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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
MLM icon
176
Martin Marietta Materials
MLM
$33B
$1.51M 0.06%
5,320
-921
-15% -$245K
TFC icon
177
Truist Financial
TFC
$64B
$1.51M 0.06%
31,490
-3,952
-11% -$179K
AVY icon
178
Avery Dennison
AVY
$13.4B
$1.5M 0.06%
9,654
-1,767
-15% -$256K
ICE icon
179
Intercontinental Exchange
ICE
$84.4B
$1.48M 0.06%
12,791
-1,542
-11% -$160K
AWK icon
180
American Water Works
AWK
$26.9B
$1.47M 0.06%
9,544
-1,254
-12% -$193K
ARE icon
181
Alexandria Real Estate Equities
ARE
$8.56B
$1.46M 0.06%
8,195
-1,119
-12% -$185K
AEP icon
182
American Electric Power
AEP
$68.4B
$1.45M 0.06%
17,446
-1,844
-10% -$160K
FDX icon
183
FedEx
FDX
$75.4B
$1.45M 0.06%
5,596
-772
-12% -$214K
EDU icon
184
New Oriental
EDU
$8.98B
$1.45M 0.06%
7,800
+100
+1% +$16.8K
ORLY icon
185
O'Reilly Automotive
ORLY
$76.3B
$1.44M 0.06%
47,715
-6,000
-11% -$181K
ALL icon
186
Allstate
ALL
$67.5B
$1.44M 0.06%
13,087
-1,328
-9% -$131K
WY icon
187
Weyerhaeuser
WY
$18.4B
$1.43M 0.06%
42,652
-4,755
-10% -$143K
GIS icon
188
General Mills
GIS
$19.7B
$1.42M 0.06%
24,198
-2,782
-10% -$168K
SRE icon
189
Sempra
SRE
$54.8B
$1.42M 0.06%
22,318
-2,876
-11% -$185K
AME icon
190
Ametek
AME
$58.2B
$1.41M 0.06%
11,651
-1,360
-10% -$153K
PRU icon
191
Prudential Financial
PRU
$41.8B
$1.38M 0.06%
17,670
– –
ITW icon
192
Illinois Tool Works
ITW
$84.5B
$1.36M 0.06%
6,682
-872
-12% -$178K
APD icon
193
Air Products & Chemicals
APD
$67.6B
$1.34M 0.06%
4,890
-643
-12% -$181K
LYB icon
194
LyondellBasell Industries
LYB
$19.2B
$1.33M 0.06%
14,539
-1,621
-10% -$132K
AON icon
195
Aon
AON
$76B
$1.33M 0.06%
6,274
-682
-10% -$139K
INTU icon
196
Intuit
INTU
$89B
$1.33M 0.06%
3,491
-406
-10% -$143K
RNG icon
197
RingCentral
RNG
$5.28B
$1.31M 0.06%
+3,451
New +$1.07M
BFAM icon
198
Bright Horizons
BFAM
$3.86B
$1.29M 0.05%
7,478
-1,018
-12% -$167K
DG icon
199
Dollar General
DG
$27.9B
$1.28M 0.05%
6,085
-580
-9% -$124K
FRPT icon
200
Freshpet
FRPT
$3.22B
$1.25M 0.05%
8,800
-1,067
-11% -$138K
6 7
8
9 10

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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.