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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
+12.03%
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
$2.37B
AUM Growth
+$218M
Cap. Flow
-$25.2M
Cap. Flow %
-1.06%
Top 10 Hldgs %
71.95%
Holding
286
New
20
Increased
7
Reduced
244
Closed
13

Top Buys

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$37.8M
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$10.3M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.18M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$5.49M
5
SYK icon
Stryker
SYK
+$2.12M

Top Sells

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$9.33M
2
AAPL icon
Apple
AAPL
+$6.6M
3
MSFT icon
Microsoft
MSFT
+$3.07M
4
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$2.8M
5
AMZN icon
Amazon
AMZN
+$2.34M

Sector Composition

Rank Sector Weight
1 Technology 8.6%
2 Healthcare 4.68%
3 Financials 4.49%
4 Consumer Discretionary 4.07%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAC icon
26
Bank of America
BAC
$441B
$7.3M 0.31%
241,001
-18,114
-7% -$486K
TMO icon
27
Thermo Fisher Scientific
TMO
$214B
$6.37M 0.27%
13,665
-1,917
-12% -$899K
AVGO icon
28
Broadcom
AVGO
$2T
$6.28M 0.27%
143,480
-18,750
-12% -$731K
CMCSA icon
29
Comcast
CMCSA
$89.3B
$5.83M 0.25%
111,232
-9,514
-8% -$456K
PFE icon
30
Pfizer
PFE
$149B
$5.73M 0.24%
155,741
-21,929
-12% -$804K
DHR icon
31
Danaher
DHR
$141B
$5.68M 0.24%
28,831
-2,958
-9% -$593K
BRK.B icon
32
Berkshire Hathaway Class B
BRK.B
$1.13T
$5.62M 0.24%
24,214
-1,555
-6% -$342K
ABBV icon
33
AbbVie
ABBV
$431B
$5.56M 0.23%
51,866
-4,744
-8% -$456K
ACN icon
34
Accenture
ACN
$105B
$5.41M 0.23%
20,728
-1,520
-7% -$364K
MRK icon
35
Merck
MRK
$317B
$5.38M 0.23%
68,899
-4,427
-6% -$339K
INTC icon
36
Intel
INTC
$503B
$5.27M 0.22%
105,789
-28,352
-21% -$1.38M
PEP icon
37
PepsiCo
PEP
$189B
$5.09M 0.22%
34,352
-2,540
-7% -$361K
COST icon
38
Costco
COST
$421B
$5.01M 0.21%
13,306
-1,684
-11% -$629K
LLY icon
39
Eli Lilly
LLY
$1.06T
$4.97M 0.21%
29,423
-4,565
-13% -$682K
NEE icon
40
NextEra Energy
NEE
$176B
$4.92M 0.21%
63,703
-5,913
-8% -$442K
NFLX icon
41
Netflix
NFLX
$307B
$4.89M 0.21%
90,430
-8,440
-9% -$428K
NOW icon
42
ServiceNow
NOW
$121B
$4.8M 0.2%
43,605
-4,810
-10% -$500K
CRM icon
43
Salesforce
CRM
$153B
$4.76M 0.2%
21,371
-1,827
-8% -$444K
VZ icon
44
Verizon
VZ
$195B
$4.64M 0.2%
79,001
-13,591
-15% -$807K
TXN icon
45
Texas Instruments
TXN
$254B
$4.52M 0.19%
27,542
-2,017
-7% -$314K
ABT icon
46
Abbott
ABT
$187B
$4.52M 0.19%
41,268
-3,022
-7% -$328K
CVX icon
47
Chevron
CVX
$371B
$4.46M 0.19%
52,803
-1,895
-3% -$153K
MDT icon
48
Medtronic
MDT
$110B
$4.4M 0.19%
37,590
-2,754
-7% -$303K
KO icon
49
Coca-Cola
KO
$374B
$4.29M 0.18%
78,167
-27,401
-26% -$1.42M
NKE icon
50
Nike
NKE
$62.3B
$4.25M 0.18%
30,004
-2,803
-9% -$371K
1
2
3 4 5

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Sumitomo Life Insurance's Q4 2020 Portfolio in Review

As of Q4 2020, Sumitomo Life Insurance held 286 positions worth $2.37B, up 10% from $2.15B the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Sumitomo Life Insurance's Q4 2020 filing shows 20 new, 7 increased, 244 reduced and 13 closed positions. Its largest new stake was Vanguard Real Estate ETF: 124,000 shares worth $10.5M. The largest sale was iShares JPMorgan USD Emerging Markets Bond ETF, an estimated $9.33M.

By sector, the portfolio is most concentrated in Technology at 8.6% of assets, down from 9.3% a quarter earlier, followed by Healthcare and Financials.

  • Sumitomo Life Insurance's largest Q4 2020 buy was Vanguard Real Estate ETF: 124,000 shares worth $10.5M.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q4 2020, an estimated $37.8M increase.
  • Sumitomo Life Insurance's biggest Q4 2020 reduction was iShares JPMorgan USD Emerging Markets Bond ETF, cutting an estimated $9.33M.
  • Sumitomo Life Insurance fully exited Best Buy in Q4 2020, selling an estimated $2.17M.
  • Sumitomo Life Insurance's ten largest holdings make up 72% of its $2.37B portfolio in Q4 2020.
  • Sumitomo Life Insurance opened 20 new positions and closed 13 in Q4 2020.
  • Sumitomo Life Insurance's portfolio value rose 10% quarter-over-quarter to $2.37B.

Based on Sumitomo Life Insurance's 13F filing for Q4 2020, filed 5 Feb 2021.