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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
+3.76%
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
$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 Technology 7.8%
2 Healthcare 3.71%
3 Financials 3.13%
4 Consumer Discretionary 2.85%
5 Communication Services 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VYM icon
1
Vanguard High Dividend Yield ETF
VYM
$80.9B
$1.07B 47.14%
+10,184,502
New +$1.07B
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$784B
$161M 7.07%
380,000
– –
VWO icon
3
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$138M 6.05%
3,380,569
+516,363
+18% +$20.8M
EMB icon
4
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$110M 4.82%
1,267,305
+409,579
+48% +$35M
BKLN icon
5
Invesco Senior Loan ETF
BKLN
$6.97B
$62.2M 2.74%
2,955,725
+500,009
+20% +$10.4M
AAPL icon
6
Apple
AAPL
$4.9T
$43.1M 1.9%
222,289
-21,420
-9% -$3.73M
MSFT icon
7
Microsoft
MSFT
$3.35T
$37.5M 1.65%
110,243
-8,092
-7% -$2.54M
GSG icon
8
iShares S&P GSCI Commodity-Indexed Trust
GSG
$995M
$36.1M 1.59%
1,850,982
+274,774
+17% +$5.41M
VNQ icon
9
Vanguard Real Estate ETF
VNQ
$39.4B
$33.6M 1.48%
402,119
-11,212
-3% -$919K
NVDA icon
10
NVIDIA
NVDA
$4.72T
$21.6M 0.95%
510,020
-32,460
-6% -$1.08M
IFRA icon
11
iShares US Infrastructure ETF
IFRA
$4.5B
$15.1M 0.67%
+404,300
New +$15.1M
AMZN icon
12
Amazon
AMZN
$2.53T
$14.9M 0.66%
114,282
-11,051
-9% -$1.26M
GOOGL icon
13
Alphabet (Google) Class A
GOOGL
$4.08T
$13.8M 0.61%
115,191
-4,178
-4% -$481K
VWOB icon
14
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.15B
$13.1M 0.57%
+212,100
New +$13.1M
GOOG icon
15
Alphabet (Google) Class C
GOOG
$4.08T
$10.2M 0.45%
84,638
-7,967
-9% -$922K
META icon
16
Meta Platforms (Facebook)
META
$1.37T
$9.98M 0.44%
34,763
-1,912
-5% -$472K
VOO icon
17
Vanguard S&P 500 ETF
VOO
$972B
$9.48M 0.42%
+24,500
New +$9.45M
LLY icon
18
Eli Lilly
LLY
$1.03T
$9.23M 0.41%
19,673
-893
-4% -$374K
USRT icon
19
iShares Core US REIT ETF
USRT
$4.65B
$8.9M 0.39%
+177,600
New +$8.89M
SCHP icon
20
Schwab US TIPS ETF
SCHP
$16.4B
$8.25M 0.36%
+310,200
New +$8.22M
TSLA icon
21
Tesla
TSLA
$1.22T
$8.2M 0.36%
31,324
-3,029
-9% -$606K
V icon
22
Visa
V
$673B
$8.01M 0.35%
33,737
-1,748
-5% -$400K
JPM icon
23
JPMorgan Chase
JPM
$933B
$7.92M 0.35%
54,439
-3,576
-6% -$492K
UNH icon
24
UnitedHealth
UNH
$383B
$7.78M 0.34%
16,180
-1,653
-9% -$808K
USHY icon
25
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.3B
$7.27M 0.32%
+207,000
New +$7.26M
1
2 3 4 5

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AI
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NCM
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DT
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IWM
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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 Technology at 7.8% of assets, down from 14% a quarter earlier, followed by Healthcare and Financials.

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.