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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
GS icon
101
Goldman Sachs
GS
$284B
$2.26M 0.07%
5,947
-924
-13% -$331K
CME icon
102
CME Group
CME
$98.9B
$2.25M 0.07%
10,558
-1,643
-13% -$347K
ROK icon
103
Rockwell Automation
ROK
$46.3B
$2.24M 0.07%
7,832
-1,714
-18% -$462K
CCI icon
104
Crown Castle
CCI
$31.2B
$2.23M 0.07%
11,415
-1,932
-14% -$362K
IDXX icon
105
Idexx Laboratories
IDXX
$40.2B
$2.19M 0.07%
3,465
-683
-16% -$377K
ENTG icon
106
Entegris
ENTG
$19.8B
$2.18M 0.07%
17,735
-4,138
-19% -$475K
BIIB icon
107
Biogen
BIIB
$31.9B
$2.17M 0.07%
6,257
-974
-13% -$295K
CI icon
108
Cigna
CI
$76.3B
$2.14M 0.07%
9,039
-1,406
-13% -$351K
PM icon
109
Philip Morris
PM
$303B
$2.13M 0.07%
21,540
-3,352
-13% -$322K
GM icon
110
General Motors
GM
$74.9B
$2.12M 0.07%
35,836
-5,577
-13% -$328K
MSCI icon
111
MSCI
MSCI
$39.6B
$2.08M 0.07%
3,907
-779
-17% -$371K
SHW icon
112
Sherwin-Williams
SHW
$78.5B
$2.08M 0.07%
7,636
-71
-0.9% -$19.5K
BSX icon
113
Boston Scientific
BSX
$63.6B
$2.06M 0.07%
48,246
-7,508
-13% -$316K
WM icon
114
Waste Management
WM
$86.8B
$2M 0.06%
14,308
-2,421
-14% -$335K
GILD icon
115
Gilead Sciences
GILD
$181B
$2M 0.06%
29,053
-4,919
-14% -$328K
BDX icon
116
Becton Dickinson
BDX
$50.6B
$1.99M 0.06%
8,406
-1,280
-13% -$307K
BKNG icon
117
Booking.com
BKNG
$129B
$1.98M 0.06%
22,650
-3,425
-13% -$320K
MDLZ icon
118
Mondelez International
MDLZ
$79.3B
$1.97M 0.06%
31,525
-4,874
-13% -$300K
SWK icon
119
Stanley Black & Decker
SWK
$13.4B
$1.95M 0.06%
9,534
-1,454
-13% -$301K
SIVB
120
DELISTED
SVB Financial Group
SIVB
$1.95M 0.06%
3,499
-535
-13% -$297K
TMUS icon
121
T-Mobile US
TMUS
$194B
$1.94M 0.06%
13,412
-2,270
-14% -$313K
PARA
122
DELISTED
Paramount Global Class B
PARA
$1.94M 0.06%
42,845
-6,533
-13% -$270K
COP icon
123
ConocoPhillips
COP
$170B
$1.92M 0.06%
31,576
-4,916
-13% -$274K
SYK icon
124
Stryker
SYK
$108B
$1.92M 0.06%
7,372
-1,599
-18% -$409K
FRC
125
DELISTED
First Republic Bank
FRC
$1.91M 0.06%
10,196
-1,553
-13% -$285K
3 4
5
6 7

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.