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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
-2.57%
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
$3.55B
AUM Growth
+$1.28B
Cap. Flow
+$1.14B
Cap. Flow %
32.13%
Top 10 Hldgs %
81.37%
Holding
263
New
2
Increased
61
Reduced
195
Closed
4

Top Buys

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$890M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$347M
3
VNQ icon
Vanguard Real Estate ETF
VNQ
+$29.8M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$24.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$23.9M

Top Sells

Rank Stock Value
1
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$131M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$83.4M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$31.7M
4
AAPL icon
Apple
AAPL
+$1.55M
5
NVDA icon
NVIDIA
NVDA
+$1.46M

Sector Composition

Rank Sector Weight
1 Technology 4.7%
2 Healthcare 2.23%
3 Financials 1.99%
4 Consumer Discretionary 1.79%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VYM icon
1
Vanguard High Dividend Yield ETF
VYM
$80.9B
$1.97B 55.37%
18,483,322
+8,298,820
+81% +$890M
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$784B
$506M 14.26%
1,160,000
+780,000
+205% +$347M
EMB icon
3
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$73.9M 2.08%
895,912
-371,393
-29% -$31.7M
GSG icon
4
iShares S&P GSCI Commodity-Indexed Trust
GSG
$995M
$66.4M 1.87%
2,950,982
+1,100,000
+59% +$23.6M
BKLN icon
5
Invesco Senior Loan ETF
BKLN
$6.97B
$62M 1.75%
2,955,725
– –
VNQ icon
6
Vanguard Real Estate ETF
VNQ
$39.4B
$57.7M 1.63%
763,216
+361,097
+90% +$29.8M
VWO icon
7
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$52.4M 1.48%
1,336,768
-2,043,801
-60% -$83.4M
AAPL icon
8
Apple
AAPL
$4.9T
$36.6M 1.03%
213,820
-8,469
-4% -$1.55M
MSFT icon
9
Microsoft
MSFT
$3.35T
$34.7M 0.98%
110,020
-223
-0.2% -$73.7K
VOO icon
10
Vanguard S&P 500 ETF
VOO
$972B
$33.4M 0.94%
83,000
+58,500
+239% +$23.9M
SCHP icon
11
Schwab US TIPS ETF
SCHP
$16.4B
$32.6M 0.92%
1,257,800
+947,600
+305% +$24.4M
IEMG icon
12
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$30.6M 0.86%
622,200
-2,642,674
-81% -$131M
USHY icon
13
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.3B
$29.1M 0.82%
829,900
+622,900
+301% +$21.9M
FEZ icon
14
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.41B
$22.8M 0.64%
513,900
+381,600
+288% +$17M
NVDA icon
15
NVIDIA
NVDA
$4.72T
$20.8M 0.58%
477,370
-32,650
-6% -$1.46M
VWOB icon
16
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.15B
$19.2M 0.54%
310,700
+98,600
+46% +$6.04M
IFRA icon
17
iShares US Infrastructure ETF
IFRA
$4.5B
$15.9M 0.45%
418,000
+13,700
+3% +$533K
GOOGL icon
18
Alphabet (Google) Class A
GOOGL
$4.08T
$15.4M 0.43%
117,525
+2,334
+2% +$302K
AMZN icon
19
Amazon
AMZN
$2.53T
$14.3M 0.4%
112,782
-1,500
-1% -$201K
USRT icon
20
iShares Core US REIT ETF
USRT
$4.65B
$12.5M 0.35%
245,200
+67,600
+38% +$3.46M
META icon
21
Meta Platforms (Facebook)
META
$1.37T
$11.2M 0.32%
37,279
+2,516
+7% +$758K
GOOG icon
22
Alphabet (Google) Class C
GOOG
$4.08T
$11.1M 0.31%
84,558
-80
-0.1% -$10.4K
LLY icon
23
Eli Lilly
LLY
$1.03T
$10.7M 0.3%
19,977
+304
+2% +$157K
JPM icon
24
JPMorgan Chase
JPM
$933B
$7.93M 0.22%
54,704
+265
+0.5% +$39.7K
V icon
25
Visa
V
$673B
$7.85M 0.22%
34,124
+387
+1% +$93K
1
2 3 4 5

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AI
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NCM
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Sumitomo Life Insurance's Q3 2023 Portfolio in Review

As of Q3 2023, Sumitomo Life Insurance held 263 positions worth $3.55B, up 56% from $2.27B the previous quarter. Its ten largest holdings account for 81% of the portfolio.

Sumitomo Life Insurance deployed $1.14B of net new capital in Q3 2023, opening 2 new positions and adding to 61 existing holdings. Its largest new stake was Lincoln Electric: 5,806 shares worth $1.06M.

By sector, the portfolio is most concentrated in Technology at 4.7% of assets, down from 7.8% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was iShares Core MSCI Emerging Markets ETF, an estimated $131M trimmed.

  • Sumitomo Life Insurance's largest Q3 2023 buy was Lincoln Electric: 5,806 shares worth $1.06M.
  • Sumitomo Life Insurance added most to Vanguard High Dividend Yield ETF in Q3 2023, an estimated $890M increase.
  • Sumitomo Life Insurance's biggest Q3 2023 reduction was iShares Core MSCI Emerging Markets ETF, cutting an estimated $131M.
  • Sumitomo Life Insurance fully exited World Wrestling Entertainment in Q3 2023, selling an estimated $1.23M.
  • Sumitomo Life Insurance's ten largest holdings make up 81% of its $3.55B portfolio in Q3 2023.
  • Sumitomo Life Insurance opened 2 new positions and closed 4 in Q3 2023.
  • Sumitomo Life Insurance's portfolio value rose 56% quarter-over-quarter to $3.55B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2023, filed 23 Oct 2023.