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SLI

Sumitomo Life Insurance Portfolio holdings

AUM $6.12B
1-Year Est. Return 21.82%
This Fund
S&P 500
This Quarter Est. Return
+7.75%
1 Year Est. Return
+21.82%
3 Year Est. Return
+69.65%
5 Year Est. Return
+75.1%
10 Year Est. Return
+333.11%
AUM
$3.14B
AUM Growth
+$660M
Cap. Flow
+$449M
Cap. Flow %
14.26%
Top 10 Hldgs %
79.91%
Holding
289
New
8
Increased
6
Reduced
270
Closed
4

Top Buys

Rank Stock Value
1
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$232M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$225M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$95.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$56.5M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$25.6M

Top Sells

Rank Stock Value
1
BKLN icon
Invesco Senior Loan ETF
BKLN
+$37.6M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$29.2M
3
AAPL icon
Apple
AAPL
+$6.36M
4
MSFT icon
Microsoft
MSFT
+$5.43M
5
AMZN icon
Amazon
AMZN
+$3.75M

Sector Composition

Rank Sector Weight
1 Miscellaneous 76.25%
2 Technology 6.06%
3 Financials 3.51%
4 Healthcare 3.18%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALL icon
176
Allstate
ALL
$65.1B
$1.39M 0.04%
10,690
-1,792
-14% -$232K
FDX icon
177
FedEx
FDX
$72.1B
$1.39M 0.04%
4,666
-708
-13% -$210K
RNG icon
178
RingCentral
RNG
$6.05B
$1.37M 0.04%
4,725
-1,937
-29% -$553K
CSGP icon
179
CoStar Group
CSGP
$12.5B
$1.37M 0.04%
16,540
-2,820
-15% -$244K
MKC icon
180
McCormick & Company Non-Voting
MKC
$13.5B
$1.36M 0.04%
15,396
-2,459
-14% -$219K
CL icon
181
Colgate-Palmolive
CL
$69.8B
$1.36M 0.04%
16,705
-2,881
-15% -$236K
TREX icon
182
Trex
TREX
$4.39B
$1.35M 0.04%
13,197
-2,621
-17% -$265K
LULU icon
183
lululemon athletica
LULU
$10.8B
$1.34M 0.04%
3,677
-684
-16% -$225K
DG icon
184
Dollar General
DG
$27.6B
$1.33M 0.04%
6,126
-1,306
-18% -$274K
NEM icon
185
Newmont
NEM
$131B
$1.32M 0.04%
20,891
-3,602
-15% -$241K
WELL icon
186
Welltower
WELL
$170B
$1.31M 0.04%
15,797
-2,476
-14% -$190K
AMD icon
187
Advanced Micro Devices
AMD
$847B
$1.31M 0.04%
13,921
-2,055
-13% -$166K
CHD icon
188
Church & Dwight Co
CHD
$22.5B
$1.3M 0.04%
15,302
-2,638
-15% -$228K
AME icon
189
Ametek
AME
$53.7B
$1.29M 0.04%
9,696
-1,493
-13% -$200K
MET icon
190
MetLife
MET
$62.2B
$1.27M 0.04%
21,218
-3,385
-14% -$215K
ICE icon
191
Intercontinental Exchange
ICE
$87.6B
$1.27M 0.04%
10,664
-1,620
-13% -$186K
ARE icon
192
Alexandria Real Estate Equities
ARE
$9.16B
$1.25M 0.04%
6,858
-1,012
-13% -$181K
PPG icon
193
PPG Industries
PPG
$23.5B
$1.25M 0.04%
7,352
-5,365
-42% -$920K
ITW icon
194
Illinois Tool Works
ITW
$76.5B
$1.25M 0.04%
5,572
-845
-13% -$193K
CCK icon
195
Crown Holdings
CCK
$12.3B
$1.25M 0.04%
12,176
-2,513
-17% -$265K
LYB icon
196
LyondellBasell Industries
LYB
$20.9B
$1.24M 0.04%
12,049
-1,916
-14% -$207K
AON icon
197
Aon
AON
$64.2B
$1.23M 0.04%
5,141
-852
-14% -$208K
SRE icon
198
Sempra
SRE
$53.5B
$1.23M 0.04%
18,524
-2,910
-14% -$199K
AWK icon
199
American Water Works
AWK
$27.5B
$1.23M 0.04%
7,957
-1,209
-13% -$188K
GIS icon
200
General Mills
GIS
$19.9B
$1.22M 0.04%
20,084
-3,157
-14% -$195K
6 7
8
9 10

Similar funds

MF
Milford Funds Auckland $6.14B AUM
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Sumitomo Life Insurance's Q2 2021 Portfolio in Review

As of Q2 2021, Sumitomo Life Insurance held 289 positions worth $3.14B, up 27% from $2.49B the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Sumitomo Life Insurance deployed $449M of net new capital in Q2 2021, opening 8 new positions and adding to 6 existing holdings. Its largest new stake was iShares MSCI All Country Asia ex Japan ETF: 2,478,765 shares worth $234M.

By sector, the portfolio is most concentrated in Miscellaneous at 76% of assets, up from 68% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares S&P GSCI Commodity-Indexed Trust, an estimated $29.2M trimmed.

  • Sumitomo Life Insurance's largest Q2 2021 buy was iShares MSCI All Country Asia ex Japan ETF: 2,478,765 shares worth $234M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q2 2021, an estimated $225M increase.
  • Sumitomo Life Insurance's biggest Q2 2021 reduction was iShares S&P GSCI Commodity-Indexed Trust, cutting an estimated $29.2M.
  • Sumitomo Life Insurance fully exited Invesco Senior Loan ETF in Q2 2021, selling an estimated $37.6M.
  • Sumitomo Life Insurance's ten largest holdings make up 80% of its $3.14B portfolio in Q2 2021.
  • Sumitomo Life Insurance opened 8 new positions and closed 4 in Q2 2021.
  • Sumitomo Life Insurance's portfolio value rose 27% quarter-over-quarter to $3.14B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2021, filed 20 Jul 2021.