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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
NEM icon
201
Newmont
NEM
$119B
$837K 0.07%
17,070
-176
-1% -$8.53K
POOL icon
202
Pool Corp
POOL
$7.5B
$823K 0.07%
+2,402
New +$852K
NDAQ icon
203
Nasdaq
NDAQ
$52.9B
$819K 0.07%
14,980
-154
-1% -$8.9K
ECL icon
204
Ecolab
ECL
$79.9B
$817K 0.07%
4,933
-51
-1% -$7.95K
EXC icon
205
Exelon
EXC
$47B
$810K 0.07%
19,345
-198
-1% -$8.25K
FTV icon
206
Fortive
FTV
$18.6B
$795K 0.07%
15,475
-160
-1% -$8.05K
YETI icon
207
Yeti Holdings
YETI
$3.95B
$793K 0.07%
19,836
-150
-0.8% -$6.19K
MMM icon
208
3M
MMM
$94.3B
$767K 0.06%
8,726
-90
-1% -$8.49K
DHI icon
209
D.R. Horton
DHI
$42.3B
$753K 0.06%
7,713
-88
-1% -$8.39K
TREX icon
210
Trex
TREX
$5.01B
$747K 0.06%
15,349
-120
-0.8% -$6.07K
TFC icon
211
Truist Financial
TFC
$64B
$734K 0.06%
21,539
-220
-1% -$9.6K
MTCH icon
212
Match Group
MTCH
$8.55B
$729K 0.06%
19,000
-160
-0.8% -$6.98K
PH icon
213
Parker-Hannifin
PH
$135B
$729K 0.06%
2,170
-25
-1% -$8.28K
HWM icon
214
Howmet Aerospace
HWM
$112B
$727K 0.06%
+17,155
New +$703K
BAH icon
215
Booz Allen Hamilton
BAH
$9.15B
$717K 0.06%
7,738
-79
-1% -$7.49K
SYY icon
216
Sysco
SYY
$40.3B
$712K 0.06%
9,214
-94
-1% -$7.21K
AIG icon
217
American International
AIG
$41.3B
$710K 0.06%
14,107
-145
-1% -$8.47K
ARE icon
218
Alexandria Real Estate Equities
ARE
$8.56B
$704K 0.06%
5,605
-57
-1% -$8.37K
SPG icon
219
Simon Property Group
SPG
$72.3B
$693K 0.06%
6,188
-63
-1% -$7.52K
BALL icon
220
Ball Corp
BALL
$16.8B
$666K 0.06%
12,083
-136
-1% -$7.56K
TSN icon
221
Tyson Foods
TSN
$20.4B
$666K 0.06%
11,224
-116
-1% -$7.12K
WMG icon
222
Warner Music
WMG
$13.8B
$629K 0.05%
18,847
-213
-1% -$7.17K
SWK icon
223
Stanley Black & Decker
SWK
$15.7B
$624K 0.05%
7,738
-134
-2% -$11.3K
CE icon
224
Celanese
CE
$4.82B
$618K 0.05%
5,680
-94
-2% -$10.9K
DOW icon
225
Dow Inc
DOW
$21.2B
$606K 0.05%
11,052
-191
-2% -$10.7K
7 8
9
10 11

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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.