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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
+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
SHW icon
126
Sherwin-Williams
SHW
$89.8B
$1.91M 0.08%
7,788
-915
-11% -$217K
CB icon
127
Chubb
CB
$135B
$1.9M 0.08%
12,352
-1,119
-8% -$157K
CMS icon
128
CMS Energy
CMS
$22.3B
$1.89M 0.08%
30,941
-5,760
-16% -$360K
GS icon
129
Goldman Sachs
GS
$303B
$1.89M 0.08%
7,155
-936
-12% -$208K
MMM icon
130
3M
MMM
$94.3B
$1.88M 0.08%
12,851
-1,554
-11% -$221K
MKC icon
131
McCormick & Company Non-Voting
MKC
$14.2B
$1.88M 0.08%
19,608
-1,068
-5% -$101K
DLR icon
132
Digital Realty Trust
DLR
$71.7B
$1.86M 0.08%
13,302
-1,580
-11% -$226K
CSGP icon
133
CoStar Group
CSGP
$12.3B
$1.85M 0.08%
19,990
+14,490
+263% +$1.27M
EA
134
DELISTED
Electronic Arts
EA
$1.84M 0.08%
12,849
-1,189
-8% -$153K
BIIB icon
135
Biogen
BIIB
$30.7B
$1.84M 0.08%
7,530
-884
-11% -$228K
D icon
136
Dominion Energy
D
$59.3B
$1.84M 0.08%
24,454
-2,456
-9% -$195K
XLNX
137
DELISTED
Xilinx Inc
XLNX
$1.8M 0.08%
12,692
-1,660
-12% -$216K
FRC
138
DELISTED
First Republic Bank
FRC
$1.8M 0.08%
12,234
-1,609
-12% -$209K
GM icon
139
General Motors
GM
$76.8B
$1.8M 0.08%
43,123
-5,175
-11% -$201K
REGN icon
140
Regeneron Pharmaceuticals
REGN
$80.8B
$1.78M 0.08%
3,690
-359
-9% -$194K
MO icon
141
Altria Group
MO
$114B
$1.78M 0.08%
43,404
-2,640
-6% -$106K
XYL icon
142
Xylem
XYL
$28.1B
$1.78M 0.08%
17,489
-2,906
-14% -$273K
CRWD icon
143
CrowdStrike
CRWD
$218B
$1.78M 0.08%
+33,532
New +$1.31M
PNC icon
144
PNC Financial Services
PNC
$101B
$1.77M 0.08%
11,906
-1,559
-12% -$199K
IDXX icon
145
Idexx Laboratories
IDXX
$46.2B
$1.77M 0.07%
+3,545
New +$1.59M
MCHP icon
146
Microchip Technology
MCHP
$46B
$1.77M 0.07%
25,580
+16,480
+181% +$1.03M
CL icon
147
Colgate-Palmolive
CL
$74.4B
$1.76M 0.07%
20,532
-1,899
-8% -$157K
GE icon
148
GE Aerospace
GE
$384B
$1.75M 0.07%
32,428
-3,959
-11% -$177K
TDG icon
149
TransDigm Group
TDG
$67.7B
$1.75M 0.07%
2,822
-370
-12% -$203K
MSCI icon
150
MSCI
MSCI
$40.9B
$1.75M 0.07%
+3,908
New +$1.53M
4 5
6
7 8

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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.