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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
SBUX icon
51
Starbucks
SBUX
$120B
$3.91M 0.09%
33,431
-2,502
-7% -$282K
QCOM icon
52
Qualcomm
QCOM
$168B
$3.87M 0.09%
21,159
-624
-3% -$99.9K
DHR icon
53
Danaher
DHR
$141B
$3.83M 0.09%
13,137
-443
-3% -$122K
MRK icon
54
Merck
MRK
$317B
$3.82M 0.09%
49,861
-1,606
-3% -$128K
LOW icon
55
Lowe's Companies
LOW
$122B
$3.8M 0.09%
14,705
-433
-3% -$103K
XOM icon
56
ExxonMobil
XOM
$642B
$3.72M 0.09%
60,739
-1,792
-3% -$112K
AXP icon
57
American Express
AXP
$231B
$3.7M 0.09%
22,640
-715
-3% -$122K
MRSH
58
Marsh
MRSH
$92.2B
$3.69M 0.09%
21,198
-634
-3% -$105K
EL icon
59
Estee Lauder
EL
$30.9B
$3.64M 0.09%
9,844
-293
-3% -$99.4K
KO icon
60
Coca-Cola
KO
$374B
$3.58M 0.09%
60,537
-1,786
-3% -$99.5K
INTC icon
61
Intel
INTC
$503B
$3.57M 0.09%
69,403
-2,048
-3% -$105K
SPGI icon
62
S&P Global
SPGI
$119B
$3.57M 0.09%
7,570
-199
-3% -$91K
SYK icon
63
Stryker
SYK
$129B
$3.57M 0.09%
13,361
+38
+0.3% +$9.97K
CSCO icon
64
Cisco
CSCO
$476B
$3.54M 0.08%
55,841
-1,648
-3% -$94.2K
SHW icon
65
Sherwin-Williams
SHW
$88.2B
$3.51M 0.08%
9,969
-863
-8% -$279K
EOG icon
66
EOG Resources
EOG
$71.4B
$3.48M 0.08%
39,186
-1,148
-3% -$103K
CMCSA icon
67
Comcast
CMCSA
$89.3B
$3.43M 0.08%
68,074
-20,612
-23% -$1.07M
EW icon
68
Edwards Lifesciences
EW
$51.5B
$3.28M 0.08%
25,325
-667
-3% -$77.8K
ORLY icon
69
O'Reilly Automotive
ORLY
$76.2B
$3.25M 0.08%
68,940
-2,025
-3% -$87.6K
IDXX icon
70
Idexx Laboratories
IDXX
$46.5B
$3.2M 0.08%
4,853
+84
+2% +$52.7K
ADP icon
71
Automatic Data Processing
ADP
$109B
$3.18M 0.08%
12,880
-381
-3% -$86.3K
KEYS icon
72
Keysight
KEYS
$57.6B
$3.16M 0.08%
15,294
-386
-2% -$72.2K
ADI icon
73
Analog Devices
ADI
$184B
$3.12M 0.07%
17,760
-540
-3% -$95.7K
VZ icon
74
Verizon
VZ
$195B
$3.12M 0.07%
60,052
-1,774
-3% -$92.6K
CTAS icon
75
Cintas
CTAS
$80.9B
$2.97M 0.07%
26,812
-768
-3% -$82.7K
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.