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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
+5.79%
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
$2.49B
AUM Growth
+$118M
Cap. Flow
-$5.35M
Cap. Flow %
-0.22%
Top 10 Hldgs %
73.19%
Holding
286
New
13
Increased
27
Reduced
240
Closed
5

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$94.9M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$23.4M
3
VNQ icon
Vanguard Real Estate ETF
VNQ
+$21.2M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$19.4M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$6.85M

Top Sells

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$104M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$28.2M
3
AAPL icon
Apple
AAPL
+$4.32M
4
AMZN icon
Amazon
AMZN
+$3.39M
5
V icon
Visa
V
+$2.19M

Sector Composition

Rank Sector Weight
1 Technology 7.78%
2 Financials 4.56%
3 Healthcare 4.26%
4 Consumer Discretionary 3.89%
5 Communication Services 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPG icon
226
Simon Property Group
SPG
$72.3B
$997K 0.04%
8,765
-361
-4% -$37.7K
HSY icon
227
Hershey
HSY
$36.6B
$985K 0.04%
6,227
-266
-4% -$40.1K
DHI icon
228
D.R. Horton
DHI
$42.3B
$973K 0.04%
10,917
-449
-4% -$35.1K
LFUS icon
229
Littelfuse
LFUS
$11.6B
$966K 0.04%
3,654
-150
-4% -$39.9K
EQR icon
230
Equity Residential
EQR
$25.1B
$950K 0.04%
13,263
-572
-4% -$37.9K
AIG icon
231
American International
AIG
$41.3B
$925K 0.04%
20,011
-868
-4% -$37.5K
WMG icon
232
Warner Music
WMG
$13.8B
$925K 0.04%
+26,945
New +$964K
IRM icon
233
Iron Mountain
IRM
$36.1B
$924K 0.04%
24,962
-1,069
-4% -$35.7K
TRU icon
234
TransUnion
TRU
$15.3B
$922K 0.04%
10,244
-419
-4% -$37.8K
SLB icon
235
SLB Ltd
SLB
$75B
$919K 0.04%
33,803
-1,390
-4% -$36.6K
BFAM icon
236
Bright Horizons
BFAM
$3.86B
$901K 0.04%
5,255
-2,223
-30% -$366K
LUV icon
237
Southwest Airlines
LUV
$23B
$901K 0.04%
14,757
-603
-4% -$32.1K
ROP icon
238
Roper Technologies
ROP
$39.8B
$897K 0.04%
2,225
-92
-4% -$36.9K
ZS icon
239
Zscaler
ZS
$27.3B
$891K 0.04%
+5,189
New +$1.03M
GO icon
240
Grocery Outlet
GO
$980M
$887K 0.04%
+24,031
New +$933K
KEY icon
241
KeyCorp
KEY
$24.4B
$887K 0.04%
44,393
-1,920
-4% -$37K
OKTA icon
242
Okta
OKTA
$25.8B
$884K 0.04%
4,012
-165
-4% -$41.5K
LVS icon
243
Las Vegas Sands
LVS
$29.6B
$844K 0.03%
13,890
-602
-4% -$35.2K
XEL icon
244
Xcel Energy
XEL
$48.8B
$844K 0.03%
12,683
-623
-5% -$39.4K
LW icon
245
Lamb Weston
LW
$7.19B
$829K 0.03%
10,703
-460
-4% -$36.3K
DOC icon
246
Healthpeak Properties
DOC
$14.8B
$826K 0.03%
26,016
-1,116
-4% -$33.9K
TER icon
247
Teradyne
TER
$59.3B
$826K 0.03%
6,790
-230
-3% -$28.9K
DOCU
248
DocuSign
DOCU
$11.5B
$821K 0.03%
4,054
-137
-3% -$31.8K
ALB icon
249
Albemarle
ALB
$15.5B
$793K 0.03%
5,424
-235
-4% -$37.7K
EQIX icon
250
Equinix
EQIX
$103B
$790K 0.03%
1,162
-51
-4% -$35K
8 9
10
11 12

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IWM
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Sumitomo Life Insurance's Q1 2021 Portfolio in Review

As of Q1 2021, Sumitomo Life Insurance held 286 positions worth $2.49B, up 5% from $2.37B the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Sumitomo Life Insurance's Q1 2021 filing shows 13 new, 27 increased, 240 reduced and 5 closed positions. Its largest new stake was Labcorp: 9,191 shares worth $2.01M. The largest sale was iShares TIPS Bond ETF, an estimated $104M.

By sector, the portfolio is most concentrated in Technology at 7.8% of assets, down from 8.6% a quarter earlier, followed by Financials and Healthcare.

  • Sumitomo Life Insurance's largest Q1 2021 buy was Labcorp: 9,191 shares worth $2.01M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q1 2021, an estimated $94.9M increase.
  • Sumitomo Life Insurance's biggest Q1 2021 reduction was Vanguard FTSE Emerging Markets ETF, cutting an estimated $28.2M.
  • Sumitomo Life Insurance fully exited iShares TIPS Bond ETF in Q1 2021, selling an estimated $104M.
  • Sumitomo Life Insurance's ten largest holdings make up 73% of its $2.49B portfolio in Q1 2021.
  • Sumitomo Life Insurance opened 13 new positions and closed 5 in Q1 2021.
  • Sumitomo Life Insurance's portfolio value rose 5% quarter-over-quarter to $2.49B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2021, filed 27 Apr 2021.