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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
-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
VYM icon
1
Vanguard High Dividend Yield ETF
VYM
$80.9B
$1.26B 35.24%
+12,382,658
New +$1.34B
IVV icon
2
iShares Core S&P 500 ETF
IVV
$872B
$1.07B 30.07%
2,833,909
-2,833,908
-50% -$1.17B
AAXJ icon
3
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.65B
$304M 8.51%
4,392,099
– –
SPY icon
4
State Street SPDR S&P 500 ETF Trust
SPY
$784B
$143M 4.01%
380,000
– –
TIP icon
5
iShares TIPS Bond ETF
TIP
$14.5B
$102M 2.85%
895,000
+20,000
+2% +$2.37M
BKLN icon
6
Invesco Senior Loan ETF
BKLN
$6.97B
$54.4M 1.52%
2,685,300
-177,000
-6% -$3.75M
AAPL icon
7
Apple
AAPL
$4.9T
$40.6M 1.13%
296,600
+5,844
+2% +$885K
MSFT icon
8
Microsoft
MSFT
$3.35T
$33.9M 0.95%
131,956
+3,107
+2% +$843K
GSG icon
9
iShares S&P GSCI Commodity-Indexed Trust
GSG
$995M
$27.5M 0.77%
1,190,000
-320,000
-21% -$7.74M
AMZN icon
10
Amazon
AMZN
$2.53T
$14.9M 0.42%
139,922
-238
-0.2% -$29.8K
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.08T
$14.2M 0.4%
130,020
+5,340
+4% +$629K
GOOG icon
12
Alphabet (Google) Class C
GOOG
$4.08T
$11.6M 0.32%
105,960
+4,760
+5% +$562K
UNH icon
13
UnitedHealth
UNH
$383B
$10.2M 0.29%
19,921
+892
+5% +$448K
NVDA icon
14
NVIDIA
NVDA
$4.72T
$8.86M 0.25%
584,580
+10,700
+2% +$202K
TSLA icon
15
Tesla
TSLA
$1.22T
$8.8M 0.25%
39,192
+774
+2% +$211K
V icon
16
Visa
V
$673B
$7.58M 0.21%
38,475
+711
+2% +$147K
META icon
17
Meta Platforms (Facebook)
META
$1.37T
$7.42M 0.21%
46,048
+882
+2% +$170K
JPM icon
18
JPMorgan Chase
JPM
$933B
$7.23M 0.2%
64,236
+1,207
+2% +$150K
LLY icon
19
Eli Lilly
LLY
$1.03T
$7.17M 0.2%
22,103
+80
+0.4% +$24K
JNJ icon
20
Johnson & Johnson
JNJ
$617B
$7.08M 0.2%
39,867
+788
+2% +$140K
HD icon
21
Home Depot
HD
$332B
$6.2M 0.17%
22,605
+411
+2% +$121K
CVX icon
22
Chevron
CVX
$383B
$6.09M 0.17%
42,087
+5,630
+15% +$931K
TMO icon
23
Thermo Fisher Scientific
TMO
$214B
$5.71M 0.16%
10,515
+189
+2% +$104K
BAC icon
24
Bank of America
BAC
$433B
$5.68M 0.16%
182,328
+3,409
+2% +$123K
XOM icon
25
ExxonMobil
XOM
$651B
$5.22M 0.15%
60,984
+1,201
+2% +$108K
1
2 3 4 5

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AI
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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.