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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
WMT icon
76
Walmart Inc
WMT
$886B
$2.83M 0.08%
60,987
-2,574
-4% -$124K
QCOM icon
77
Qualcomm
QCOM
$176B
$2.81M 0.08%
21,783
-922
-4% -$131K
IBM icon
78
IBM
IBM
$223B
$2.81M 0.08%
21,149
-893
-4% -$119K
CHTR icon
79
Charter Communications
CHTR
$18.3B
$2.77M 0.07%
3,809
-161
-4% -$122K
DG icon
80
Dollar General
DG
$28.1B
$2.73M 0.07%
12,884
+6,758
+110% +$1.52M
ADP icon
81
Automatic Data Processing
ADP
$108B
$2.65M 0.07%
13,261
-560
-4% -$115K
BMY icon
82
Bristol-Myers Squibb
BMY
$131B
$2.64M 0.07%
44,636
-1,886
-4% -$124K
CTAS icon
83
Cintas
CTAS
$81.4B
$2.63M 0.07%
27,580
+9,248
+50% +$905K
MU icon
84
Micron Technology
MU
$986B
$2.62M 0.07%
36,836
-1,556
-4% -$117K
KEYS icon
85
Keysight
KEYS
$58.2B
$2.58M 0.07%
15,680
-1,774
-10% -$298K
IQV icon
86
IQVIA
IQV
$38.9B
$2.58M 0.07%
10,749
-381
-3% -$96.2K
A icon
87
Agilent Technologies
A
$40.9B
$2.55M 0.07%
16,213
-686
-4% -$111K
MS icon
88
Morgan Stanley
MS
$339B
$2.53M 0.07%
25,981
-1,098
-4% -$109K
ANSS
89
DELISTED
Ansys
ANSS
$2.51M 0.07%
7,368
-251
-3% -$90.7K
ORCL icon
90
Oracle
ORCL
$418B
$2.51M 0.07%
28,771
-1,216
-4% -$107K
BLK icon
91
Blackrock
BLK
$177B
$2.47M 0.07%
2,946
-125
-4% -$112K
SCHW
92
Charles Schwab
SCHW
$187B
$2.47M 0.07%
33,892
-1,433
-4% -$102K
AVY icon
93
Avery Dennison
AVY
$13.5B
$2.47M 0.07%
11,912
+4,166
+54% +$894K
APTV icon
94
Aptiv
APTV
$10.1B
$2.45M 0.07%
16,421
-694
-4% -$108K
AMT icon
95
American Tower
AMT
$80.8B
$2.44M 0.07%
9,212
-390
-4% -$111K
BA icon
96
Boeing
BA
$184B
$2.4M 0.06%
10,898
-460
-4% -$103K
RTX icon
97
RTX Corp
RTX
$299B
$2.38M 0.06%
27,631
-1,167
-4% -$99.8K
CVS icon
98
CVS Health
CVS
$122B
$2.34M 0.06%
27,535
-1,164
-4% -$97.5K
XYL icon
99
Xylem
XYL
$28.2B
$2.32M 0.06%
18,791
+4,650
+33% +$598K
ETN icon
100
Eaton
ETN
$175B
$2.31M 0.06%
15,436
-652
-4% -$104K
2 3
4
5 6

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AI
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IWM
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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.