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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
+12.03%
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
$2.37B
AUM Growth
+$218M
Cap. Flow
-$25.2M
Cap. Flow %
-1.06%
Top 10 Hldgs %
71.95%
Holding
286
New
20
Increased
7
Reduced
244
Closed
13

Top Buys

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$37.8M
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$10.3M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.18M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$5.49M
5
SYK icon
Stryker
SYK
+$2.12M

Top Sells

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$9.33M
2
AAPL icon
Apple
AAPL
+$6.6M
3
MSFT icon
Microsoft
MSFT
+$3.07M
4
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$2.8M
5
AMZN icon
Amazon
AMZN
+$2.34M

Sector Composition

Rank Sector Weight
1 Technology 8.6%
2 Healthcare 4.68%
3 Financials 4.49%
4 Consumer Discretionary 4.07%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SJM icon
226
J.M. Smucker
SJM
$12.8B
$983K 0.04%
8,504
-919
-10% -$107K
OMC icon
227
Omnicom Group
OMC
$23.4B
$973K 0.04%
15,603
-1,740
-10% -$99.5K
AVB icon
228
AvalonBay Communities
AVB
$26.8B
$970K 0.04%
6,046
-735
-11% -$117K
LFUS icon
229
Littelfuse
LFUS
$11.6B
$969K 0.04%
3,804
-459
-11% -$102K
COR icon
230
Cencora
COR
$61.2B
$966K 0.04%
9,880
-1,167
-11% -$117K
STT icon
231
State Street
STT
$50.7B
$946K 0.04%
12,997
-1,620
-11% -$110K
TOL icon
232
Toll Brothers
TOL
$14.5B
$937K 0.04%
21,557
-2,579
-11% -$120K
DOCU
233
DocuSign
DOCU
$11.5B
$932K 0.04%
+4,191
New +$941K
DOW icon
234
Dow Inc
DOW
$21.2B
$909K 0.04%
16,382
-19,297
-54% -$996K
XEL icon
235
Xcel Energy
XEL
$48.8B
$887K 0.04%
+13,306
New +$927K
LW icon
236
Lamb Weston
LW
$7.19B
$879K 0.04%
11,163
-1,494
-12% -$109K
EQIX icon
237
Equinix
EQIX
$103B
$866K 0.04%
1,213
-123
-9% -$91.6K
LVS icon
238
Las Vegas Sands
LVS
$29.6B
$864K 0.04%
14,492
-1,814
-11% -$96.7K
VFC icon
239
VF Corp
VFC
$5.89B
$847K 0.04%
9,918
-1,290
-12% -$103K
TER icon
240
Teradyne
TER
$59.3B
$842K 0.04%
7,020
-885
-11% -$90.4K
ALB icon
241
Albemarle
ALB
$15.5B
$835K 0.04%
5,659
-909
-14% -$108K
PPG icon
242
PPG Industries
PPG
$26.6B
$827K 0.03%
5,735
-642
-10% -$89.4K
DOC icon
243
Healthpeak Properties
DOC
$14.8B
$820K 0.03%
27,132
-3,266
-11% -$95K
EQR icon
244
Equity Residential
EQR
$25.1B
$820K 0.03%
13,835
-1,745
-11% -$98.6K
AIG icon
245
American International
AIG
$41.3B
$790K 0.03%
20,879
-3,242
-13% -$114K
DHI icon
246
D.R. Horton
DHI
$42.3B
$783K 0.03%
11,366
-1,308
-10% -$95.4K
SPG icon
247
Simon Property Group
SPG
$72.3B
$778K 0.03%
9,126
-1,228
-12% -$93.8K
SLB icon
248
SLB Ltd
SLB
$75B
$768K 0.03%
35,193
-4,734
-12% -$89.3K
IRM icon
249
Iron Mountain
IRM
$36.1B
$767K 0.03%
26,031
-2,835
-10% -$78.7K
PDD icon
250
Pinduoduo
PDD
$131B
$764K 0.03%
+4,300
New +$514K
8 9
10
11 12

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Sumitomo Life Insurance's Q4 2020 Portfolio in Review

As of Q4 2020, Sumitomo Life Insurance held 286 positions worth $2.37B, up 10% from $2.15B the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Sumitomo Life Insurance's Q4 2020 filing shows 20 new, 7 increased, 244 reduced and 13 closed positions. Its largest new stake was Vanguard Real Estate ETF: 124,000 shares worth $10.5M. The largest sale was iShares JPMorgan USD Emerging Markets Bond ETF, an estimated $9.33M.

By sector, the portfolio is most concentrated in Technology at 8.6% of assets, down from 9.3% a quarter earlier, followed by Healthcare and Financials.

  • Sumitomo Life Insurance's largest Q4 2020 buy was Vanguard Real Estate ETF: 124,000 shares worth $10.5M.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q4 2020, an estimated $37.8M increase.
  • Sumitomo Life Insurance's biggest Q4 2020 reduction was iShares JPMorgan USD Emerging Markets Bond ETF, cutting an estimated $9.33M.
  • Sumitomo Life Insurance fully exited Best Buy in Q4 2020, selling an estimated $2.17M.
  • Sumitomo Life Insurance's ten largest holdings make up 72% of its $2.37B portfolio in Q4 2020.
  • Sumitomo Life Insurance opened 20 new positions and closed 13 in Q4 2020.
  • Sumitomo Life Insurance's portfolio value rose 10% quarter-over-quarter to $2.37B.

Based on Sumitomo Life Insurance's 13F filing for Q4 2020, filed 5 Feb 2021.