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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
T icon
76
AT&T
T
$163B
$3.12M 0.13%
143,605
-70,046
-33% -$1.51M
LOW icon
77
Lowe's Companies
LOW
$125B
$3.05M 0.13%
18,988
-1,764
-9% -$287K
EW icon
78
Edwards Lifesciences
EW
$51.7B
$3.02M 0.13%
33,085
-4,750
-13% -$394K
DE icon
79
Deere & Co
DE
$168B
$3M 0.13%
11,164
-1,311
-11% -$326K
ADP icon
80
Automatic Data Processing
ADP
$108B
$2.99M 0.13%
16,944
-1,675
-9% -$275K
TGT icon
81
Target
TGT
$68B
$2.96M 0.13%
16,778
-1,626
-9% -$271K
BA icon
82
Boeing
BA
$185B
$2.93M 0.12%
13,668
-1,657
-11% -$319K
KEYS icon
83
Keysight
KEYS
$58.3B
$2.92M 0.12%
22,120
-3,448
-13% -$397K
AXP icon
84
American Express
AXP
$230B
$2.85M 0.12%
23,582
-3,697
-14% -$409K
TJX icon
85
TJX Companies
TJX
$178B
$2.78M 0.12%
40,658
-4,996
-11% -$304K
CSX icon
86
CSX Corp
CSX
$93.1B
$2.68M 0.11%
88,551
-10,536
-11% -$303K
BLK icon
87
Blackrock
BLK
$176B
$2.67M 0.11%
3,696
-444
-11% -$294K
ISRG icon
88
Intuitive Surgical
ISRG
$134B
$2.62M 0.11%
9,606
-1,131
-11% -$281K
AMT icon
89
American Tower
AMT
$80.4B
$2.59M 0.11%
11,553
-1,081
-9% -$251K
PTC icon
90
PTC
PTC
$16B
$2.51M 0.11%
20,998
-2,954
-12% -$294K
ELV icon
91
Elevance Health
ELV
$85.5B
$2.5M 0.11%
7,773
-923
-11% -$283K
ROK icon
92
Rockwell Automation
ROK
$49B
$2.48M 0.11%
9,908
-1,469
-13% -$359K
IQV icon
93
IQVIA
IQV
$39.3B
$2.47M 0.1%
13,793
-2,239
-14% -$377K
HCA icon
94
HCA Healthcare
HCA
$89.5B
$2.47M 0.1%
15,012
-1,762
-11% -$258K
BDX icon
95
Becton Dickinson
BDX
$48.2B
$2.46M 0.1%
10,087
-1,191
-11% -$278K
BSX icon
96
Boston Scientific
BSX
$71.5B
$2.45M 0.1%
68,254
-10,611
-13% -$382K
PH icon
97
Parker-Hannifin
PH
$135B
$2.44M 0.1%
8,951
-1,064
-11% -$264K
BKNG icon
98
Booking.com
BKNG
$161B
$2.42M 0.1%
27,150
-3,225
-11% -$249K
A icon
99
Agilent Technologies
A
$41.2B
$2.41M 0.1%
20,335
-7,368
-27% -$815K
ETN icon
100
Eaton
ETN
$174B
$2.37M 0.1%
19,724
-1,907
-9% -$216K
2 3
4
5 6

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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.