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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
MTCH icon
176
Match Group
MTCH
$8.55B
$1.53M 0.06%
11,132
+196
+2% +$29.5K
CTAS icon
177
Cintas
CTAS
$81.3B
$1.53M 0.06%
17,880
-736
-4% -$62.3K
FDX icon
178
FedEx
FDX
$75.4B
$1.53M 0.06%
5,374
-222
-4% -$57.2K
GL icon
179
Globe Life
GL
$14.3B
$1.52M 0.06%
15,748
-479
-3% -$45.9K
XLNX
180
DELISTED
Xilinx Inc
XLNX
$1.51M 0.06%
12,188
-504
-4% -$67.2K
DG icon
181
Dollar General
DG
$27.9B
$1.51M 0.06%
7,432
+1,347
+22% +$267K
MET icon
182
MetLife
MET
$62.4B
$1.5M 0.06%
24,603
-1,012
-4% -$55.8K
NEM icon
183
Newmont
NEM
$119B
$1.48M 0.06%
24,493
-1,183
-5% -$70.8K
CVNA icon
184
Carvana
CVNA
$77.9B
$1.47M 0.06%
+27,940
New +$1.54M
WY icon
185
Weyerhaeuser
WY
$18.4B
$1.46M 0.06%
40,968
-1,684
-4% -$57.3K
LYB icon
186
LyondellBasell Industries
LYB
$19.2B
$1.45M 0.06%
13,965
-574
-4% -$57K
TREX icon
187
Trex
TREX
$5.01B
$1.45M 0.06%
+15,818
New +$1.49M
BALL icon
188
Ball Corp
BALL
$16.8B
$1.45M 0.06%
17,074
-705
-4% -$61.7K
ALL icon
189
Allstate
ALL
$67.5B
$1.43M 0.06%
12,482
-605
-5% -$66.7K
AME icon
190
Ametek
AME
$58.2B
$1.43M 0.06%
11,189
-462
-4% -$55.8K
CCK icon
191
Crown Holdings
CCK
$13.1B
$1.43M 0.06%
14,689
-468
-3% -$45.1K
GIS icon
192
General Mills
GIS
$19.7B
$1.43M 0.06%
23,241
-957
-4% -$55.2K
ITW icon
193
Illinois Tool Works
ITW
$85.3B
$1.42M 0.06%
6,417
-265
-4% -$55K
SRE icon
194
Sempra
SRE
$54.8B
$1.42M 0.06%
21,434
-884
-4% -$55K
AEP icon
195
American Electric Power
AEP
$68.4B
$1.41M 0.06%
16,642
-804
-5% -$64.8K
FTNT icon
196
Fortinet
FTNT
$117B
$1.39M 0.06%
37,755
-1,550
-4% -$50.7K
AON icon
197
Aon
AON
$76B
$1.38M 0.06%
5,993
-281
-4% -$61.9K
AWK icon
198
American Water Works
AWK
$26.9B
$1.37M 0.06%
9,166
-378
-4% -$57.3K
ICE icon
199
Intercontinental Exchange
ICE
$84.4B
$1.37M 0.06%
12,284
-507
-4% -$57.5K
MLM icon
200
Martin Marietta Materials
MLM
$33B
$1.35M 0.05%
4,032
-1,288
-24% -$411K
6 7
8
9 10

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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.