We are live on ! Find out more
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
MRSH
101
Marsh
MRSH
$91.5B
$2.37M 0.1%
20,260
-4,108
-17% -$467K
CVS icon
102
CVS Health
CVS
$122B
$2.36M 0.1%
34,535
-4,102
-11% -$267K
CME icon
103
CME Group
CME
$94.8B
$2.31M 0.1%
12,705
-1,518
-11% -$258K
SYK icon
104
Stryker
SYK
$130B
$2.3M 0.1%
+9,369
New +$2.12M
SO icon
105
Southern Company
SO
$107B
$2.28M 0.1%
37,086
-3,646
-9% -$219K
CI icon
106
Cigna
CI
$74.6B
$2.26M 0.1%
10,877
-1,292
-11% -$253K
COF icon
107
Capital One
COF
$134B
$2.26M 0.1%
22,855
-2,932
-11% -$249K
SCHW
108
Charles Schwab
SCHW
$187B
$2.25M 0.1%
42,510
-5,456
-11% -$247K
MS icon
109
Morgan Stanley
MS
$340B
$2.23M 0.09%
32,587
-3,872
-11% -$222K
CCI icon
110
Crown Castle
CCI
$32.2B
$2.23M 0.09%
13,994
-1,377
-9% -$223K
TMUS icon
111
T-Mobile US
TMUS
$190B
$2.22M 0.09%
16,442
-1,602
-9% -$198K
BABA icon
112
Alibaba
BABA
$308B
$2.16M 0.09%
9,300
-1,300
-12% -$361K
ENTG icon
113
Entegris
ENTG
$23.2B
$2.16M 0.09%
22,479
-4,669
-17% -$408K
ATVI
114
DELISTED
Activision Blizzard
ATVI
$2.16M 0.09%
23,232
-2,150
-8% -$175K
PM icon
115
Philip Morris
PM
$295B
$2.15M 0.09%
25,920
-3,138
-11% -$244K
GILD icon
116
Gilead Sciences
GILD
$165B
$2.08M 0.09%
35,620
-6,488
-15% -$391K
WM icon
117
Waste Management
WM
$91B
$2.07M 0.09%
17,541
-1,698
-9% -$198K
ROST icon
118
Ross Stores
ROST
$81.9B
$2.06M 0.09%
16,798
-2,217
-12% -$232K
SWK icon
119
Stanley Black & Decker
SWK
$15.7B
$2.04M 0.09%
11,442
-1,343
-11% -$238K
LMT icon
120
Lockheed Martin
LMT
$136B
$2.01M 0.08%
5,661
-685
-11% -$252K
EL icon
121
Estee Lauder
EL
$32B
$1.97M 0.08%
7,404
-1,286
-15% -$309K
COO icon
122
Cooper Companies
COO
$14.5B
$1.97M 0.08%
21,692
-2,600
-11% -$223K
DD icon
123
DuPont de Nemours
DD
$19.2B
$1.96M 0.08%
21,993
-2,662
-11% -$209K
ECL icon
124
Ecolab
ECL
$79.9B
$1.94M 0.08%
8,976
-1,524
-15% -$318K
PARA
125
DELISTED
Paramount Global Class B
PARA
$1.92M 0.08%
51,418
-6,730
-12% -$216K
3 4
5
6 7

Similar funds

CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
NCM
Nearwater Capital Markets Dublin 4, Dublin, Ireland $4.24B AUM 66.03% 1-Year Est. Return
DT
DV Trading Chicago, Illinois $4.22B AUM
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

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.