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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
NFLX icon
26
Netflix
NFLX
$307B
$5.85M 0.14%
97,130
+25,030
+35% +$1.6M
PG icon
27
Procter & Gamble
PG
$342B
$5.74M 0.14%
35,090
-1,181
-3% -$175K
PYPL icon
28
PayPal
PYPL
$51.1B
$5.61M 0.13%
29,760
-853
-3% -$185K
COST icon
29
Costco
COST
$421B
$5.6M 0.13%
9,859
-587
-6% -$301K
INTU icon
30
Intuit
INTU
$88.1B
$5.51M 0.13%
8,561
+2,256
+36% +$1.39M
BRK.B icon
31
Berkshire Hathaway Class B
BRK.B
$1.13T
$5.49M 0.13%
18,364
-564
-3% -$162K
AVGO icon
32
Broadcom
AVGO
$2T
$5.36M 0.13%
80,540
-2,380
-3% -$134K
NEE icon
33
NextEra Energy
NEE
$176B
$5.3M 0.13%
56,789
+8,891
+19% +$768K
DIS icon
34
Walt Disney
DIS
$181B
$5.12M 0.12%
33,062
-1,014
-3% -$164K
UNP icon
35
Union Pacific
UNP
$175B
$4.82M 0.11%
19,124
+3,698
+24% +$876K
PFE icon
36
Pfizer
PFE
$149B
$4.8M 0.11%
81,232
-2,398
-3% -$119K
MA icon
37
Mastercard
MA
$505B
$4.79M 0.11%
13,325
-4,758
-26% -$1.65M
TXN icon
38
Texas Instruments
TXN
$254B
$4.68M 0.11%
24,840
-1,791
-7% -$344K
PEP icon
39
PepsiCo
PEP
$189B
$4.53M 0.11%
26,082
-801
-3% -$131K
ABT icon
40
Abbott
ABT
$187B
$4.42M 0.11%
31,369
-927
-3% -$119K
ABBV icon
41
AbbVie
ABBV
$431B
$4.4M 0.1%
32,488
-959
-3% -$113K
CVX icon
42
Chevron
CVX
$371B
$4.34M 0.1%
37,000
-1,134
-3% -$129K
UPS icon
43
United Parcel Service
UPS
$87.8B
$4.27M 0.1%
19,920
-548
-3% -$111K
NOW icon
44
ServiceNow
NOW
$121B
$4.24M 0.1%
32,620
-875
-3% -$115K
NKE icon
45
Nike
NKE
$62.3B
$4.22M 0.1%
25,321
-686
-3% -$113K
CRM icon
46
Salesforce
CRM
$153B
$4.2M 0.1%
16,533
-506
-3% -$142K
SNPS icon
47
Synopsys
SNPS
$77.7B
$4.19M 0.1%
11,382
-290
-2% -$97.8K
ZTS icon
48
Zoetis
ZTS
$32.4B
$4.16M 0.1%
17,062
-448
-3% -$98.1K
ISRG icon
49
Intuitive Surgical
ISRG
$132B
$4.05M 0.1%
11,285
+2,420
+27% +$833K
MCD icon
50
McDonald's
MCD
$196B
$3.94M 0.09%
14,678
-1,402
-9% -$354K
1
2
3 4 5

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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.