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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
+8.96%
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
$4.2B
AUM Growth
+$464M
Cap. Flow
+$148M
Cap. Flow %
3.52%
Top 10 Hldgs %
84.47%
Holding
280
New
10
Increased
17
Reduced
244
Closed
7

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$182M
2
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$96M
3
BKLN icon
Invesco Senior Loan ETF
BKLN
+$60M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$31.7M
5
LAD icon
Lithia Motors
LAD
+$1.77M

Top Sells

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$145M
2
TIP icon
iShares TIPS Bond ETF
TIP
+$41.3M
3
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$15.1M
4
MA icon
Mastercard
MA
+$1.65M
5
AAPL icon
Apple
AAPL
+$1.6M

Sector Composition

Rank Sector Weight
1 Technology 5.09%
2 Healthcare 2.48%
3 Financials 2.37%
4 Consumer Discretionary 2.2%
5 Communication Services 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IFF icon
251
International Flavors & Fragrances
IFF
$21.9B
$557K 0.01%
3,698
-122
-3% -$17.8K
IBN icon
252
ICICI Bank
IBN
$108B
$546K 0.01%
27,600
-200
-0.7% -$3.95K
OXY icon
253
Occidental Petroleum
OXY
$55.9B
$531K 0.01%
18,329
-581
-3% -$18.2K
LUV icon
254
Southwest Airlines
LUV
$23B
$520K 0.01%
12,133
-83
-0.7% -$3.9K
CTVA icon
255
Corteva
CTVA
$51.3B
$518K 0.01%
10,958
-164
-1% -$7.47K
WDC icon
256
Western Digital
WDC
$150B
$515K 0.01%
10,444
-156
-1% -$6.78K
PARA
257
DELISTED
Paramount Global Class B
PARA
$505K 0.01%
16,742
-116
-0.7% -$4K
IR icon
258
Ingersoll Rand
IR
$33.7B
$500K 0.01%
8,075
-226
-3% -$12.9K
VTRS icon
259
Viatris
VTRS
$18.9B
$499K 0.01%
36,884
-589
-2% -$7.87K
DOCU
260
DocuSign
DOCU
$11.5B
$492K 0.01%
3,231
-107
-3% -$24.4K
WBA
261
DELISTED
Walgreens Boots Alliance
WBA
$461K 0.01%
8,837
-131
-1% -$6.34K
LVS icon
262
Las Vegas Sands
LVS
$29.6B
$431K 0.01%
11,440
-181
-2% -$6.96K
IP icon
263
International Paper
IP
$22B
$416K 0.01%
8,855
-636
-7% -$31.4K
CF icon
264
CF Industries
CF
$17.3B
$376K 0.01%
5,319
-257
-5% -$16.1K
HAL icon
265
Halliburton
HAL
$26.6B
$335K 0.01%
14,644
-467
-3% -$11.1K
RGA icon
266
Reinsurance Group of America
RGA
$16.1B
$329K 0.01%
3,004
-89
-3% -$9.89K
ARMK icon
267
Aramark
ARMK
$14.7B
$316K 0.01%
11,879
-200
-2% -$5.23K
KR icon
268
Kroger
KR
$34.8B
$311K 0.01%
6,879
-166
-2% -$6.98K
HDB icon
269
HDFC Bank
HDB
$121B
$280K 0.01%
+8,600
New +$301K
MET icon
270
MetLife
MET
$62.1B
$275K 0.01%
4,393
-107
-2% -$6.71K
XYZ
271
Block Inc
XYZ
$47.5B
$251K 0.01%
+1,555
New +$337K
JXN icon
272
Jackson Financial
JXN
$8.8B
$75K ﹤0.01%
1,796
– –
KD icon
273
Kyndryl
KD
$3.05B
$74K ﹤0.01%
+4,076
New +$88K
EMB icon
274
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.7B
– –
-1,315,660
Closed -$145M
LMT icon
275
Lockheed Martin
LMT
$136B
– –
-4,527
Closed -$1.56M
8 9 10
11
12

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Sumitomo Life Insurance's Q4 2021 Portfolio in Review

As of Q4 2021, Sumitomo Life Insurance held 280 positions worth $4.2B, up 12% from $3.74B the previous quarter. Its ten largest holdings account for 84% of the portfolio.

Sumitomo Life Insurance deployed $148M of net new capital in Q4 2021, opening 10 new positions and adding to 17 existing holdings. Its largest new stake was Invesco Senior Loan ETF: 2,717,300 shares worth $60.1M.

By sector, the portfolio is most concentrated in Technology at 5.1% of assets, up from 5% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was iShares TIPS Bond ETF, an estimated $41.3M trimmed.

  • Sumitomo Life Insurance's largest Q4 2021 buy was Invesco Senior Loan ETF: 2,717,300 shares worth $60.1M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q4 2021, an estimated $182M increase.
  • Sumitomo Life Insurance's biggest Q4 2021 reduction was iShares TIPS Bond ETF, cutting an estimated $41.3M.
  • Sumitomo Life Insurance fully exited iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021, selling an estimated $145M.
  • Sumitomo Life Insurance's ten largest holdings make up 84% of its $4.2B portfolio in Q4 2021.
  • Sumitomo Life Insurance opened 10 new positions and closed 7 in Q4 2021.
  • Sumitomo Life Insurance's portfolio value rose 12% quarter-over-quarter to $4.2B.

Based on Sumitomo Life Insurance's 13F filing for Q4 2021, filed 4 Feb 2022.