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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
GILD icon
126
Gilead Sciences
GILD
$165B
$1.95M 0.05%
27,874
-1,179
-4% -$82.8K
CCI icon
127
Crown Castle
CCI
$32.2B
$1.9M 0.05%
10,952
-463
-4% -$89.5K
FRC
128
DELISTED
First Republic Bank
FRC
$1.89M 0.05%
9,783
-413
-4% -$81.3K
TW icon
129
Tradeweb Markets
TW
$21.6B
$1.88M 0.05%
+23,307
New +$2.01M
PNC icon
130
PNC Financial Services
PNC
$101B
$1.86M 0.05%
9,520
-401
-4% -$75.7K
PRU icon
131
Prudential Financial
PRU
$41.8B
$1.86M 0.05%
17,670
– –
GM icon
132
General Motors
GM
$76.8B
$1.81M 0.05%
34,383
-1,453
-4% -$77.2K
LH icon
133
Labcorp
LH
$25.9B
$1.81M 0.05%
7,496
-273
-4% -$68.8K
SO icon
134
Southern Company
SO
$107B
$1.8M 0.05%
29,107
-1,226
-4% -$78.9K
COO icon
135
Cooper Companies
COO
$14.5B
$1.79M 0.05%
17,348
-728
-4% -$77.7K
USB icon
136
US Bancorp
USB
$99.6B
$1.78M 0.05%
29,935
-1,262
-4% -$71.9K
MDLZ icon
137
Mondelez International
MDLZ
$79.9B
$1.76M 0.05%
30,248
-1,277
-4% -$79.4K
REGN icon
138
Regeneron Pharmaceuticals
REGN
$80.8B
$1.76M 0.05%
2,909
-122
-4% -$75.7K
CI icon
139
Cigna
CI
$74.6B
$1.74M 0.05%
8,672
-367
-4% -$79.8K
PSA icon
140
Public Storage
PSA
$61.3B
$1.73M 0.05%
5,808
-245
-4% -$76.9K
BIIB icon
141
Biogen
BIIB
$30.7B
$1.7M 0.05%
6,003
-254
-4% -$83.2K
GE icon
142
GE Aerospace
GE
$384B
$1.68M 0.04%
26,152
-1,027
-4% -$66K
CB icon
143
Chubb
CB
$135B
$1.68M 0.04%
9,669
-408
-4% -$71.5K
DFS
144
DELISTED
Discover Financial Services
DFS
$1.66M 0.04%
13,517
-571
-4% -$71.6K
NUE icon
145
Nucor
NUE
$62.1B
$1.66M 0.04%
16,828
-710
-4% -$75.5K
TMUS icon
146
T-Mobile US
TMUS
$190B
$1.64M 0.04%
12,869
-543
-4% -$75.6K
SWK icon
147
Stanley Black & Decker
SWK
$15.7B
$1.6M 0.04%
9,149
-385
-4% -$75.1K
TT icon
148
Trane Technologies
TT
$106B
$1.6M 0.04%
9,265
-390
-4% -$75K
LMT icon
149
Lockheed Martin
LMT
$136B
$1.56M 0.04%
4,527
-191
-4% -$69.1K
MAR icon
150
Marriott International
MAR
$92.3B
$1.55M 0.04%
10,450
-441
-4% -$61.6K
4 5
6
7 8

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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.