SUMITOMO LIFE INSURANCE CO

Q1 2023 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
3/31/2023
Date filed
4/27/2023
Form type
13F-HR
Num holdings
256
Total value ($000)
$1,188,527
Net value change ($000)
-167,761 (-12.4%)
New positions
7
Sold out positions
13
Turnover %
57.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/18/2023 Next filing: 7/20/2023 SEC filing

Snapshot: Change Analysis

Compared to Q4 2022
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VWO 115,714 NEW
TIP 105,278 269.3%
VNQ 34,323 NEW
EMB 20,685 38.8%
BKLN 18,019 54.5%
GSG 13,169 71.0%
SPY 10,245 7.0%
AAPL 8,244 25.8%
NVDA 7,088 88.8%
MSFT 5,623 19.7%
Top Reduces (Value $000, Stocks/ETFs)
VYM -519,060 -100.0%
BAC -2,469 -44.5%
EOG -1,657 -33.3%
SCHW -1,408 -57.9%
LAD -1,152 -100.0%
DG -1,141 -53.9%
LH -1,121 -100.0%
MRK -1,107 -22.5%
FIS -1,084 -100.0%
DE -1,046 -39.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type