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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
D icon
151
Dominion Energy
D
$59.3B
$1.77M 0.07%
23,322
-1,132
-5% -$82.2K
PCAR icon
152
PACCAR
PCAR
$70.1B
$1.77M 0.07%
28,526
-1,179
-4% -$73.7K
TFC icon
153
Truist Financial
TFC
$64B
$1.76M 0.07%
30,241
-1,249
-4% -$68.5K
DUK icon
154
Duke Energy
DUK
$97.3B
$1.75M 0.07%
18,153
-876
-5% -$79.9K
PSA icon
155
Public Storage
PSA
$61.3B
$1.75M 0.07%
7,087
-342
-5% -$79.6K
NSC icon
156
Norfolk Southern
NSC
$75.1B
$1.73M 0.07%
6,456
-266
-4% -$67.4K
AVY icon
157
Avery Dennison
AVY
$13.4B
$1.72M 0.07%
9,359
-295
-3% -$50.4K
PEG icon
158
Public Service Enterprise Group
PEG
$37.7B
$1.71M 0.07%
28,470
-1,176
-4% -$67.8K
TRV icon
159
Travelers Companies
TRV
$80.2B
$1.67M 0.07%
11,130
-460
-4% -$67.6K
REGN icon
160
Regeneron Pharmaceuticals
REGN
$80.8B
$1.67M 0.07%
3,519
-171
-5% -$83.3K
EA
161
DELISTED
Electronic Arts
EA
$1.66M 0.07%
12,257
-592
-5% -$82K
MAS icon
162
Masco
MAS
$15.3B
$1.65M 0.07%
+27,572
New +$1.54M
EOG icon
163
EOG Resources
EOG
$70.7B
$1.65M 0.07%
22,685
+986
+5% +$62.9K
NUE icon
164
Nucor
NUE
$62.1B
$1.63M 0.07%
20,310
-834
-4% -$50.6K
PRU icon
165
Prudential Financial
PRU
$41.8B
$1.61M 0.06%
17,670
– –
DOV icon
166
Dover
DOV
$28.4B
$1.6M 0.06%
11,695
-482
-4% -$61.4K
TDG icon
167
TransDigm Group
TDG
$67.7B
$1.59M 0.06%
2,710
-112
-4% -$66K
MKC icon
168
McCormick & Company Non-Voting
MKC
$14.2B
$1.59M 0.06%
17,855
-1,753
-9% -$156K
CSGP icon
169
CoStar Group
CSGP
$12.3B
$1.59M 0.06%
19,360
-630
-3% -$54.4K
ULTA icon
170
Ulta Beauty
ULTA
$24.3B
$1.58M 0.06%
5,114
+3,445
+206% +$1.07M
CHD icon
171
Church & Dwight Co
CHD
$24.5B
$1.57M 0.06%
17,940
-866
-5% -$72.3K
YETI icon
172
Yeti Holdings
YETI
$3.95B
$1.56M 0.06%
21,568
-2,721
-11% -$194K
DFS
173
DELISTED
Discover Financial Services
DFS
$1.55M 0.06%
16,304
-672
-4% -$63.4K
CL icon
174
Colgate-Palmolive
CL
$74.4B
$1.54M 0.06%
19,586
-946
-5% -$74.1K
ELV icon
175
Elevance Health
ELV
$85.5B
$1.53M 0.06%
4,273
-3,500
-45% -$1.13M
5 6
7
8 9

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AI
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NCM
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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.