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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
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$784B
$156M 13.09%
380,000
– –
TIP icon
2
iShares TIPS Bond ETF
TIP
$14.5B
$144M 12.15%
1,309,485
+942,207
+257% +$102M
VWO icon
3
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$116M 9.74%
+2,864,206
New +$117M
EMB icon
4
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$74M 6.23%
857,726
+227,389
+36% +$19.6M
BKLN icon
5
Invesco Senior Loan ETF
BKLN
$6.97B
$51.1M 4.3%
2,455,716
+845,367
+52% +$17.7M
AAPL icon
6
Apple
AAPL
$4.9T
$40.2M 3.38%
243,709
-2,143
-0.9% -$316K
VNQ icon
7
Vanguard Real Estate ETF
VNQ
$39.4B
$34.3M 2.89%
+413,331
New +$35.5M
MSFT icon
8
Microsoft
MSFT
$3.35T
$34.1M 2.87%
118,335
-475
-0.4% -$121K
GSG icon
9
iShares S&P GSCI Commodity-Indexed Trust
GSG
$995M
$31.7M 2.67%
1,576,208
+702,716
+80% +$14.3M
NVDA icon
10
NVIDIA
NVDA
$4.72T
$15.1M 1.27%
542,480
-3,600
-0.7% -$77.9K
AMZN icon
11
Amazon
AMZN
$2.53T
$12.9M 1.09%
125,333
-941
-0.7% -$90.9K
GOOGL icon
12
Alphabet (Google) Class A
GOOGL
$4.08T
$12.4M 1.04%
119,369
-765
-0.6% -$73.4K
GOOG icon
13
Alphabet (Google) Class C
GOOG
$4.08T
$9.63M 0.81%
92,605
+1,432
+2% +$138K
UNH icon
14
UnitedHealth
UNH
$383B
$8.43M 0.71%
17,833
+208
+1% +$100K
V icon
15
Visa
V
$673B
$8M 0.67%
35,485
-231
-0.6% -$51.4K
META icon
16
Meta Platforms (Facebook)
META
$1.37T
$7.77M 0.65%
36,675
+2,926
+9% +$498K
JPM icon
17
JPMorgan Chase
JPM
$933B
$7.56M 0.64%
58,015
-866
-1% -$119K
TSLA icon
18
Tesla
TSLA
$1.22T
$7.13M 0.6%
34,353
-253
-0.7% -$44.1K
LLY icon
19
Eli Lilly
LLY
$1.03T
$7.06M 0.59%
20,566
+127
+0.6% +$42.8K
HD icon
20
Home Depot
HD
$332B
$6.21M 0.52%
21,034
-134
-0.6% -$41.1K
CVX icon
21
Chevron
CVX
$383B
$6.04M 0.51%
37,023
-272
-0.7% -$45.6K
XOM icon
22
ExxonMobil
XOM
$651B
$5.86M 0.49%
53,458
-393
-0.7% -$43.5K
TMO icon
23
Thermo Fisher Scientific
TMO
$214B
$5.61M 0.47%
9,730
-241
-2% -$136K
JNJ icon
24
Johnson & Johnson
JNJ
$617B
$5.42M 0.46%
34,946
-256
-0.7% -$41.3K
BRK.B icon
25
Berkshire Hathaway Class B
BRK.B
$1.1T
$5M 0.42%
16,180
-120
-0.7% -$37K
1
2 3 4 5

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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.