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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
XOM icon
51
ExxonMobil
XOM
$634B
$4.18M 0.18%
101,379
-9,476
-9% -$355K
QCOM icon
52
Qualcomm
QCOM
$176B
$4.16M 0.18%
27,322
-2,580
-9% -$359K
MCD icon
53
McDonald's
MCD
$195B
$4.14M 0.18%
19,308
-1,416
-7% -$308K
UNP icon
54
Union Pacific
UNP
$174B
$4.09M 0.17%
19,667
-2,526
-11% -$505K
SNPS icon
55
Synopsys
SNPS
$79.7B
$4.09M 0.17%
15,771
-2,292
-13% -$529K
MU icon
56
Micron Technology
MU
$991B
$4.07M 0.17%
54,159
-7,158
-12% -$432K
UPS icon
57
United Parcel Service
UPS
$88.9B
$4.03M 0.17%
23,909
-2,308
-9% -$390K
ORCL icon
58
Oracle
ORCL
$423B
$3.99M 0.17%
61,639
-5,760
-9% -$343K
FIS icon
59
Fidelity National Information Services
FIS
$22.1B
$3.85M 0.16%
27,227
-2,815
-9% -$402K
ZTS icon
60
Zoetis
ZTS
$30.5B
$3.77M 0.16%
22,751
-2,373
-9% -$386K
WMT icon
61
Walmart Inc
WMT
$890B
$3.75M 0.16%
77,931
-5,712
-7% -$277K
RTX icon
62
RTX Corp
RTX
$301B
$3.74M 0.16%
52,240
-6,018
-10% -$396K
HON icon
63
Honeywell
HON
$78B
$3.71M 0.16%
18,520
-1,733
-9% -$315K
AMGN icon
64
Amgen
AMGN
$222B
$3.68M 0.16%
16,004
-1,497
-9% -$345K
C icon
65
Citigroup
C
$226B
$3.54M 0.15%
57,443
-5,367
-9% -$273K
BMY icon
66
Bristol-Myers Squibb
BMY
$132B
$3.54M 0.15%
57,036
-4,178
-7% -$257K
ANSS
67
DELISTED
Ansys
ANSS
$3.46M 0.15%
9,496
-1,627
-15% -$545K
SBUX icon
68
Starbucks
SBUX
$120B
$3.45M 0.15%
32,220
-2,482
-7% -$237K
MDLZ icon
69
Mondelez International
MDLZ
$79.9B
$3.39M 0.14%
58,043
-7,410
-11% -$424K
WFC icon
70
Wells Fargo
WFC
$264B
$3.3M 0.14%
109,221
-10,207
-9% -$264K
CSCO icon
71
Cisco
CSCO
$479B
$3.29M 0.14%
73,462
-56,274
-43% -$2.31M
SPGI icon
72
S&P Global
SPGI
$120B
$3.25M 0.14%
9,885
-1,229
-11% -$415K
CAT icon
73
Caterpillar
CAT
$387B
$3.25M 0.14%
17,846
-1,754
-9% -$297K
IBM icon
74
IBM
IBM
$224B
$3.19M 0.13%
26,526
-2,477
-9% -$286K
CHTR icon
75
Charter Communications
CHTR
$18.2B
$3.16M 0.13%
4,779
-446
-9% -$284K
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.