05M 0.03%
5,022
-185
-4% -$41.4K
YETI icon
200
Yeti Holdings
YETI
$3.95B
$1.04M 0.03%
17,425
-435
-2% -$28.1K
6 7
8
9 10

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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.