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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
MSCI icon
101
MSCI
MSCI
$41.4B
$2.3M 0.06%
3,775
-132
-3% -$80.7K
T icon
102
AT&T
T
$163B
$2.29M 0.06%
112,381
-4,749
-4% -$99.8K
FIS icon
103
Fidelity National Information Services
FIS
$22.1B
$2.28M 0.06%
18,748
-792
-4% -$106K
FTNT icon
104
Fortinet
FTNT
$119B
$2.25M 0.06%
38,600
-1,315
-3% -$76.1K
DE icon
105
Deere & Co
DE
$167B
$2.24M 0.06%
6,688
-283
-4% -$102K
ROK icon
106
Rockwell Automation
ROK
$49.2B
$2.23M 0.06%
7,573
-259
-3% -$79.5K
CAT icon
107
Caterpillar
CAT
$387B
$2.19M 0.06%
11,383
-481
-4% -$100K
CSX icon
108
CSX Corp
CSX
$93.2B
$2.18M 0.06%
73,319
+47,884
+188% +$1.53M
SIVB
109
DELISTED
SVB Financial Group
SIVB
$2.17M 0.06%
3,358
-141
-4% -$81.8K
ENTG icon
110
Entegris
ENTG
$22.4B
$2.17M 0.06%
17,221
-514
-3% -$62K
WFC icon
111
Wells Fargo
WFC
$262B
$2.17M 0.06%
46,720
-44,042
-49% -$2.04M
GS icon
112
Goldman Sachs
GS
$303B
$2.16M 0.06%
5,706
-241
-4% -$94.1K
TJX icon
113
TJX Companies
TJX
$178B
$2.14M 0.06%
32,417
-1,370
-4% -$95.6K
CCK icon
114
Crown Holdings
CCK
$13.1B
$2.08M 0.06%
20,629
+8,453
+69% +$887K
BKNG icon
115
Booking.com
BKNG
$162B
$2.06M 0.06%
21,725
-925
-4% -$83K
COP icon
116
ConocoPhillips
COP
$140B
$2.05M 0.05%
30,295
-1,281
-4% -$73.9K
WM icon
117
Waste Management
WM
$92.3B
$2.05M 0.05%
13,728
-580
-4% -$86.8K
CRWD icon
118
CrowdStrike
CRWD
$218B
$2.05M 0.05%
33,336
-6,548
-16% -$422K
BSX icon
119
Boston Scientific
BSX
$72.1B
$2.01M 0.05%
46,289
-1,957
-4% -$86.6K
PH icon
120
Parker-Hannifin
PH
$136B
$2M 0.05%
7,138
-301
-4% -$89.6K
HCA icon
121
HCA Healthcare
HCA
$88.7B
$1.98M 0.05%
8,145
-4,329
-35% -$1.06M
AMGN icon
122
Amgen
AMGN
$220B
$1.97M 0.05%
9,283
-393
-4% -$90.5K
CME icon
123
CME Group
CME
$95.4B
$1.96M 0.05%
10,130
-428
-4% -$86.7K
PM icon
124
Philip Morris
PM
$295B
$1.96M 0.05%
20,666
-874
-4% -$87.9K
TRMB icon
125
Trimble
TRMB
$13.9B
$1.96M 0.05%
+23,793
New +$2.09M
3 4
5
6 7

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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.