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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
-6.95%
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
$2.36B
AUM Growth
-$1.21B
Cap. Flow
-$1.03B
Cap. Flow %
-43.58%
Top 10 Hldgs %
80.44%
Holding
280
New
5
Increased
27
Reduced
228
Closed
14

Top Buys

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$44.9M
2
TIP icon
iShares TIPS Bond ETF
TIP
+$25.8M
3
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$15M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.28M
5
ABNB icon
Airbnb
ABNB
+$1.35M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.07B
2
AAPL icon
Apple
AAPL
+$5.96M
3
MSFT icon
Microsoft
MSFT
+$2.89M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.48M
5
AMZN icon
Amazon
AMZN
+$1.44M

Sector Composition

Rank Sector Weight
1 Technology 5.63%
2 Healthcare 3.4%
3 Financials 3.03%
4 Consumer Discretionary 2.54%
5 Communication Services 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHTR icon
176
Charter Communications
CHTR
$18.2B
$1M 0.04%
3,297
-394
-11% -$169K
LH icon
177
Labcorp
LH
$25.9B
$992K 0.04%
5,640
-633
-10% -$130K
TFC icon
178
Truist Financial
TFC
$64B
$986K 0.04%
22,643
-1,611
-7% -$77.5K
BSX icon
179
Boston Scientific
BSX
$71.5B
$978K 0.04%
25,260
-2,838
-10% -$114K
ACGL icon
180
Arch Capital
ACGL
$33.6B
$971K 0.04%
21,330
-1,200
-5% -$54.2K
COR icon
181
Cencora
COR
$61.2B
$959K 0.04%
7,088
-523
-7% -$75.1K
CMS icon
182
CMS Energy
CMS
$22.3B
$958K 0.04%
16,444
-1,247
-7% -$83.9K
DLR icon
183
Digital Realty Trust
DLR
$71.7B
$957K 0.04%
9,648
-659
-6% -$80.8K
MKC icon
184
McCormick & Company Non-Voting
MKC
$14.2B
$955K 0.04%
13,398
-980
-7% -$82.2K
GM icon
185
General Motors
GM
$76.8B
$953K 0.04%
29,686
-3,330
-10% -$122K
CHD icon
186
Church & Dwight Co
CHD
$24.5B
$952K 0.04%
13,322
-969
-7% -$83.6K
NDAQ icon
187
Nasdaq
NDAQ
$52.9B
$952K 0.04%
16,797
+18
+0.1% +$1.06K
MTCH icon
188
Match Group
MTCH
$8.55B
$950K 0.04%
19,888
+666
+3% +$41.8K
GTM
189
ZoomInfo Technologies
GTM
$1.22B
$944K 0.04%
+22,662
New +$962K
APTV icon
190
Aptiv
APTV
$10.3B
$931K 0.04%
11,909
+338
+3% +$32.4K
AME icon
191
Ametek
AME
$58.2B
$925K 0.04%
8,157
-891
-10% -$107K
SLB icon
192
SLB Ltd
SLB
$75B
$917K 0.04%
25,540
-1,184
-4% -$42.9K
WWE
193
DELISTED
World Wrestling Entertainment
WWE
$893K 0.04%
12,730
-1,467
-10% -$100K
AWK icon
194
American Water Works
AWK
$26.9B
$891K 0.04%
6,848
-520
-7% -$78.3K
WY icon
195
Weyerhaeuser
WY
$18.4B
$876K 0.04%
30,675
-2,295
-7% -$78.1K
GL icon
196
Globe Life
GL
$14.3B
$869K 0.04%
8,720
-465
-5% -$46.6K
GE icon
197
GE Aerospace
GE
$384B
$867K 0.04%
22,489
-2,546
-10% -$112K
ITW icon
198
Illinois Tool Works
ITW
$84.5B
$837K 0.04%
4,631
-528
-10% -$104K
WSC icon
199
WillScot Mobile Mini Holdings
WSC
$4.41B
$837K 0.04%
20,750
-1,004
-5% -$39.2K
MMM icon
200
3M
MMM
$94.3B
$831K 0.04%
8,996
-982
-10% -$108K
6 7
8
9 10

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AI
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NCM
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DT
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IWM
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Sumitomo Life Insurance's Q3 2022 Portfolio in Review

As of Q3 2022, Sumitomo Life Insurance held 280 positions worth $2.36B, down 34% from $3.57B the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Sumitomo Life Insurance withdrew a net $1.03B in Q3 2022, closing 14 positions and reducing 228 holdings. Its most notable exit was iShares Core S&P 500 ETF, an estimated $1.07B position sold in full.

By sector, the portfolio is most concentrated in Technology at 5.6% of assets, up from 4.3% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Sumitomo Life Insurance opened a new position in iShares JPMorgan USD Emerging Markets Bond ETF worth $41.7M.

  • Sumitomo Life Insurance's largest Q3 2022 buy was iShares JPMorgan USD Emerging Markets Bond ETF: 525,000 shares worth $41.7M.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q3 2022, an estimated $25.8M increase.
  • Sumitomo Life Insurance's biggest Q3 2022 reduction was Apple, cutting an estimated $5.96M.
  • Sumitomo Life Insurance fully exited iShares Core S&P 500 ETF in Q3 2022, selling an estimated $1.07B.
  • Sumitomo Life Insurance's ten largest holdings make up 80% of its $2.36B portfolio in Q3 2022.
  • Sumitomo Life Insurance opened 5 new positions and closed 14 in Q3 2022.
  • Sumitomo Life Insurance's portfolio value fell 34% quarter-over-quarter to $2.36B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2022, filed 31 Oct 2022.