We are live on ! Find out more
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
DUK icon
176
Duke Energy
DUK
$92.3B
$1.04M 0.05%
11,566
-941
-8% -$88.8K
GM icon
177
General Motors
GM
$74.4B
$1.03M 0.05%
26,768
-2,497
-9% -$86.4K
DVN icon
178
Devon Energy
DVN
$54.6B
$1.01M 0.04%
20,964
-1,937
-8% -$97.4K
EA
179
DELISTED
Electronic Arts
EA
$1.01M 0.04%
7,810
-727
-9% -$92.1K
SCHW
180
Charles Schwab
SCHW
$184B
$1.01M 0.04%
17,837
-1,680
-9% -$88K
SRE icon
181
Sempra
SRE
$53.5B
$1.01M 0.04%
13,838
-1,278
-8% -$96K
MKC icon
182
McCormick & Company Non-Voting
MKC
$13.5B
$1M 0.04%
11,502
-1,077
-9% -$95.2K
HSY icon
183
Hershey
HSY
$34.5B
$985K 0.04%
3,946
-367
-9% -$96.3K
CCI icon
184
Crown Castle
CCI
$31.4B
$973K 0.04%
8,540
-693
-8% -$82.5K
DAR icon
185
Darling Ingredients
DAR
$10.5B
$970K 0.04%
15,210
-1,424
-9% -$86.8K
CL icon
186
Colgate-Palmolive
CL
$69.8B
$961K 0.04%
12,479
-1,165
-9% -$90.2K
NSC icon
187
Norfolk Southern
NSC
$71.7B
$946K 0.04%
4,173
-399
-9% -$84.8K
DLR icon
188
Digital Realty Trust
DLR
$67.3B
$939K 0.04%
8,247
-802
-9% -$79.3K
PNC icon
189
PNC Financial Services
PNC
$94.7B
$932K 0.04%
7,402
-601
-8% -$73.4K
A icon
190
Agilent Technologies
A
$43B
$929K 0.04%
7,725
-721
-9% -$91.9K
OMC icon
191
Omnicom Group
OMC
$21.9B
$919K 0.04%
9,657
-917
-9% -$85.1K
APD icon
192
Air Products & Chemicals
APD
$65B
$911K 0.04%
3,041
-280
-8% -$79.7K
AEP icon
193
American Electric Power
AEP
$66.1B
$891K 0.04%
10,587
-1,007
-9% -$88.9K
WY icon
194
Weyerhaeuser
WY
$16.1B
$883K 0.04%
26,346
-2,506
-9% -$75.4K
ALL icon
195
Allstate
ALL
$65.1B
$871K 0.04%
7,985
-751
-9% -$85.2K
FDX icon
196
FedEx
FDX
$72.1B
$862K 0.04%
3,479
-345
-9% -$79K
DHI icon
197
D.R. Horton
DHI
$39.5B
$855K 0.04%
7,030
-683
-9% -$74.7K
OXY icon
198
Occidental Petroleum
OXY
$61.1B
$852K 0.04%
14,497
-1,474
-9% -$88.4K
GRMN
199
Garmin
GRMN
$53.7B
$847K 0.04%
8,119
-833
-9% -$85.1K
AWK icon
200
American Water Works
AWK
$27.5B
$846K 0.04%
5,924
-563
-9% -$82.7K
6 7
8
9 10

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.