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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
USB icon
151
US Bancorp
USB
$99.6B
$1.74M 0.07%
37,438
-4,804
-11% -$203K
DUK icon
152
Duke Energy
DUK
$97.3B
$1.74M 0.07%
19,029
-1,964
-9% -$182K
PEG icon
153
Public Service Enterprise Group
PEG
$37.7B
$1.73M 0.07%
29,646
-3,522
-11% -$205K
MAR icon
154
Marriott International
MAR
$92.3B
$1.73M 0.07%
13,089
-1,570
-11% -$179K
PSA icon
155
Public Storage
PSA
$61.3B
$1.72M 0.07%
7,429
-767
-9% -$176K
PCAR icon
156
PACCAR
PCAR
$70.1B
$1.71M 0.07%
29,705
-3,564
-11% -$209K
TT icon
157
Trane Technologies
TT
$106B
$1.68M 0.07%
11,586
-1,473
-11% -$203K
APTV icon
158
Aptiv
APTV
$10.3B
$1.67M 0.07%
12,839
-1,466
-10% -$163K
YETI icon
159
Yeti Holdings
YETI
$3.95B
$1.66M 0.07%
24,289
-7,922
-25% -$469K
BALL icon
160
Ball Corp
BALL
$16.8B
$1.66M 0.07%
17,779
-2,336
-12% -$216K
MTCH icon
161
Match Group
MTCH
$8.55B
$1.65M 0.07%
+10,936
New +$1.45M
CTAS icon
162
Cintas
CTAS
$81.3B
$1.65M 0.07%
18,616
-2,208
-11% -$192K
CHD icon
163
Church & Dwight Co
CHD
$24.5B
$1.64M 0.07%
18,806
-1,788
-9% -$158K
SIVB
164
DELISTED
SVB Financial Group
SIVB
$1.63M 0.07%
4,200
-531
-11% -$172K
TRV icon
165
Travelers Companies
TRV
$80.2B
$1.63M 0.07%
11,590
-1,518
-12% -$195K
NSC icon
166
Norfolk Southern
NSC
$75.1B
$1.6M 0.07%
6,722
-917
-12% -$209K
JLL icon
167
Jones Lang LaSalle
JLL
$16.7B
$1.58M 0.07%
10,624
-1,274
-11% -$164K
LULU icon
168
lululemon athletica
LULU
$14.6B
$1.56M 0.07%
4,498
-786
-15% -$273K
GL icon
169
Globe Life
GL
$14.3B
$1.54M 0.07%
16,227
-2,977
-16% -$265K
NEM icon
170
Newmont
NEM
$119B
$1.54M 0.07%
25,676
-2,528
-9% -$156K
DFS
171
DELISTED
Discover Financial Services
DFS
$1.54M 0.06%
16,976
-1,894
-10% -$141K
DOV icon
172
Dover
DOV
$28.4B
$1.54M 0.06%
12,177
-1,602
-12% -$190K
AMD icon
173
Advanced Micro Devices
AMD
$789B
$1.53M 0.06%
+16,636
New +$1.44M
COP icon
174
ConocoPhillips
COP
$141B
$1.52M 0.06%
37,999
-4,875
-11% -$180K
CCK icon
175
Crown Holdings
CCK
$13.1B
$1.52M 0.06%
+15,157
New +$1.39M
5 6
7
8 9

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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.