We are live on ! Find out more
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
A icon
176
Agilent Technologies
A
$39.9B
$1.13M 0.03%
9,469
+133
+1% +$16.4K
TSN icon
177
Tyson Foods
TSN
$20.6B
$1.1M 0.03%
12,819
+422
+3% +$37.8K
AWK icon
178
American Water Works
AWK
$26.8B
$1.1M 0.03%
7,368
+195
+3% +$29.7K
WY icon
179
Weyerhaeuser
WY
$18.3B
$1.09M 0.03%
32,970
+1,082
+3% +$41.3K
MMM icon
180
3M
MMM
$93.2B
$1.08M 0.03%
9,978
+326
+3% +$39.4K
COR icon
181
Cencora
COR
$63.2B
$1.08M 0.03%
7,611
+201
+3% +$30.7K
GM icon
182
General Motors
GM
$76.3B
$1.05M 0.03%
33,016
+351
+1% +$13.2K
BSX icon
183
Boston Scientific
BSX
$71.4B
$1.05M 0.03%
28,098
-16,187
-37% -$659K
OXY icon
184
Occidental Petroleum
OXY
$55.7B
$1.05M 0.03%
17,788
+254
+1% +$15.6K
HSY icon
185
Hershey
HSY
$36.8B
$1.04M 0.03%
4,859
+101
+2% +$22K
APTV icon
186
Aptiv
APTV
$9.61B
$1.03M 0.03%
11,571
+213
+2% +$21.7K
ACGL icon
187
Arch Capital
ACGL
$33.9B
$1.02M 0.03%
22,530
+320
+1% +$14.8K
GRMN
188
Garmin
GRMN
$58.2B
$1.01M 0.03%
10,249
+421
+4% +$44.3K
GTLS
189
DELISTED
Chart Industries
GTLS
$1M 0.03%
5,991
+85
+1% +$14.5K
AME icon
190
Ametek
AME
$57.6B
$994K 0.03%
9,048
+298
+3% +$36.2K
GE icon
191
GE Aerospace
GE
$389B
$993K 0.03%
25,035
+429
+2% +$20.8K
EXC icon
192
Exelon
EXC
$46.7B
$987K 0.03%
21,789
+24
+0.1% +$1.13K
LYB icon
193
LyondellBasell Industries
LYB
$19.8B
$983K 0.03%
11,239
+369
+3% +$38.4K
FDX icon
194
FedEx
FDX
$74.7B
$967K 0.03%
4,266
+61
+1% +$13K
SLB icon
195
SLB Ltd
SLB
$76.5B
$956K 0.03%
26,724
+380
+1% +$15.8K
BDX icon
196
Becton Dickinson
BDX
$48.8B
$955K 0.03%
3,875
+9
+0.2% +$2.29K
IRM icon
197
Iron Mountain
IRM
$36.3B
$947K 0.03%
19,459
+277
+1% +$14.6K
ITW icon
198
Illinois Tool Works
ITW
$84.8B
$940K 0.03%
5,159
+137
+3% +$27.4K
BALL icon
199
Ball Corp
BALL
$16.7B
$936K 0.03%
13,611
+259
+2% +$19.7K
SWK icon
200
Stanley Black & Decker
SWK
$15.3B
$932K 0.03%
8,888
+152
+2% +$18.7K
6 7
8
9 10

Similar funds

CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
NCM
Nearwater Capital Markets Dublin 4, Dublin, Ireland $4.24B AUM 66.03% 1-Year Est. Return
DT
DV Trading Chicago, Illinois $4.22B AUM
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

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.