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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
XLNX
151
DELISTED
Xilinx Inc
XLNX
$1.54M 0.04%
10,194
-427
-4% -$62.6K
DLR icon
152
Digital Realty Trust
DLR
$71.4B
$1.54M 0.04%
10,635
-449
-4% -$70.4K
ULTA icon
153
Ulta Beauty
ULTA
$24B
$1.53M 0.04%
4,230
-179
-4% -$64.7K
DOV icon
154
Dover
DOV
$28.5B
$1.51M 0.04%
9,712
-410
-4% -$67.9K
MMM icon
155
3M
MMM
$94.3B
$1.51M 0.04%
10,274
-434
-4% -$70.3K
DD icon
156
DuPont de Nemours
DD
$19.5B
$1.5M 0.04%
17,585
-741
-4% -$68.7K
MO icon
157
Altria Group
MO
$114B
$1.5M 0.04%
32,946
-1,388
-4% -$67K
ENPH icon
158
Enphase Energy
ENPH
$5.53B
$1.48M 0.04%
9,856
-370
-4% -$63.5K
YETI icon
159
Yeti Holdings
YETI
$3.94B
$1.48M 0.04%
17,251
-559
-3% -$54.1K
TFC icon
160
Truist Financial
TFC
$64.1B
$1.48M 0.04%
25,179
-1,061
-4% -$59.3K
ROST icon
161
Ross Stores
ROST
$81.7B
$1.46M 0.04%
13,432
-566
-4% -$67.8K
DUK icon
162
Duke Energy
DUK
$97.5B
$1.45M 0.04%
14,877
-626
-4% -$64.8K
PEG icon
163
Public Service Enterprise Group
PEG
$37.7B
$1.45M 0.04%
23,762
-999
-4% -$62.4K
EA
164
DELISTED
Electronic Arts
EA
$1.43M 0.04%
10,031
-423
-4% -$59.4K
LULU icon
165
lululemon athletica
LULU
$14.4B
$1.42M 0.04%
3,503
-174
-5% -$69.7K
TRV icon
166
Travelers Companies
TRV
$80.2B
$1.41M 0.04%
9,291
-391
-4% -$60.5K
AON icon
167
Aon
AON
$75.9B
$1.41M 0.04%
4,934
-207
-4% -$55.6K
TDG icon
168
TransDigm Group
TDG
$68B
$1.41M 0.04%
2,253
-95
-4% -$59.3K
ATVI
169
DELISTED
Activision Blizzard
ATVI
$1.41M 0.04%
18,160
-766
-4% -$64K
D icon
170
Dominion Energy
D
$59.4B
$1.4M 0.04%
19,142
-809
-4% -$61.7K
CVNA icon
171
Carvana
CVNA
$77.4B
$1.39M 0.04%
23,110
-975
-4% -$64.8K
CSGP icon
172
CoStar Group
CSGP
$12.4B
$1.38M 0.04%
16,008
-532
-3% -$46K
AMD icon
173
Advanced Micro Devices
AMD
$782B
$1.38M 0.04%
13,360
-561
-4% -$57.3K
ELV icon
174
Elevance Health
ELV
$85.6B
$1.32M 0.04%
3,536
-150
-4% -$57K
ALL icon
175
Allstate
ALL
$68.1B
$1.31M 0.03%
10,258
-432
-4% -$57.1K
5 6
7
8 9

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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.