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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
FTNT icon
126
Fortinet
FTNT
$126B
$1.9M 0.06%
39,915
+2,160
+6% +$92.2K
PNC icon
127
PNC Financial Services
PNC
$94.7B
$1.89M 0.06%
9,921
-1,513
-13% -$284K
EL icon
128
Estee Lauder
EL
$34.6B
$1.89M 0.06%
5,941
-1,235
-17% -$374K
ENPH icon
129
Enphase Energy
ENPH
$4.77B
$1.88M 0.06%
+10,226
New +$1.5M
LH icon
130
Labcorp
LH
$26.3B
$1.84M 0.06%
7,769
-1,422
-15% -$324K
ORLY icon
131
O'Reilly Automotive
ORLY
$69B
$1.84M 0.06%
48,630
-10,155
-17% -$364K
SO icon
132
Southern Company
SO
$99.6B
$1.83M 0.06%
30,333
-5,038
-14% -$322K
ADI icon
133
Analog Devices
ADI
$178B
$1.82M 0.06%
10,600
+8,064
+318% +$1.29M
GE icon
134
GE Aerospace
GE
$324B
$1.82M 0.06%
27,179
-3,963
-13% -$264K
PSA icon
135
Public Storage
PSA
$55.7B
$1.82M 0.06%
6,053
-1,034
-15% -$290K
PRU icon
136
Prudential Financial
PRU
$41.1B
$1.81M 0.06%
17,670
– –
ATVI
137
DELISTED
Activision Blizzard
ATVI
$1.81M 0.06%
18,926
-2,840
-13% -$269K
PTC icon
138
PTC
PTC
$14.3B
$1.8M 0.06%
12,765
-6,141
-32% -$840K
COO icon
139
Cooper Companies
COO
$10.4B
$1.79M 0.06%
18,076
-2,756
-13% -$270K
LMT icon
140
Lockheed Martin
LMT
$123B
$1.78M 0.06%
4,718
-718
-13% -$276K
DD icon
141
DuPont de Nemours
DD
$17.5B
$1.78M 0.06%
18,326
-2,794
-13% -$281K
MMM icon
142
3M
MMM
$85.3B
$1.78M 0.06%
10,708
-1,632
-13% -$272K
TT icon
143
Trane Technologies
TT
$93.8B
$1.78M 0.06%
9,655
-1,472
-13% -$262K
USB icon
144
US Bancorp
USB
$95.6B
$1.78M 0.06%
31,197
-4,755
-13% -$279K
CTAS icon
145
Cintas
CTAS
$80.2B
$1.75M 0.06%
18,332
+452
+3% +$40.1K
ROST icon
146
Ross Stores
ROST
$71.4B
$1.74M 0.06%
13,998
-2,134
-13% -$266K
XYL icon
147
Xylem
XYL
$25.4B
$1.7M 0.05%
14,141
-2,783
-16% -$318K
REGN icon
148
Regeneron Pharmaceuticals
REGN
$80.1B
$1.69M 0.05%
3,031
-488
-14% -$247K
NUE icon
149
Nucor
NUE
$60.1B
$1.68M 0.05%
17,538
-2,772
-14% -$259K
DLR icon
150
Digital Realty Trust
DLR
$67.3B
$1.67M 0.05%
11,084
-1,689
-13% -$255K
4 5
6
7 8

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.