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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
INTC icon
26
Intel
INTC
$503B
$6.5M 0.26%
101,593
-4,196
-4% -$250K
AVGO icon
27
Broadcom
AVGO
$2T
$6.13M 0.25%
132,280
-11,200
-8% -$518K
TMO icon
28
Thermo Fisher Scientific
TMO
$214B
$6.01M 0.24%
13,179
-486
-4% -$232K
BRK.B icon
29
Berkshire Hathaway Class B
BRK.B
$1.13T
$5.78M 0.23%
22,640
-1,574
-7% -$382K
CMCSA icon
30
Comcast
CMCSA
$89.3B
$5.78M 0.23%
106,821
-4,411
-4% -$233K
ACN icon
31
Accenture
ACN
$105B
$5.39M 0.22%
19,497
-1,231
-6% -$318K
DHR icon
32
Danaher
DHR
$141B
$5.26M 0.21%
26,349
-2,482
-9% -$504K
LLY icon
33
Eli Lilly
LLY
$1.06T
$5.05M 0.2%
27,050
-2,373
-8% -$464K
CVX icon
34
Chevron
CVX
$371B
$4.81M 0.19%
45,930
-6,873
-13% -$671K
MRK icon
35
Merck
MRK
$317B
$4.76M 0.19%
64,731
-4,168
-6% -$307K
ABT icon
36
Abbott
ABT
$187B
$4.65M 0.19%
38,816
-2,452
-6% -$291K
PEP icon
37
PepsiCo
PEP
$189B
$4.57M 0.18%
32,311
-2,041
-6% -$280K
NFLX icon
38
Netflix
NFLX
$307B
$4.53M 0.18%
86,840
-3,590
-4% -$190K
COST icon
39
Costco
COST
$421B
$4.53M 0.18%
12,844
-462
-3% -$161K
NEE icon
40
NextEra Energy
NEE
$176B
$4.43M 0.18%
58,629
-5,074
-8% -$396K
MCD icon
41
McDonald's
MCD
$196B
$4.38M 0.18%
19,550
+242
+1% +$51.8K
ABBV icon
42
AbbVie
ABBV
$431B
$4.36M 0.18%
40,250
-11,616
-22% -$1.24M
MU icon
43
Micron Technology
MU
$996B
$4.36M 0.18%
49,367
-4,792
-9% -$407K
CRM icon
44
Salesforce
CRM
$153B
$4.35M 0.18%
20,524
-847
-4% -$189K
VZ icon
45
Verizon
VZ
$195B
$4.32M 0.17%
74,306
-4,695
-6% -$265K
UPS icon
46
United Parcel Service
UPS
$87.7B
$4.25M 0.17%
24,976
+1,067
+4% +$173K
NKE icon
47
Nike
NKE
$62.3B
$4.23M 0.17%
31,804
+1,800
+6% +$250K
UNP icon
48
Union Pacific
UNP
$175B
$4.18M 0.17%
18,988
-679
-3% -$143K
XOM icon
49
ExxonMobil
XOM
$642B
$4.18M 0.17%
74,853
-26,526
-26% -$1.39M
MDT icon
50
Medtronic
MDT
$110B
$4.18M 0.17%
35,357
-2,233
-6% -$262K
1
2
3 4 5

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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.