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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
CL icon
176
Colgate-Palmolive
CL
$74.4B
$1.02M 0.09%
13,644
-141
-1% -$10.5K
SCHW
177
Charles Schwab
SCHW
$187B
$1.02M 0.09%
19,517
-9,671
-33% -$708K
PNC icon
178
PNC Financial Services
PNC
$101B
$1.02M 0.09%
8,003
-83
-1% -$12.5K
OMC icon
179
Omnicom Group
OMC
$23.4B
$998K 0.08%
10,574
-108
-1% -$9.57K
OXY icon
180
Occidental Petroleum
OXY
$55.9B
$997K 0.08%
15,971
-163
-1% -$10.1K
DG icon
181
Dollar General
DG
$27.9B
$977K 0.08%
4,644
-3,956
-46% -$888K
DAR icon
182
Darling Ingredients
DAR
$9.44B
$971K 0.08%
+16,634
New +$1.05M
NSC icon
183
Norfolk Southern
NSC
$75.1B
$969K 0.08%
4,572
-47
-1% -$10.9K
ALL icon
184
Allstate
ALL
$67.5B
$968K 0.08%
8,736
-90
-1% -$11.4K
CMS icon
185
CMS Energy
CMS
$22.3B
$962K 0.08%
15,672
-160
-1% -$9.84K
APD icon
186
Air Products & Chemicals
APD
$67.6B
$954K 0.08%
3,321
-34
-1% -$9.92K
AWK icon
187
American Water Works
AWK
$26.9B
$950K 0.08%
6,487
-67
-1% -$9.92K
VLO icon
188
Valero Energy
VLO
$85.9B
$932K 0.08%
6,673
-69
-1% -$9.27K
LYB icon
189
LyondellBasell Industries
LYB
$19.2B
$924K 0.08%
9,840
-101
-1% -$9.39K
USB icon
190
US Bancorp
USB
$99.6B
$918K 0.08%
25,458
-262
-1% -$11.7K
GL icon
191
Globe Life
GL
$14.3B
$908K 0.08%
8,257
-85
-1% -$9.98K
D icon
192
Dominion Energy
D
$59.3B
$903K 0.08%
16,144
-168
-1% -$9.83K
GRMN
193
Garmin
GRMN
$60B
$903K 0.08%
8,952
-92
-1% -$8.98K
DLR icon
194
Digital Realty Trust
DLR
$71.7B
$890K 0.07%
9,049
-93
-1% -$9.8K
FDX icon
195
FedEx
FDX
$75.4B
$874K 0.07%
3,824
-43
-1% -$8.73K
MU icon
196
Micron Technology
MU
$991B
$872K 0.07%
14,449
-148
-1% -$8.67K
WY icon
197
Weyerhaeuser
WY
$18.4B
$869K 0.07%
28,852
-297
-1% -$9.36K
ENTG icon
198
Entegris
ENTG
$23.2B
$857K 0.07%
10,447
-6,246
-37% -$506K
BDX icon
199
Becton Dickinson
BDX
$48.2B
$848K 0.07%
3,427
-35
-1% -$8.56K
ALB icon
200
Albemarle
ALB
$15.5B
$842K 0.07%
3,808
-39
-1% -$9.61K
6 7
8
9 10

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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.