We are live on ! Find out more
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
ACN icon
26
Accenture
ACN
$104B
$5.74M 0.15%
17,927
-345
-2% -$112K
LLY icon
27
Eli Lilly
LLY
$1.04T
$5.3M 0.14%
22,947
-886
-4% -$219K
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.12T
$5.17M 0.14%
18,928
-800
-4% -$225K
TXN icon
29
Texas Instruments
TXN
$254B
$5.12M 0.14%
26,631
+7,975
+43% +$1.52M
PG icon
30
Procter & Gamble
PG
$341B
$5.07M 0.14%
36,271
-11,753
-24% -$1.67M
CMCSA icon
31
Comcast
CMCSA
$87.8B
$4.96M 0.13%
88,686
-3,748
-4% -$219K
COST icon
32
Costco
COST
$418B
$4.69M 0.13%
10,446
-394
-4% -$173K
CRM icon
33
Salesforce
CRM
$158B
$4.62M 0.12%
17,039
-720
-4% -$183K
NFLX icon
34
Netflix
NFLX
$309B
$4.4M 0.12%
72,100
-3,050
-4% -$168K
NOW icon
35
ServiceNow
NOW
$121B
$4.17M 0.11%
33,495
-1,230
-4% -$149K
PEP icon
36
PepsiCo
PEP
$189B
$4.04M 0.11%
26,883
-1,137
-4% -$176K
AVGO icon
37
Broadcom
AVGO
$1.99T
$4.02M 0.11%
82,920
-3,690
-4% -$179K
SBUX icon
38
Starbucks
SBUX
$121B
$3.96M 0.11%
35,933
+8,277
+30% +$969K
AXP icon
39
American Express
AXP
$236B
$3.91M 0.1%
23,355
+4,252
+22% +$711K
MCD icon
40
McDonald's
MCD
$195B
$3.88M 0.1%
16,080
-637
-4% -$152K
CVX icon
41
Chevron
CVX
$366B
$3.87M 0.1%
38,134
-1,612
-4% -$161K
MRK icon
42
Merck
MRK
$317B
$3.87M 0.1%
51,467
-3,243
-6% -$247K
ABT icon
43
Abbott
ABT
$183B
$3.81M 0.1%
32,296
-1,364
-4% -$168K
INTC icon
44
Intel
INTC
$510B
$3.81M 0.1%
71,451
-3,180
-4% -$172K
NKE icon
45
Nike
NKE
$63B
$3.78M 0.1%
26,007
-1,010
-4% -$165K
NEE icon
46
NextEra Energy
NEE
$179B
$3.76M 0.1%
47,898
-1,831
-4% -$148K
UPS icon
47
United Parcel Service
UPS
$91.5B
$3.73M 0.1%
20,468
-806
-4% -$159K
MDT icon
48
Medtronic
MDT
$110B
$3.69M 0.1%
29,417
-1,244
-4% -$161K
XOM icon
49
ExxonMobil
XOM
$628B
$3.68M 0.1%
62,531
-2,644
-4% -$151K
DHR icon
50
Danaher
DHR
$140B
$3.67M 0.1%
13,580
-7,549
-36% -$2.06M
1
2
3 4 5

Similar funds

CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
NCM
Nearwater Capital Markets Dublin 4, Dublin, Ireland $4.24B AUM 66.03% 1-Year Est. Return
DT
DV Trading Chicago, Illinois $4.22B AUM
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

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.