SUMITOMO LIFE INSURANCE CO

Q2 2023 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
6/30/2023
Date filed
7/20/2023
Form type
13F-HR
Num holdings
261
Total value ($000)
$2,273,598
Net value change ($000)
+1,085,071 (91.3%)
New positions
10
Sold out positions
5
Turnover %
56.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/27/2023 Next filing: 10/23/2023 SEC filing

Snapshot: Change Analysis

Compared to Q1 2023
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)
VYM 1,071,831 NEW
EMB 35,668 48.2%
VWO 21,808 18.8%
IFRA 15,121 NEW
VWOB 13,066 NEW
BKLN 11,109 21.7%
VOO 9,476 NEW
USRT 8,902 NEW
SCHP 8,250 NEW
USHY 7,269 NEW
Top Reduces (Value $000, Stocks/ETFs)
TIP -144,371 -100.0%
UNP -1,285 -38.3%
NEE -1,262 -35.2%
ABBV -1,044 -22.9%
TMO -729 -13.0%
CVX -729 -12.1%
VNQ -722 -2.1%
LOW -680 -26.3%
PRU -656 -44.9%
UNH -651 -7.7%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type