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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
INFY icon
251
Infosys
INFY
$50.7B
$543K 0.01%
24,400
+5,000
+26% +$113K
VFC icon
252
VF Corp
VFC
$5.89B
$529K 0.01%
7,904
-520
-6% -$39.9K
IBN icon
253
ICICI Bank
IBN
$108B
$525K 0.01%
27,800
-5,200
-16% -$97.5K
IFF icon
254
International Flavors & Fragrances
IFF
$21.9B
$511K 0.01%
3,820
-252
-6% -$37K
VTRS icon
255
Viatris
VTRS
$18.9B
$508K 0.01%
37,473
-2,592
-6% -$36.8K
IP icon
256
International Paper
IP
$22B
$503K 0.01%
9,491
-593
-6% -$33K
CTVA icon
257
Corteva
CTVA
$51.3B
$468K 0.01%
11,122
-658
-6% -$28.5K
WDC icon
258
Western Digital
WDC
$150B
$452K 0.01%
10,600
-608
-5% -$28.9K
LVS icon
259
Las Vegas Sands
LVS
$29.6B
$425K 0.01%
11,621
-762
-6% -$32.7K
WBA
260
DELISTED
Walgreens Boots Alliance
WBA
$422K 0.01%
8,968
-488
-5% -$23.5K
IR icon
261
Ingersoll Rand
IR
$33.7B
$418K 0.01%
8,301
-568
-6% -$28.9K
TRUP icon
262
Trupanion
TRUP
$1.18B
$386K 0.01%
4,974
-367
-7% -$36.2K
RGA icon
263
Reinsurance Group of America
RGA
$16.1B
$344K 0.01%
3,093
-199
-6% -$22.7K
HAL icon
264
Halliburton
HAL
$26.6B
$327K 0.01%
15,111
-995
-6% -$20.4K
CF icon
265
CF Industries
CF
$17.3B
$311K 0.01%
5,576
-206
-4% -$9.89K
ARMK icon
266
Aramark
ARMK
$14.7B
$287K 0.01%
12,079
-731
-6% -$18.1K
KR icon
267
Kroger
KR
$34.8B
$285K 0.01%
7,045
-21,646
-75% -$909K
YUMC icon
268
Yum China
YUMC
$16.3B
$285K 0.01%
4,900
-600
-11% -$36.9K
MET icon
269
MetLife
MET
$62.1B
$278K 0.01%
4,500
-16,718
-79% -$1.01M
JXN icon
270
Jackson Financial
JXN
$8.8B
$47K ﹤0.01%
+1,796
New +$48.9K
BABA icon
271
Alibaba
BABA
$308B
– –
-2,400
Closed -$544K
BFAM icon
272
Bright Horizons
BFAM
$3.86B
– –
-4,639
Closed -$682K
DADA
273
DELISTED
Dada Nexus
DADA
– –
-7,300
Closed -$212K
EDU icon
274
New Oriental
EDU
$8.98B
– –
-3,720
Closed -$305K
HDB icon
275
HDFC Bank
HDB
$121B
– –
-9,000
Closed -$329K
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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IUHSA
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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.