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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
DIS icon
26
Walt Disney
DIS
$184B
$6.24M 0.2%
35,516
-5,526
-13% -$994K
TMO icon
27
Thermo Fisher Scientific
TMO
$237B
$5.63M 0.18%
11,171
-2,008
-15% -$947K
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.11T
$5.48M 0.17%
19,728
-2,912
-13% -$814K
LLY icon
29
Eli Lilly
LLY
$1.01T
$5.47M 0.17%
23,833
-3,217
-12% -$646K
ACN icon
30
Accenture
ACN
$118B
$5.39M 0.17%
18,272
-1,225
-6% -$351K
CMCSA icon
31
Comcast
CMCSA
$86.7B
$5.27M 0.17%
92,434
-14,387
-13% -$804K
DHR icon
32
Danaher
DHR
$147B
$5.03M 0.16%
21,129
-5,220
-20% -$1.16M
UPS icon
33
United Parcel Service
UPS
$87.1B
$4.42M 0.14%
21,274
-3,702
-15% -$741K
CRM icon
34
Salesforce
CRM
$210B
$4.34M 0.14%
17,759
-2,765
-13% -$637K
COST icon
35
Costco
COST
$400B
$4.29M 0.14%
10,840
-2,004
-16% -$758K
MRK icon
36
Merck
MRK
$355B
$4.25M 0.14%
54,710
-10,021
-15% -$745K
INTC icon
37
Intel
INTC
$513B
$4.19M 0.13%
74,631
-26,962
-27% -$1.58M
NKE icon
38
Nike
NKE
$53.7B
$4.17M 0.13%
27,017
-4,787
-15% -$644K
CVX icon
39
Chevron
CVX
$427B
$4.16M 0.13%
39,746
-6,184
-13% -$653K
PEP icon
40
PepsiCo
PEP
$185B
$4.15M 0.13%
28,020
-4,291
-13% -$625K
AVGO icon
41
Broadcom
AVGO
$1.62T
$4.13M 0.13%
86,610
-45,670
-35% -$2.12M
WFC icon
42
Wells Fargo
WFC
$271B
$4.11M 0.13%
90,762
-14,127
-13% -$631K
XOM icon
43
ExxonMobil
XOM
$696B
$4.11M 0.13%
65,175
-9,678
-13% -$578K
NFLX icon
44
Netflix
NFLX
$324B
$3.97M 0.13%
75,150
-11,690
-13% -$598K
ABBV icon
45
AbbVie
ABBV
$465B
$3.93M 0.12%
34,861
-5,389
-13% -$607K
ABT icon
46
Abbott
ABT
$177B
$3.9M 0.12%
33,660
-5,156
-13% -$601K
MCD icon
47
McDonald's
MCD
$179B
$3.86M 0.12%
16,717
-2,833
-14% -$659K
NOW icon
48
ServiceNow
NOW
$147B
$3.82M 0.12%
34,725
-6,525
-16% -$661K
MDT icon
49
Medtronic
MDT
$120B
$3.81M 0.12%
30,661
-4,696
-13% -$590K
NEE icon
50
NextEra Energy
NEE
$169B
$3.64M 0.12%
49,729
-8,900
-15% -$668K
1
2
3 4 5

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.