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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
ECL icon
201
Ecolab
ECL
$77.4B
$841K 0.04%
4,505
-428
-9% -$73.7K
CMS icon
202
CMS Energy
CMS
$20.8B
$836K 0.04%
14,225
-1,447
-9% -$87.3K
MU icon
203
Micron Technology
MU
$1.05T
$829K 0.04%
13,128
-1,321
-9% -$84.9K
LYB icon
204
LyondellBasell Industries
LYB
$20.9B
$825K 0.04%
8,985
-855
-9% -$78.1K
POOL icon
205
Pool Corp
POOL
$6.19B
$822K 0.04%
2,193
-209
-9% -$71.5K
GL icon
206
Globe Life
GL
$13.4B
$821K 0.04%
7,494
-763
-9% -$82K
BDX icon
207
Becton Dickinson
BDX
$50.7B
$821K 0.04%
3,109
-318
-9% -$80.8K
PRU icon
208
Prudential Financial
PRU
$41.1B
$806K 0.04%
9,133
-8,537
-48% -$714K
YETI icon
209
Yeti Holdings
YETI
$2.92B
$798K 0.04%
20,544
+708
+4% +$27.4K
FTV icon
210
Fortive
FTV
$16.9B
$796K 0.04%
14,134
-1,341
-9% -$67.7K
BAH icon
211
Booz Allen Hamilton
BAH
$9.47B
$786K 0.03%
7,046
-692
-9% -$68.4K
HWM icon
212
Howmet Aerospace
HWM
$90.4B
$776K 0.03%
15,659
-1,496
-9% -$66.6K
ALB icon
213
Albemarle
ALB
$13.3B
$776K 0.03%
3,478
-330
-9% -$67.5K
PH icon
214
Parker-Hannifin
PH
$118B
$771K 0.03%
1,977
-193
-9% -$65.3K
D icon
215
Dominion Energy
D
$56.6B
$770K 0.03%
14,874
-1,270
-8% -$69K
USB icon
216
US Bancorp
USB
$95.6B
$767K 0.03%
23,201
-2,257
-9% -$72.9K
AIG icon
217
American International
AIG
$39.6B
$740K 0.03%
12,859
-1,248
-9% -$67K
DG icon
218
Dollar General
DG
$27.6B
$721K 0.03%
4,246
-398
-9% -$78.7K
EXC icon
219
Exelon
EXC
$43.8B
$715K 0.03%
17,539
-1,806
-9% -$74.7K
VLO icon
220
Valero Energy
VLO
$114B
$710K 0.03%
6,056
-617
-9% -$71.7K
NDAQ icon
221
Nasdaq
NDAQ
$50.1B
$681K 0.03%
13,652
-1,328
-9% -$71.9K
MMM icon
222
3M
MMM
$85.3B
$667K 0.03%
7,974
-752
-9% -$63.9K
SWK icon
223
Stanley Black & Decker
SWK
$13.5B
$665K 0.03%
7,096
-642
-8% -$53.1K
NEM icon
224
Newmont
NEM
$131B
$664K 0.03%
15,558
-1,512
-9% -$68.6K
VMC icon
225
Vulcan Materials
VMC
$32.4B
$660K 0.03%
2,928
-262
-8% -$50.2K
7 8
9
10 11

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.