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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
DE icon
76
Deere & Co
DE
$168B
$3.01M 0.12%
8,048
-3,116
-28% -$1.02M
ADP icon
77
Automatic Data Processing
ADP
$108B
$3M 0.12%
15,938
-1,006
-6% -$175K
CHTR icon
78
Charter Communications
CHTR
$18.2B
$2.83M 0.11%
4,589
-190
-4% -$119K
INTU icon
79
Intuit
INTU
$89B
$2.82M 0.11%
7,365
+3,874
+111% +$1.49M
COF icon
80
Capital One
COF
$134B
$2.79M 0.11%
21,948
-907
-4% -$107K
AMGN icon
81
Amgen
AMGN
$222B
$2.78M 0.11%
11,170
-4,834
-30% -$1.15M
APTV icon
82
Aptiv
APTV
$10.3B
$2.74M 0.11%
19,879
+7,040
+55% +$1.02M
CSX icon
83
CSX Corp
CSX
$93.1B
$2.73M 0.11%
85,041
-3,510
-4% -$107K
HCA icon
84
HCA Healthcare
HCA
$89.5B
$2.71M 0.11%
14,416
-596
-4% -$105K
PH icon
85
Parker-Hannifin
PH
$135B
$2.71M 0.11%
8,596
-355
-4% -$102K
BLK icon
86
Blackrock
BLK
$176B
$2.68M 0.11%
3,549
-147
-4% -$107K
EW icon
87
Edwards Lifesciences
EW
$51.7B
$2.67M 0.11%
31,927
-1,158
-4% -$97.9K
SCHW
88
Charles Schwab
SCHW
$187B
$2.66M 0.11%
40,824
-1,686
-4% -$102K
AMT icon
89
American Tower
AMT
$80.4B
$2.65M 0.11%
11,095
-458
-4% -$102K
PTC icon
90
PTC
PTC
$16B
$2.6M 0.1%
18,906
-2,092
-10% -$279K
ETN icon
91
Eaton
ETN
$174B
$2.6M 0.1%
18,811
-913
-5% -$118K
TJX icon
92
TJX Companies
TJX
$178B
$2.58M 0.1%
39,045
-1,613
-4% -$108K
IQV icon
93
IQVIA
IQV
$39.3B
$2.58M 0.1%
13,344
-449
-3% -$84.3K
RTX icon
94
RTX Corp
RTX
$301B
$2.57M 0.1%
33,247
-18,993
-36% -$1.39M
ROK icon
95
Rockwell Automation
ROK
$49B
$2.53M 0.1%
9,546
-362
-4% -$92.3K
CI icon
96
Cigna
CI
$74.6B
$2.52M 0.1%
10,445
-432
-4% -$96.3K
CVS icon
97
CVS Health
CVS
$122B
$2.5M 0.1%
33,164
-1,371
-4% -$99.9K
CME icon
98
CME Group
CME
$94.8B
$2.49M 0.1%
12,201
-504
-4% -$99.3K
A icon
99
Agilent Technologies
A
$41.2B
$2.48M 0.1%
19,529
-806
-4% -$99.6K
ENTG icon
100
Entegris
ENTG
$23.2B
$2.44M 0.1%
21,873
-606
-3% -$62.4K
2 3
4
5 6

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AI
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NCM
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DT
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IWM
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CW
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BG
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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.