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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
VZ icon
51
Verizon
VZ
$214B
$3.61M 0.11%
64,439
-9,867
-13% -$566K
TXN icon
52
Texas Instruments
TXN
$241B
$3.59M 0.11%
18,656
-1,380
-7% -$259K
UNP icon
53
Union Pacific
UNP
$169B
$3.52M 0.11%
16,003
-2,985
-16% -$665K
KO icon
54
Coca-Cola
KO
$382B
$3.52M 0.11%
64,957
-10,109
-13% -$550K
PFE icon
55
Pfizer
PFE
$157B
$3.41M 0.11%
87,164
-13,424
-13% -$522K
ZTS icon
56
Zoetis
ZTS
$30.3B
$3.39M 0.11%
18,169
-3,319
-15% -$576K
C icon
57
Citigroup
C
$228B
$3.38M 0.11%
47,735
-7,429
-13% -$550K
SNPS icon
58
Synopsys
SNPS
$70.5B
$3.34M 0.11%
12,100
-2,311
-16% -$587K
SPGI icon
59
S&P Global
SPGI
$122B
$3.31M 0.11%
8,064
-1,474
-15% -$566K
TGT icon
60
Target
TGT
$70.1B
$3.31M 0.11%
13,685
-2,097
-13% -$459K
MU icon
61
Micron Technology
MU
$1.05T
$3.26M 0.1%
38,392
-10,975
-22% -$926K
QCOM icon
62
Qualcomm
QCOM
$201B
$3.25M 0.1%
22,705
-3,533
-13% -$478K
HON icon
63
Honeywell
HON
$64.5B
$3.18M 0.1%
15,391
-2,396
-13% -$506K
CSCO icon
64
Cisco
CSCO
$434B
$3.18M 0.1%
59,918
-9,179
-13% -$483K
AXP icon
65
American Express
AXP
$219B
$3.16M 0.1%
19,103
-3,690
-16% -$578K
BMY icon
66
Bristol-Myers Squibb
BMY
$130B
$3.11M 0.1%
46,522
-7,126
-13% -$465K
SBUX icon
67
Starbucks
SBUX
$110B
$3.09M 0.1%
27,656
-2,651
-9% -$300K
IBM icon
68
IBM
IBM
$234B
$3.09M 0.1%
22,042
-3,431
-13% -$469K
LOW icon
69
Lowe's Companies
LOW
$109B
$3.06M 0.1%
15,778
-2,457
-13% -$481K
INTU icon
70
Intuit
INTU
$88B
$3.05M 0.1%
6,214
-1,151
-16% -$499K
WMT icon
71
Walmart Inc
WMT
$858B
$2.99M 0.1%
63,561
-9,744
-13% -$454K
COF icon
72
Capital One
COF
$127B
$2.94M 0.09%
18,992
-2,956
-13% -$446K
CHTR icon
73
Charter Communications
CHTR
$16.8B
$2.86M 0.09%
3,970
-619
-13% -$417K
ISRG icon
74
Intuitive Surgical
ISRG
$133B
$2.8M 0.09%
9,126
-102
-1% -$28.6K
EW icon
75
Edwards Lifesciences
EW
$49.4B
$2.79M 0.09%
26,976
-4,951
-16% -$467K
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.