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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
+8.96%
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
$4.2B
AUM Growth
+$464M
Cap. Flow
+$148M
Cap. Flow %
3.52%
Top 10 Hldgs %
84.47%
Holding
280
New
10
Increased
17
Reduced
244
Closed
7

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$182M
2
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$96M
3
BKLN icon
Invesco Senior Loan ETF
BKLN
+$60M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$31.7M
5
LAD icon
Lithia Motors
LAD
+$1.77M

Top Sells

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$145M
2
TIP icon
iShares TIPS Bond ETF
TIP
+$41.3M
3
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$15.1M
4
MA icon
Mastercard
MA
+$1.65M
5
AAPL icon
Apple
AAPL
+$1.6M

Sector Composition

Rank Sector Weight
1 Technology 5.09%
2 Healthcare 2.48%
3 Financials 2.37%
4 Consumer Discretionary 2.2%
5 Communication Services 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GM icon
126
General Motors
GM
$76.8B
$1.96M 0.05%
33,483
-900
-3% -$52.6K
LH icon
127
Labcorp
LH
$25.9B
$1.96M 0.05%
7,252
-244
-3% -$60.4K
FRC
128
DELISTED
First Republic Bank
FRC
$1.95M 0.05%
9,464
-319
-3% -$67.3K
MDLZ icon
129
Mondelez International
MDLZ
$79.9B
$1.95M 0.05%
29,456
-792
-3% -$48.9K
CI icon
130
Cigna
CI
$74.6B
$1.94M 0.05%
8,446
-226
-3% -$48K
APTV icon
131
Aptiv
APTV
$10.3B
$1.94M 0.05%
11,751
-4,670
-28% -$779K
SO icon
132
Southern Company
SO
$107B
$1.94M 0.05%
28,233
-874
-3% -$55.7K
XYL icon
133
Xylem
XYL
$28.1B
$1.92M 0.05%
16,024
-2,767
-15% -$343K
BSX icon
134
Boston Scientific
BSX
$71.5B
$1.92M 0.05%
45,078
-1,211
-3% -$50.9K
PRU icon
135
Prudential Financial
PRU
$41.8B
$1.91M 0.05%
17,670
– –
PM icon
136
Philip Morris
PM
$295B
$1.91M 0.05%
20,126
-540
-3% -$50.5K
NUE icon
137
Nucor
NUE
$62.1B
$1.86M 0.04%
16,324
-504
-3% -$55.1K
AMD icon
138
Advanced Micro Devices
AMD
$789B
$1.85M 0.04%
12,869
-491
-4% -$66K
PNC icon
139
PNC Financial Services
PNC
$101B
$1.85M 0.04%
9,211
-309
-3% -$62.9K
DLR icon
140
Digital Realty Trust
DLR
$71.7B
$1.82M 0.04%
10,317
-318
-3% -$50.9K
TT icon
141
Trane Technologies
TT
$106B
$1.82M 0.04%
8,987
-278
-3% -$52.3K
CB icon
142
Chubb
CB
$135B
$1.81M 0.04%
9,378
-291
-3% -$54.7K
REGN icon
143
Regeneron Pharmaceuticals
REGN
$80.8B
$1.77M 0.04%
2,801
-108
-4% -$66.4K
COO icon
144
Cooper Companies
COO
$14.5B
$1.76M 0.04%
16,824
-524
-3% -$53.4K
ENPH icon
145
Enphase Energy
ENPH
$5.53B
$1.75M 0.04%
9,549
-307
-3% -$64.1K
DD icon
146
DuPont de Nemours
DD
$19.2B
$1.73M 0.04%
17,057
-528
-3% -$50.2K
DOV icon
147
Dover
DOV
$28.4B
$1.72M 0.04%
9,457
-255
-3% -$43.3K
LAD icon
148
Lithia Motors
LAD
$8.26B
$1.7M 0.04%
+5,715
New +$1.77M
TREX icon
149
Trex
TREX
$5.01B
$1.68M 0.04%
12,471
-278
-2% -$33.4K
MAR icon
150
Marriott International
MAR
$92.3B
$1.68M 0.04%
10,138
-312
-3% -$49.1K
4 5
6
7 8

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Sumitomo Life Insurance's Q4 2021 Portfolio in Review

As of Q4 2021, Sumitomo Life Insurance held 280 positions worth $4.2B, up 12% from $3.74B the previous quarter. Its ten largest holdings account for 84% of the portfolio.

Sumitomo Life Insurance deployed $148M of net new capital in Q4 2021, opening 10 new positions and adding to 17 existing holdings. Its largest new stake was Invesco Senior Loan ETF: 2,717,300 shares worth $60.1M.

By sector, the portfolio is most concentrated in Technology at 5.1% of assets, up from 5% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was iShares TIPS Bond ETF, an estimated $41.3M trimmed.

  • Sumitomo Life Insurance's largest Q4 2021 buy was Invesco Senior Loan ETF: 2,717,300 shares worth $60.1M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q4 2021, an estimated $182M increase.
  • Sumitomo Life Insurance's biggest Q4 2021 reduction was iShares TIPS Bond ETF, cutting an estimated $41.3M.
  • Sumitomo Life Insurance fully exited iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021, selling an estimated $145M.
  • Sumitomo Life Insurance's ten largest holdings make up 84% of its $4.2B portfolio in Q4 2021.
  • Sumitomo Life Insurance opened 10 new positions and closed 7 in Q4 2021.
  • Sumitomo Life Insurance's portfolio value rose 12% quarter-over-quarter to $4.2B.

Based on Sumitomo Life Insurance's 13F filing for Q4 2021, filed 4 Feb 2022.