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
+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
BKNG icon
101
Booking.com
BKNG
$161B
$2.43M 0.1%
26,075
-1,075
-4% -$95.5K
MS icon
102
Morgan Stanley
MS
$340B
$2.43M 0.1%
31,294
-1,293
-4% -$99.1K
ORCL icon
103
Oracle
ORCL
$423B
$2.43M 0.1%
34,605
-27,034
-44% -$1.75M
GM icon
104
General Motors
GM
$76.8B
$2.38M 0.1%
41,413
-1,710
-4% -$90.8K
MRSH
105
Marsh
MRSH
$91.5B
$2.37M 0.1%
19,478
-782
-4% -$90.1K
BDX icon
106
Becton Dickinson
BDX
$48.7B
$2.3M 0.09%
9,686
-401
-4% -$98K
CCI icon
107
Crown Castle
CCI
$32.2B
$2.3M 0.09%
13,347
-647
-5% -$104K
ISRG icon
108
Intuitive Surgical
ISRG
$134B
$2.27M 0.09%
9,228
-378
-4% -$95.1K
GS icon
109
Goldman Sachs
GS
$303B
$2.25M 0.09%
6,871
-284
-4% -$88.4K
PARA
110
DELISTED
Paramount Global Class B
PARA
$2.23M 0.09%
49,378
-2,040
-4% -$125K
PM icon
111
Philip Morris
PM
$295B
$2.21M 0.09%
24,892
-1,028
-4% -$87.3K
SO icon
112
Southern Company
SO
$107B
$2.2M 0.09%
35,371
-1,715
-5% -$103K
GILD icon
113
Gilead Sciences
GILD
$165B
$2.2M 0.09%
33,972
-1,648
-5% -$106K
SWK icon
114
Stanley Black & Decker
SWK
$15.7B
$2.19M 0.09%
10,988
-454
-4% -$82.3K
SYK icon
115
Stryker
SYK
$130B
$2.19M 0.09%
8,971
-398
-4% -$95.4K
CRWD icon
116
CrowdStrike
CRWD
$218B
$2.17M 0.09%
47,484
+13,952
+42% +$738K
WM icon
117
Waste Management
WM
$91B
$2.16M 0.09%
16,729
-812
-5% -$94.9K
BSX icon
118
Boston Scientific
BSX
$71.5B
$2.15M 0.09%
55,754
-12,500
-18% -$473K
MDLZ icon
119
Mondelez International
MDLZ
$79.9B
$2.13M 0.09%
36,399
-21,644
-37% -$1.22M
EL icon
120
Estee Lauder
EL
$32B
$2.09M 0.08%
7,176
-228
-3% -$62.4K
DD icon
121
DuPont de Nemours
DD
$19.2B
$2.05M 0.08%
21,120
-873
-4% -$83.7K
GE icon
122
GE Aerospace
GE
$384B
$2.04M 0.08%
31,142
-1,286
-4% -$77.9K
MO icon
123
Altria Group
MO
$114B
$2.03M 0.08%
39,765
-3,639
-8% -$163K
IDXX icon
124
Idexx Laboratories
IDXX
$46.2B
$2.03M 0.08%
4,148
+603
+17% +$302K
ATVI
125
DELISTED
Activision Blizzard
ATVI
$2.02M 0.08%
21,766
-1,466
-6% -$138K
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 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.