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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
-0.49%
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
$3.74B
AUM Growth
+$593M
Cap. Flow
+$624M
Cap. Flow %
16.69%
Top 10 Hldgs %
84.01%
Holding
288
New
3
Increased
27
Reduced
239
Closed
18

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$319M
2
TIP icon
iShares TIPS Bond ETF
TIP
+$202M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$77.8M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$69.5M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$44.1M

Top Sells

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$79.1M
2
AAPL icon
Apple
AAPL
+$3.71M
3
DHR icon
Danaher
DHR
+$2.06M
4
WFC icon
Wells Fargo
WFC
+$2.04M
5
COF icon
Capital One
COF
+$1.99M

Sector Composition

Rank Sector Weight
1 Technology 4.97%
2 Financials 2.7%
3 Healthcare 2.57%
4 Consumer Discretionary 2.33%
5 Communication Services 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OMC icon
226
Omnicom Group
OMC
$23.4B
$900K 0.02%
12,426
-522
-4% -$38.8K
IRM icon
227
Iron Mountain
IRM
$36.1B
$886K 0.02%
20,402
-927
-4% -$41.7K
EQR icon
228
Equity Residential
EQR
$25.1B
$885K 0.02%
10,936
-497
-4% -$41K
GL icon
229
Globe Life
GL
$14.3B
$863K 0.02%
9,697
-406
-4% -$37.9K
HSY icon
230
Hershey
HSY
$36.6B
$861K 0.02%
5,088
-231
-4% -$40.8K
DOCU
231
DocuSign
DOCU
$11.5B
$859K 0.02%
3,338
-140
-4% -$40.3K
SYY icon
232
Sysco
SYY
$40.3B
$848K 0.02%
10,798
-678
-6% -$51.7K
SLB icon
233
SLB Ltd
SLB
$75B
$831K 0.02%
28,041
-1,763
-6% -$50.5K
ROP icon
234
Roper Technologies
ROP
$39.8B
$818K 0.02%
1,833
-115
-6% -$55.1K
OKTA icon
235
Okta
OKTA
$25.8B
$784K 0.02%
3,305
-209
-6% -$51.9K
DHI icon
236
D.R. Horton
DHI
$42.3B
$763K 0.02%
9,088
-570
-6% -$52.5K
EQIX icon
237
Equinix
EQIX
$103B
$758K 0.02%
959
-63
-6% -$52.3K
DOW icon
238
Dow Inc
DOW
$21.2B
$747K 0.02%
12,971
-817
-6% -$50K
DOC icon
239
Healthpeak Properties
DOC
$14.8B
$724K 0.02%
21,634
-686
-3% -$24.3K
CALY
240
Callaway Golf Company
CALY
$3.14B
$691K 0.02%
24,996
-1,103
-4% -$33.6K
PARA
241
DELISTED
Paramount Global Class B
PARA
$666K 0.02%
16,858
-25,987
-61% -$1.06M
XEL icon
242
Xcel Energy
XEL
$48.8B
$653K 0.02%
10,442
-331
-3% -$22.4K
VMC icon
243
Vulcan Materials
VMC
$36.9B
$649K 0.02%
3,835
-121
-3% -$21.7K
LUV icon
244
Southwest Airlines
LUV
$23B
$628K 0.02%
12,216
-725
-6% -$36.6K
TER icon
245
Teradyne
TER
$59.3B
$617K 0.02%
5,649
-179
-3% -$21.8K
KMI icon
246
Kinder Morgan
KMI
$68.7B
$606K 0.02%
36,251
-2,391
-6% -$40.6K
PTC icon
247
PTC
PTC
$16B
$568K 0.02%
4,741
-8,024
-63% -$1.07M
OXY icon
248
Occidental Petroleum
OXY
$55.9B
$559K 0.02%
18,910
-963
-5% -$25.7K
VLO icon
249
Valero Energy
VLO
$85.9B
$553K 0.01%
7,840
-530
-6% -$35.3K
LW icon
250
Lamb Weston
LW
$7.19B
$547K 0.01%
8,919
-283
-3% -$19.2K
8 9
10
11 12

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AI
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NCM
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IWM
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Sumitomo Life Insurance's Q3 2021 Portfolio in Review

As of Q3 2021, Sumitomo Life Insurance held 288 positions worth $3.74B, up 19% from $3.14B the previous quarter. Its ten largest holdings account for 84% of the portfolio.

Sumitomo Life Insurance deployed $624M of net new capital in Q3 2021, opening 3 new positions and adding to 27 existing holdings. Its largest new stake was Trimble: 23,793 shares worth $1.96M.

By sector, the portfolio is most concentrated in Technology at 5% of assets, down from 6% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Apple, an estimated $3.71M trimmed.

  • Sumitomo Life Insurance's largest Q3 2021 buy was Trimble: 23,793 shares worth $1.96M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q3 2021, an estimated $319M increase.
  • Sumitomo Life Insurance's biggest Q3 2021 reduction was Apple, cutting an estimated $3.71M.
  • Sumitomo Life Insurance fully exited Vanguard FTSE Emerging Markets ETF in Q3 2021, selling an estimated $79.1M.
  • Sumitomo Life Insurance's ten largest holdings make up 84% of its $3.74B portfolio in Q3 2021.
  • Sumitomo Life Insurance opened 3 new positions and closed 18 in Q3 2021.
  • Sumitomo Life Insurance's portfolio value rose 19% quarter-over-quarter to $3.74B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2021, filed 25 Oct 2021.