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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
TREX icon
176
Trex
TREX
$5.01B
$1.3M 0.03%
12,749
-448
-3% -$46.8K
NSC icon
177
Norfolk Southern
NSC
$75.1B
$1.29M 0.03%
5,402
-227
-4% -$58.2K
AWK icon
178
American Water Works
AWK
$26.9B
$1.29M 0.03%
7,635
-322
-4% -$56.3K
BALL icon
179
Ball Corp
BALL
$16.8B
$1.28M 0.03%
14,195
-600
-4% -$53.2K
MAS icon
180
Masco
MAS
$15.3B
$1.27M 0.03%
22,812
-963
-4% -$57.1K
NTAP icon
181
NetApp
NTAP
$37.2B
$1.26M 0.03%
14,081
-593
-4% -$50.1K
ARE icon
182
Alexandria Real Estate Equities
ARE
$8.56B
$1.26M 0.03%
6,582
-276
-4% -$54.9K
PCAR icon
183
PACCAR
PCAR
$70.1B
$1.25M 0.03%
23,810
-1,000
-4% -$55.5K
WELL icon
184
Welltower
WELL
$171B
$1.25M 0.03%
15,158
-639
-4% -$54.9K
CHD icon
185
Church & Dwight Co
CHD
$24.5B
$1.21M 0.03%
14,683
-619
-4% -$52.5K
CL icon
186
Colgate-Palmolive
CL
$74.4B
$1.21M 0.03%
16,028
-677
-4% -$53.8K
ECL icon
187
Ecolab
ECL
$79.9B
$1.21M 0.03%
5,796
-1,443
-20% -$316K
GTLS
188
DELISTED
Chart Industries
GTLS
$1.21M 0.03%
6,323
-279
-4% -$48.1K
WY icon
189
Weyerhaeuser
WY
$18.4B
$1.21M 0.03%
33,898
-1,431
-4% -$50.1K
MKC icon
190
McCormick & Company Non-Voting
MKC
$14.2B
$1.2M 0.03%
14,773
-623
-4% -$53.5K
AME icon
191
Ametek
AME
$58.2B
$1.15M 0.03%
9,303
-393
-4% -$52.8K
GIS icon
192
General Mills
GIS
$19.7B
$1.15M 0.03%
19,270
-814
-4% -$48.1K
ZS icon
193
Zscaler
ZS
$27.3B
$1.13M 0.03%
4,321
-194
-4% -$48.7K
NDAQ icon
194
Nasdaq
NDAQ
$52.9B
$1.13M 0.03%
17,589
-798
-4% -$50.2K
SRE icon
195
Sempra
SRE
$54.8B
$1.12M 0.03%
17,774
-750
-4% -$49.5K
AEP icon
196
American Electric Power
AEP
$68.4B
$1.11M 0.03%
13,647
-575
-4% -$50.2K
COF icon
197
Capital One
COF
$134B
$1.1M 0.03%
6,821
-12,171
-64% -$1.99M
ITW icon
198
Illinois Tool Works
ITW
$85.3B
$1.1M 0.03%
5,347
-225
-4% -$50.7K
EXC icon
199
Exelon
EXC
$47B
$1.1M 0.03%
31,869
-1,440
-4% -$49.2K
JLL icon
200
Jones Lang LaSalle
JLL
$16.7B
$1.1M 0.03%
4,423
-195
-4% -$44.5K
6 7
8
9 10

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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.