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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
NOW icon
51
ServiceNow
NOW
$129B
$4.13M 0.17%
41,250
-2,355
-5% -$249K
WFC icon
52
Wells Fargo
WFC
$262B
$4.1M 0.16%
104,889
-4,332
-4% -$153K
C icon
53
Citigroup
C
$226B
$4.01M 0.16%
55,164
-2,279
-4% -$152K
KO icon
54
Coca-Cola
KO
$374B
$3.96M 0.16%
75,066
-3,101
-4% -$156K
TXN icon
55
Texas Instruments
TXN
$260B
$3.79M 0.15%
20,036
-7,506
-27% -$1.3M
PFE icon
56
Pfizer
PFE
$151B
$3.64M 0.15%
100,588
-55,153
-35% -$1.96M
HON icon
57
Honeywell
HON
$77.8B
$3.64M 0.15%
17,787
-733
-4% -$143K
CSCO icon
58
Cisco
CSCO
$476B
$3.57M 0.14%
69,097
-4,365
-6% -$205K
SNPS icon
59
Synopsys
SNPS
$79B
$3.57M 0.14%
14,411
-1,360
-9% -$345K
QCOM icon
60
Qualcomm
QCOM
$173B
$3.48M 0.14%
26,238
-1,084
-4% -$156K
LOW icon
61
Lowe's Companies
LOW
$124B
$3.47M 0.14%
18,235
-753
-4% -$129K
BMY icon
62
Bristol-Myers Squibb
BMY
$131B
$3.39M 0.14%
53,648
-3,388
-6% -$211K
ZTS icon
63
Zoetis
ZTS
$31.5B
$3.38M 0.14%
21,488
-1,263
-6% -$200K
SPGI icon
64
S&P Global
SPGI
$121B
$3.37M 0.14%
9,538
-347
-4% -$115K
BA icon
65
Boeing
BA
$183B
$3.34M 0.13%
13,125
-543
-4% -$121K
WMT icon
66
Walmart Inc
WMT
$889B
$3.32M 0.13%
73,305
-4,626
-6% -$214K
SBUX icon
67
Starbucks
SBUX
$121B
$3.31M 0.13%
30,307
-1,913
-6% -$201K
IBM icon
68
IBM
IBM
$221B
$3.25M 0.13%
25,473
-1,053
-4% -$126K
AXP icon
69
American Express
AXP
$230B
$3.22M 0.13%
22,793
-789
-3% -$104K
CAT icon
70
Caterpillar
CAT
$388B
$3.17M 0.13%
13,695
-4,151
-23% -$859K
FIS icon
71
Fidelity National Information Services
FIS
$21.9B
$3.17M 0.13%
22,533
-4,694
-17% -$641K
TGT icon
72
Target
TGT
$67B
$3.13M 0.13%
15,782
-996
-6% -$186K
ANSS
73
DELISTED
Ansys
ANSS
$3.12M 0.13%
9,200
-296
-3% -$105K
T icon
74
AT&T
T
$164B
$3.09M 0.12%
135,073
-8,532
-6% -$189K
KEYS icon
75
Keysight
KEYS
$58.1B
$3.06M 0.12%
21,325
-795
-4% -$113K
1 2
3
4 5

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AI
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NCM
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IWM
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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.