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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
+8.96%
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
$4.2B
AUM Growth
+$464M
Cap. Flow
+$148M
Cap. Flow %
3.52%
Top 10 Hldgs %
84.47%
Holding
280
New
10
Increased
17
Reduced
244
Closed
7

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$182M
2
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$96M
3
BKLN icon
Invesco Senior Loan ETF
BKLN
+$60M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$31.7M
5
LAD icon
Lithia Motors
LAD
+$1.77M

Top Sells

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$145M
2
TIP icon
iShares TIPS Bond ETF
TIP
+$41.3M
3
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$15.1M
4
MA icon
Mastercard
MA
+$1.65M
5
AAPL icon
Apple
AAPL
+$1.6M

Sector Composition

Rank Sector Weight
1 Technology 5.09%
2 Healthcare 2.48%
3 Financials 2.37%
4 Consumer Discretionary 2.2%
5 Communication Services 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GRMN
176
Garmin
GRMN
$59.2B
$1.38M 0.03%
+10,148
New +$1.47M
WY icon
177
Weyerhaeuser
WY
$18.6B
$1.36M 0.03%
33,012
-886
-3% -$33.6K
PCAR icon
178
PACCAR
PCAR
$69.6B
$1.35M 0.03%
23,010
-800
-3% -$46.2K
AME icon
179
Ametek
AME
$57.9B
$1.33M 0.03%
9,059
-244
-3% -$33.4K
CL icon
180
Colgate-Palmolive
CL
$74.1B
$1.33M 0.03%
15,610
-418
-3% -$32.6K
BALL icon
181
Ball Corp
BALL
$16.7B
$1.33M 0.03%
13,824
-371
-3% -$34.3K
ZS icon
182
Zscaler
ZS
$27.4B
$1.33M 0.03%
4,135
-186
-4% -$58.6K
ECL icon
183
Ecolab
ECL
$80.2B
$1.32M 0.03%
5,644
-152
-3% -$34.4K
LPLA icon
184
LPL Financial
LPLA
$28.2B
$1.29M 0.03%
8,040
+1,799
+29% +$297K
ITW icon
185
Illinois Tool Works
ITW
$85.2B
$1.28M 0.03%
5,207
-140
-3% -$32.5K
EA
186
DELISTED
Electronic Arts
EA
$1.28M 0.03%
9,730
-301
-3% -$40.5K
EXC icon
187
Exelon
EXC
$46.7B
$1.27M 0.03%
30,799
-1,070
-3% -$40.3K
WELL icon
188
Welltower
WELL
$171B
$1.27M 0.03%
14,762
-396
-3% -$33K
GIS icon
189
General Mills
GIS
$19.4B
$1.26M 0.03%
18,767
-503
-3% -$32K
NTAP icon
190
NetApp
NTAP
$37.5B
$1.26M 0.03%
13,714
-367
-3% -$33.1K
NEM icon
191
Newmont
NEM
$119B
$1.21M 0.03%
19,521
-524
-3% -$29.7K
TOL icon
192
Toll Brothers
TOL
$14.5B
$1.21M 0.03%
16,732
-581
-3% -$37.3K
NDAQ icon
193
Nasdaq
NDAQ
$53.5B
$1.2M 0.03%
17,130
-459
-3% -$31.3K
AEP icon
194
American Electric Power
AEP
$68.1B
$1.18M 0.03%
13,291
-356
-3% -$30K
MCHP icon
195
Microchip Technology
MCHP
$44.9B
$1.18M 0.03%
13,546
-470
-3% -$38K
ALL icon
196
Allstate
ALL
$67.7B
$1.18M 0.03%
9,990
-268
-3% -$31.7K
ATVI
197
DELISTED
Activision Blizzard
ATVI
$1.17M 0.03%
17,616
-544
-3% -$37.2K
DVN icon
198
Devon Energy
DVN
$47.2B
$1.17M 0.03%
26,492
-861
-3% -$35.8K
CMS icon
199
CMS Energy
CMS
$22.2B
$1.16M 0.03%
17,856
-478
-3% -$29.3K
APD icon
200
Air Products & Chemicals
APD
$66.7B
$1.16M 0.03%
3,795
-132
-3% -$38.8K
6 7
8
9 10

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Sumitomo Life Insurance's Q4 2021 Portfolio in Review

As of Q4 2021, Sumitomo Life Insurance held 280 positions worth $4.2B, up 12% from $3.74B the previous quarter. Its ten largest holdings account for 84% of the portfolio.

Sumitomo Life Insurance deployed $148M of net new capital in Q4 2021, opening 10 new positions and adding to 17 existing holdings. Its largest new stake was Invesco Senior Loan ETF: 2,717,300 shares worth $60.1M.

By sector, the portfolio is most concentrated in Technology at 5.1% of assets, up from 5% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was iShares TIPS Bond ETF, an estimated $41.3M trimmed.

  • Sumitomo Life Insurance's largest Q4 2021 buy was Invesco Senior Loan ETF: 2,717,300 shares worth $60.1M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q4 2021, an estimated $182M increase.
  • Sumitomo Life Insurance's biggest Q4 2021 reduction was iShares TIPS Bond ETF, cutting an estimated $41.3M.
  • Sumitomo Life Insurance fully exited iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2021, selling an estimated $145M.
  • Sumitomo Life Insurance's ten largest holdings make up 84% of its $4.2B portfolio in Q4 2021.
  • Sumitomo Life Insurance opened 10 new positions and closed 7 in Q4 2021.
  • Sumitomo Life Insurance's portfolio value rose 12% quarter-over-quarter to $4.2B.

Based on Sumitomo Life Insurance's 13F filing for Q4 2021, filed 4 Feb 2022.