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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
VMC icon
251
Vulcan Materials
VMC
$36.9B
$781K 0.03%
4,628
-197
-4% -$31.9K
VFC icon
252
VF Corp
VFC
$5.89B
$760K 0.03%
9,507
-411
-4% -$33.4K
BABA icon
253
Alibaba
BABA
$308B
$748K 0.03%
3,300
-6,000
-65% -$1.47M
KMI icon
254
Kinder Morgan
KMI
$68.7B
$733K 0.03%
44,027
-1,890
-4% -$28.9K
DVN icon
255
Devon Energy
DVN
$47.3B
$728K 0.03%
33,323
-1,114
-3% -$22.9K
HAS icon
256
Hasbro
HAS
$13.2B
$720K 0.03%
+7,489
New +$711K
IBN icon
257
ICICI Bank
IBN
$108B
$707K 0.03%
44,100
+11,100
+34% +$181K
EDU icon
258
New Oriental
EDU
$8.98B
$700K 0.03%
5,000
-2,800
-36% -$489K
VLO icon
259
Valero Energy
VLO
$85.9B
$683K 0.03%
9,534
-323
-3% -$22K
IFF icon
260
International Flavors & Fragrances
IFF
$21.9B
$649K 0.03%
4,651
-199
-4% -$25.7K
WDC icon
261
Western Digital
WDC
$150B
$648K 0.03%
12,840
-616
-5% -$28.8K
VTRS icon
262
Viatris
VTRS
$18.9B
$635K 0.03%
45,472
-7,096
-13% -$116K
CTVA icon
263
Corteva
CTVA
$51.3B
$624K 0.03%
13,381
-453
-3% -$20K
OXY icon
264
Occidental Petroleum
OXY
$55.9B
$609K 0.02%
22,861
-966
-4% -$24.2K
PDD icon
265
Pinduoduo
PDD
$131B
$589K 0.02%
4,400
+100
+2% +$16.9K
IP icon
266
International Paper
IP
$22B
$588K 0.02%
11,479
-387
-3% -$18.8K
TEAM icon
267
Atlassian
TEAM
$37.8B
$588K 0.02%
2,789
-1,880
-40% -$437K
WBA
268
DELISTED
Walgreens Boots Alliance
WBA
$580K 0.02%
10,559
-16,732
-61% -$827K
IR icon
269
Ingersoll Rand
IR
$33.7B
$499K 0.02%
10,142
-193
-2% -$8.93K
INFY icon
270
Infosys
INFY
$50.7B
$487K 0.02%
+26,000
New +$471K
HDB icon
271
HDFC Bank
HDB
$121B
$474K 0.02%
12,200
+4,600
+61% +$180K
RGA icon
272
Reinsurance Group of America
RGA
$16.1B
$474K 0.02%
3,761
-116
-3% -$13.8K
TRUP icon
273
Trupanion
TRUP
$1.18B
$463K 0.02%
+6,078
New +$623K
YUMC icon
274
Yum China
YUMC
$16.3B
$438K 0.02%
7,400
+1,100
+17% +$65.7K
ARMK icon
275
Aramark
ARMK
$14.7B
$403K 0.02%
14,759
-324
-2% -$8.88K
8 9 10
11
12

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AI
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NCM
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DT
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IWM
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CW
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BG
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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.