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SLI

Sumitomo Life Insurance Portfolio holdings

AUM $6.12B
1-Year Est. Return 21.82%
This Fund
S&P 500
This Quarter Est. Return
+7.75%
1 Year Est. Return
+21.82%
3 Year Est. Return
+69.65%
5 Year Est. Return
+75.1%
10 Year Est. Return
+333.11%
AUM
$3.14B
AUM Growth
+$660M
Cap. Flow
+$449M
Cap. Flow %
14.26%
Top 10 Hldgs %
79.91%
Holding
289
New
8
Increased
6
Reduced
270
Closed
4

Top Buys

Rank Stock Value
1
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$232M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$225M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$95.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$56.5M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$25.6M

Top Sells

Rank Stock Value
1
BKLN icon
Invesco Senior Loan ETF
BKLN
+$37.6M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$29.2M
3
AAPL icon
Apple
AAPL
+$6.36M
4
MSFT icon
Microsoft
MSFT
+$5.43M
5
AMZN icon
Amazon
AMZN
+$3.75M

Sector Composition

Rank Sector Weight
1 Miscellaneous 76.25%
2 Technology 6.06%
3 Financials 3.51%
4 Healthcare 3.18%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TER icon
251
Teradyne
TER
$53.7B
$781K 0.02%
5,828
-962
-14% -$123K
DOC icon
252
Healthpeak Properties
DOC
$14B
$743K 0.02%
22,320
-3,696
-14% -$124K
LW icon
253
Lamb Weston
LW
$6.6B
$742K 0.02%
9,202
-1,501
-14% -$120K
XEL icon
254
Xcel Energy
XEL
$45.6B
$710K 0.02%
10,773
-1,910
-15% -$133K
KMI icon
255
Kinder Morgan
KMI
$68.3B
$704K 0.02%
38,642
-5,385
-12% -$96K
VFC icon
256
VF Corp
VFC
$5.04B
$691K 0.02%
8,424
-1,083
-11% -$90.3K
VMC icon
257
Vulcan Materials
VMC
$32.4B
$689K 0.02%
3,956
-672
-15% -$120K
LUV icon
258
Southwest Airlines
LUV
$19.2B
$687K 0.02%
12,941
-1,816
-12% -$109K
BFAM icon
259
Bright Horizons
BFAM
$3.29B
$682K 0.02%
4,639
-616
-12% -$92.1K
VLO icon
260
Valero Energy
VLO
$114B
$654K 0.02%
8,370
-1,164
-12% -$90.1K
LVS icon
261
Las Vegas Sands
LVS
$26.8B
$652K 0.02%
12,383
-1,507
-11% -$87K
TEAM icon
262
Atlassian
TEAM
$47.8B
$633K 0.02%
2,465
-324
-12% -$75.9K
OXY icon
263
Occidental Petroleum
OXY
$61.1B
$621K 0.02%
19,873
-2,988
-13% -$80.2K
TRUP icon
264
Trupanion
TRUP
$1.15B
$615K 0.02%
5,341
-737
-12% -$64.1K
IFF icon
265
International Flavors & Fragrances
IFF
$21.6B
$608K 0.02%
4,072
-579
-12% -$83.1K
WDC icon
266
Western Digital
WDC
$154B
$603K 0.02%
11,208
-1,632
-13% -$88.3K
IP icon
267
International Paper
IP
$18.1B
$585K 0.02%
10,084
-1,395
-12% -$79.6K
VTRS icon
268
Viatris
VTRS
$19.2B
$573K 0.02%
40,065
-5,407
-12% -$78.2K
IBN icon
269
ICICI Bank
IBN
$102B
$564K 0.02%
33,000
-11,100
-25% -$185K
BABA icon
270
Alibaba
BABA
$268B
$544K 0.02%
2,400
-900
-27% -$200K
CTVA icon
271
Corteva
CTVA
$55.3B
$522K 0.02%
11,780
-1,601
-12% -$74K
WBA
272
DELISTED
Walgreens Boots Alliance
WBA
$497K 0.02%
9,456
-1,103
-10% -$59.3K
IR icon
273
Ingersoll Rand
IR
$27.8B
$433K 0.01%
8,869
-1,273
-13% -$62.5K
INFY icon
274
Infosys
INFY
$45.1B
$411K 0.01%
19,400
-6,600
-25% -$126K
PDD icon
275
Pinduoduo
PDD
$110B
$406K 0.01%
3,200
-1,200
-27% -$156K
8 9 10
11
12

Similar funds

MF
Milford Funds Auckland $6.14B AUM
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Sumitomo Life Insurance's Q2 2021 Portfolio in Review

As of Q2 2021, Sumitomo Life Insurance held 289 positions worth $3.14B, up 27% from $2.49B the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Sumitomo Life Insurance deployed $449M of net new capital in Q2 2021, opening 8 new positions and adding to 6 existing holdings. Its largest new stake was iShares MSCI All Country Asia ex Japan ETF: 2,478,765 shares worth $234M.

By sector, the portfolio is most concentrated in Miscellaneous at 76% of assets, up from 68% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares S&P GSCI Commodity-Indexed Trust, an estimated $29.2M trimmed.

  • Sumitomo Life Insurance's largest Q2 2021 buy was iShares MSCI All Country Asia ex Japan ETF: 2,478,765 shares worth $234M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q2 2021, an estimated $225M increase.
  • Sumitomo Life Insurance's biggest Q2 2021 reduction was iShares S&P GSCI Commodity-Indexed Trust, cutting an estimated $29.2M.
  • Sumitomo Life Insurance fully exited Invesco Senior Loan ETF in Q2 2021, selling an estimated $37.6M.
  • Sumitomo Life Insurance's ten largest holdings make up 80% of its $3.14B portfolio in Q2 2021.
  • Sumitomo Life Insurance opened 8 new positions and closed 4 in Q2 2021.
  • Sumitomo Life Insurance's portfolio value rose 27% quarter-over-quarter to $3.14B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2021, filed 20 Jul 2021.