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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
FIS icon
76
Fidelity National Information Services
FIS
$19.3B
$2.77M 0.09%
19,540
-2,993
-13% -$444K
ADP icon
77
Automatic Data Processing
ADP
$110B
$2.75M 0.09%
13,821
-2,117
-13% -$411K
BA icon
78
Boeing
BA
$166B
$2.72M 0.09%
11,358
-1,767
-13% -$427K
IQV icon
79
IQVIA
IQV
$44.4B
$2.7M 0.09%
11,130
-2,214
-17% -$511K
KEYS icon
80
Keysight
KEYS
$53.3B
$2.69M 0.09%
17,454
-3,871
-18% -$562K
APTV icon
81
Aptiv
APTV
$9.08B
$2.69M 0.09%
17,115
-2,764
-14% -$405K
BLK icon
82
Blackrock
BLK
$164B
$2.69M 0.09%
3,071
-478
-13% -$404K
ANSS
83
DELISTED
Ansys
ANSS
$2.64M 0.08%
7,619
-1,581
-17% -$547K
AMT icon
84
American Tower
AMT
$82.8B
$2.59M 0.08%
9,602
-1,493
-13% -$380K
CAT icon
85
Caterpillar
CAT
$360B
$2.58M 0.08%
11,864
-1,831
-13% -$423K
HCA icon
86
HCA Healthcare
HCA
$91.8B
$2.58M 0.08%
12,474
-1,942
-13% -$396K
SCHW
87
Charles Schwab
SCHW
$186B
$2.57M 0.08%
35,325
-5,499
-13% -$389K
T icon
88
AT&T
T
$183B
$2.55M 0.08%
117,130
-17,943
-13% -$408K
CRWD icon
89
CrowdStrike
CRWD
$248B
$2.51M 0.08%
39,884
-7,600
-16% -$409K
A icon
90
Agilent Technologies
A
$42.4B
$2.5M 0.08%
16,899
-2,630
-13% -$359K
MS icon
91
Morgan Stanley
MS
$324B
$2.48M 0.08%
27,079
-4,215
-13% -$361K
DE icon
92
Deere & Co
DE
$184B
$2.46M 0.08%
6,971
-1,077
-13% -$393K
RTX icon
93
RTX Corp
RTX
$263B
$2.46M 0.08%
28,798
-4,449
-13% -$374K
CVS icon
94
CVS Health
CVS
$121B
$2.4M 0.08%
28,699
-4,465
-13% -$366K
ETN icon
95
Eaton
ETN
$152B
$2.38M 0.08%
16,088
-2,723
-14% -$392K
AMGN icon
96
Amgen
AMGN
$203B
$2.36M 0.08%
9,676
-1,494
-13% -$368K
ORCL icon
97
Oracle
ORCL
$424B
$2.33M 0.07%
29,987
-4,618
-13% -$361K
PH icon
98
Parker-Hannifin
PH
$117B
$2.29M 0.07%
7,439
-1,157
-13% -$358K
TJX icon
99
TJX Companies
TJX
$137B
$2.28M 0.07%
33,787
-5,258
-13% -$358K
MRSH
100
Marsh
MRSH
$85.8B
$2.27M 0.07%
16,129
-3,349
-17% -$449K
2 3
4
5 6

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.