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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
-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
ABBV icon
51
AbbVie
ABBV
$431B
$3.61M 0.1%
33,447
-1,414
-4% -$162K
PFE icon
52
Pfizer
PFE
$149B
$3.6M 0.1%
83,630
-3,534
-4% -$157K
SYK icon
53
Stryker
SYK
$129B
$3.51M 0.09%
13,323
+5,951
+81% +$1.59M
SNPS icon
54
Synopsys
SNPS
$77.7B
$3.5M 0.09%
11,672
-428
-4% -$130K
INTU icon
55
Intuit
INTU
$88.1B
$3.4M 0.09%
6,305
+91
+1% +$49K
ZTS icon
56
Zoetis
ZTS
$32.4B
$3.4M 0.09%
17,510
-659
-4% -$133K
VZ icon
57
Verizon
VZ
$195B
$3.34M 0.09%
61,826
-2,613
-4% -$145K
MRSH
58
Marsh
MRSH
$92.2B
$3.31M 0.09%
21,832
+5,703
+35% +$863K
SPGI icon
59
S&P Global
SPGI
$119B
$3.3M 0.09%
7,769
-295
-4% -$128K
KO icon
60
Coca-Cola
KO
$374B
$3.27M 0.09%
62,323
-2,634
-4% -$147K
EOG icon
61
EOG Resources
EOG
$71.4B
$3.24M 0.09%
40,334
+21,849
+118% +$1.59M
C icon
62
Citigroup
C
$224B
$3.21M 0.09%
45,800
-1,935
-4% -$135K
CSCO icon
63
Cisco
CSCO
$476B
$3.13M 0.08%
57,489
-2,429
-4% -$136K
LOW icon
64
Lowe's Companies
LOW
$122B
$3.07M 0.08%
15,138
-640
-4% -$128K
ADI icon
65
Analog Devices
ADI
$184B
$3.06M 0.08%
18,300
+7,700
+73% +$1.29M
EL icon
66
Estee Lauder
EL
$30.9B
$3.04M 0.08%
10,137
+4,196
+71% +$1.37M
SHW icon
67
Sherwin-Williams
SHW
$88.2B
$3.03M 0.08%
10,832
+3,196
+42% +$935K
UNP icon
68
Union Pacific
UNP
$175B
$3.02M 0.08%
15,426
-577
-4% -$125K
TGT icon
69
Target
TGT
$66.8B
$3M 0.08%
13,131
-554
-4% -$139K
MTCH icon
70
Match Group
MTCH
$8.4B
$2.98M 0.08%
18,978
+9,758
+106% +$1.49M
IDXX icon
71
Idexx Laboratories
IDXX
$46.5B
$2.97M 0.08%
4,769
+1,304
+38% +$876K
HON icon
72
Honeywell
HON
$76.3B
$2.95M 0.08%
14,766
-625
-4% -$133K
EW icon
73
Edwards Lifesciences
EW
$51.5B
$2.94M 0.08%
25,992
-984
-4% -$112K
ISRG icon
74
Intuitive Surgical
ISRG
$132B
$2.94M 0.08%
8,865
-261
-3% -$87.6K
ORLY icon
75
O'Reilly Automotive
ORLY
$76.2B
$2.89M 0.08%
70,965
+22,335
+46% +$894K
1 2
3
4 5

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AI
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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.