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
ARE icon
201
Alexandria Real Estate Equities
ARE
$8.34B
$906K 0.03%
6,247
+89
+1% +$15.1K
APD icon
202
Air Products & Chemicals
APD
$66.8B
$895K 0.03%
3,720
+52
+1% +$12.6K
GL icon
203
Globe Life
GL
$14.4B
$895K 0.03%
9,185
+131
+1% +$12.8K
ALB icon
204
Albemarle
ALB
$14.8B
$891K 0.02%
4,262
+89
+2% +$19.9K
MU icon
205
Micron Technology
MU
$996B
$890K 0.02%
16,092
+337
+2% +$22.9K
WWE
206
DELISTED
World Wrestling Entertainment
WWE
$887K 0.02%
+14,197
New +$877K
ECL icon
207
Ecolab
ECL
$79.8B
$876K 0.02%
5,700
+251
+5% +$41.6K
SYY icon
208
Sysco
SYY
$40.4B
$868K 0.02%
10,241
+145
+1% +$12.1K
NDAQ icon
209
Nasdaq
NDAQ
$52.9B
$853K 0.02%
16,779
+240
+1% +$12.7K
NFLX icon
210
Netflix
NFLX
$307B
$822K 0.02%
47,030
-48,500
-51% -$1.08M
AIG icon
211
American International
AIG
$42.4B
$807K 0.02%
15,776
+332
+2% +$19.3K
VLO icon
212
Valero Energy
VLO
$87.3B
$800K 0.02%
7,528
+108
+1% +$12.8K
MCHP icon
213
Microchip Technology
MCHP
$40.5B
$772K 0.02%
13,294
+189
+1% +$12.5K
TREX icon
214
Trex
TREX
$4.93B
$771K 0.02%
14,164
+2,049
+17% +$124K
YETI icon
215
Yeti Holdings
YETI
$3.93B
$766K 0.02%
17,696
+271
+2% +$13.2K
OMC icon
216
Omnicom Group
OMC
$22.6B
$753K 0.02%
11,837
+168
+1% +$12.4K
EQR icon
217
Equity Residential
EQR
$25B
$752K 0.02%
10,417
+147
+1% +$11.7K
JLL icon
218
Jones Lang LaSalle
JLL
$16.7B
$733K 0.02%
4,191
+59
+1% +$11.8K
TOL icon
219
Toll Brothers
TOL
$14.1B
$732K 0.02%
16,402
+234
+1% +$10.9K
CE icon
220
Celanese
CE
$4.82B
$718K 0.02%
6,103
+86
+1% +$12.3K
FTV icon
221
Fortive
FTV
$18.4B
$710K 0.02%
17,325
+244
+1% +$10.8K
WSC icon
222
WillScot Mobile Mini Holdings
WSC
$4.67B
$705K 0.02%
+21,754
New +$770K
XEL icon
223
Xcel Energy
XEL
$48.1B
$698K 0.02%
9,866
+263
+3% +$19.1K
ROP icon
224
Roper Technologies
ROP
$39.3B
$690K 0.02%
1,749
+24
+1% +$10.4K
COF icon
225
Capital One
COF
$135B
$677K 0.02%
6,496
+92
+1% +$11.2K
7 8
9
10 11

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.