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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
+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
BIIB icon
126
Biogen
BIIB
$30.7B
$2.02M 0.08%
7,231
-299
-4% -$80.6K
LH icon
127
Labcorp
LH
$25.9B
$2.01M 0.08%
+9,191
New +$1.84M
LMT icon
128
Lockheed Martin
LMT
$136B
$2.01M 0.08%
5,436
-225
-4% -$77.2K
PNC icon
129
PNC Financial Services
PNC
$101B
$2.01M 0.08%
11,434
-472
-4% -$77.9K
COO icon
130
Cooper Companies
COO
$14.5B
$2M 0.08%
20,832
-860
-4% -$81.6K
SIVB
131
DELISTED
SVB Financial Group
SIVB
$1.99M 0.08%
4,034
-166
-4% -$81.6K
USB icon
132
US Bancorp
USB
$99.6B
$1.99M 0.08%
35,952
-1,486
-4% -$74.2K
MMM icon
133
3M
MMM
$94.3B
$1.99M 0.08%
12,340
-511
-4% -$76.5K
ORLY icon
134
O'Reilly Automotive
ORLY
$76.3B
$1.99M 0.08%
58,785
+11,070
+23% +$343K
RNG icon
135
RingCentral
RNG
$5.28B
$1.98M 0.08%
6,662
+3,211
+93% +$1.18M
MSCI icon
136
MSCI
MSCI
$40.9B
$1.97M 0.08%
4,686
+778
+20% +$327K
TMUS icon
137
T-Mobile US
TMUS
$190B
$1.97M 0.08%
15,682
-760
-5% -$95.8K
FRC
138
DELISTED
First Republic Bank
FRC
$1.96M 0.08%
11,749
-485
-4% -$78.6K
ROST icon
139
Ross Stores
ROST
$81.9B
$1.93M 0.08%
16,132
-666
-4% -$79K
COP icon
140
ConocoPhillips
COP
$141B
$1.93M 0.08%
36,492
-1,507
-4% -$74.3K
MCHP icon
141
Microchip Technology
MCHP
$46B
$1.93M 0.08%
24,886
-694
-3% -$51.8K
PPG icon
142
PPG Industries
PPG
$26.6B
$1.91M 0.08%
12,717
+6,982
+122% +$1M
SHW icon
143
Sherwin-Williams
SHW
$89.8B
$1.9M 0.08%
7,707
-81
-1% -$19.3K
CB icon
144
Chubb
CB
$135B
$1.86M 0.08%
11,798
-554
-4% -$89.3K
MAR icon
145
Marriott International
MAR
$92.3B
$1.86M 0.07%
12,570
-519
-4% -$70.9K
ECL icon
146
Ecolab
ECL
$79.9B
$1.86M 0.07%
8,688
-288
-3% -$61.3K
TT icon
147
Trane Technologies
TT
$106B
$1.84M 0.07%
11,127
-459
-4% -$71.1K
JLL icon
148
Jones Lang LaSalle
JLL
$16.7B
$1.83M 0.07%
10,203
-421
-4% -$68.6K
DLR icon
149
Digital Realty Trust
DLR
$71.7B
$1.8M 0.07%
12,773
-529
-4% -$73.1K
XYL icon
150
Xylem
XYL
$28.1B
$1.78M 0.07%
16,924
-565
-3% -$57.3K
4 5
6
7 8

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AI
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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.