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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
-4.71%
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
$4.04B
AUM Growth
-$160M
Cap. Flow
+$46.5M
Cap. Flow %
1.15%
Top 10 Hldgs %
85.02%
Holding
276
New
3
Increased
12
Reduced
251
Closed
5

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$169M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$89.4M
3
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.17M
4
AMD icon
Advanced Micro Devices
AMD
+$2M
5
JPM icon
JPMorgan Chase
JPM
+$1.69M

Top Sells

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$142M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$23M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$22.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$13.9M
5
XLNX
Xilinx Inc
XLNX
+$2.1M

Sector Composition

Rank Sector Weight
1 Technology 4.76%
2 Healthcare 2.41%
3 Financials 2.37%
4 Consumer Discretionary 2.02%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$872B
$2.57B 63.61%
5,667,817
+200,000
+4% +$89.4M
AAXJ icon
2
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.65B
$330M 8.15%
4,392,099
– –
SPY icon
3
State Street SPDR S&P 500 ETF Trust
SPY
$784B
$172M 4.25%
+380,000
New +$169M
TIP icon
4
iShares TIPS Bond ETF
TIP
$14.5B
$109M 2.7%
875,000
-1,125,000
-56% -$142M
BKLN icon
5
Invesco Senior Loan ETF
BKLN
$6.97B
$62.3M 1.54%
2,862,300
+145,000
+5% +$3.17M
AAPL icon
6
Apple
AAPL
$4.9T
$50.8M 1.26%
290,756
-4,244
-1% -$714K
VNQ icon
7
Vanguard Real Estate ETF
VNQ
$39.4B
$45.1M 1.12%
416,000
-131,000
-24% -$13.9M
MSFT icon
8
Microsoft
MSFT
$3.35T
$39.7M 0.98%
128,849
-1,656
-1% -$498K
GSG icon
9
iShares S&P GSCI Commodity-Indexed Trust
GSG
$995M
$34.2M 0.85%
1,510,000
-1,117,400
-43% -$23M
AMZN icon
10
Amazon
AMZN
$2.53T
$22.8M 0.57%
140,160
-2,080
-1% -$321K
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.08T
$17.3M 0.43%
124,680
-1,700
-1% -$231K
NVDA icon
12
NVIDIA
NVDA
$4.72T
$15.7M 0.39%
573,880
-12,200
-2% -$306K
GOOG icon
13
Alphabet (Google) Class C
GOOG
$4.08T
$14.1M 0.35%
101,200
-1,520
-1% -$207K
TSLA icon
14
Tesla
TSLA
$1.22T
$13.8M 0.34%
38,418
-570
-1% -$178K
META icon
15
Meta Platforms (Facebook)
META
$1.37T
$10M 0.25%
45,166
-651
-1% -$163K
UNH icon
16
UnitedHealth
UNH
$383B
$9.7M 0.24%
19,029
-273
-1% -$132K
JPM icon
17
JPMorgan Chase
JPM
$933B
$8.59M 0.21%
63,029
+11,460
+22% +$1.69M
V icon
18
Visa
V
$673B
$8.38M 0.21%
37,764
-623
-2% -$135K
VWO icon
19
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$7.61M 0.19%
165,000
-464,000
-74% -$22.3M
BAC icon
20
Bank of America
BAC
$433B
$7.38M 0.18%
178,919
-2,523
-1% -$114K
JNJ icon
21
Johnson & Johnson
JNJ
$617B
$6.93M 0.17%
39,079
-581
-1% -$98.9K
HD icon
22
Home Depot
HD
$332B
$6.64M 0.16%
22,194
-304
-1% -$105K
BRK.B icon
23
Berkshire Hathaway Class B
BRK.B
$1.1T
$6.39M 0.16%
18,096
-268
-1% -$86.7K
LLY icon
24
Eli Lilly
LLY
$1.03T
$6.31M 0.16%
22,023
-301
-1% -$77.5K
TMO icon
25
Thermo Fisher Scientific
TMO
$214B
$6.1M 0.15%
10,326
-140
-1% -$80.4K
1
2 3 4 5

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Sumitomo Life Insurance's Q1 2022 Portfolio in Review

As of Q1 2022, Sumitomo Life Insurance held 276 positions worth $4.04B, down 3.8% from $4.2B the previous quarter. Its ten largest holdings account for 85% of the portfolio.

Trading was light in Q1 2022: portfolio turnover was 2.9%. Sumitomo Life Insurance opened 3 new positions and exited 5, leaving the 276-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 4.8% of assets, down from 5.1% a quarter earlier, followed by Healthcare and Financials.

  • Sumitomo Life Insurance's largest Q1 2022 buy was State Street SPDR S&P 500 ETF Trust: 380,000 shares worth $172M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q1 2022, an estimated $89.4M increase.
  • Sumitomo Life Insurance's biggest Q1 2022 reduction was iShares TIPS Bond ETF, cutting an estimated $142M.
  • Sumitomo Life Insurance fully exited Xilinx Inc in Q1 2022, selling an estimated $2.1M.
  • Sumitomo Life Insurance's ten largest holdings make up 85% of its $4.04B portfolio in Q1 2022.
  • Sumitomo Life Insurance opened 3 new positions and closed 5 in Q1 2022.
  • Sumitomo Life Insurance's portfolio value fell 3.8% quarter-over-quarter to $4.04B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2022, filed 27 Apr 2022.