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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
+9.18%
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
$2.15B
AUM Growth
+$284M
Cap. Flow
+$119M
Cap. Flow %
5.54%
Top 10 Hldgs %
70.4%
Holding
272
New
11
Increased
7
Reduced
240
Closed
6

Top Buys

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$65.1M
2
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$33.9M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$32.7M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$24.8M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$13M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$4.16M
2
AAPL icon
Apple
AAPL
+$3.2M
3
AMZN icon
Amazon
AMZN
+$2.63M
4
META icon
Meta Platforms (Facebook)
META
+$1.35M
5
MPC icon
Marathon Petroleum
MPC
+$1.19M

Sector Composition

Rank Sector Weight
1 Technology 9.26%
2 Healthcare 5.2%
3 Consumer Discretionary 4.42%
4 Financials 4.38%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PRU icon
201
Prudential Financial
PRU
$41.8B
$1.12M 0.05%
17,670
– –
FRPT icon
202
Freshpet
FRPT
$3.22B
$1.1M 0.05%
9,867
-776
-7% -$79K
TSN icon
203
Tyson Foods
TSN
$20.4B
$1.1M 0.05%
18,515
-1,361
-7% -$83.9K
QLYS icon
204
Qualys
QLYS
$6.35B
$1.1M 0.05%
11,208
-472
-4% -$50.5K
WBA
205
DELISTED
Walgreens Boots Alliance
WBA
$1.1M 0.05%
30,566
-2,249
-7% -$87.9K
DFS
206
DELISTED
Discover Financial Services
DFS
$1.09M 0.05%
18,870
-1,622
-8% -$84.9K
SJM icon
207
J.M. Smucker
SJM
$12.8B
$1.09M 0.05%
9,423
-567
-6% -$63.2K
COR icon
208
Cencora
COR
$61.2B
$1.07M 0.05%
11,047
-698
-6% -$69.4K
MET icon
209
MetLife
MET
$62.1B
$1.06M 0.05%
28,472
-2,322
-8% -$88.1K
NUE icon
210
Nucor
NUE
$62.1B
$1.05M 0.05%
23,503
-1,917
-8% -$84.9K
TEAM icon
211
Atlassian
TEAM
$37.8B
$1.04M 0.05%
5,716
-148
-3% -$26.4K
HSY icon
212
Hershey
HSY
$36.6B
$1.03M 0.05%
7,181
-430
-6% -$61K
EQIX icon
213
Equinix
EQIX
$103B
$1.02M 0.05%
+1,336
New +$1.01M
AVB icon
214
AvalonBay Communities
AVB
$26.8B
$1.01M 0.05%
6,781
-502
-7% -$76.8K
CE icon
215
Celanese
CE
$4.82B
$983K 0.05%
9,150
-381
-4% -$38K
ACGL icon
216
Arch Capital
ACGL
$33.6B
$966K 0.04%
33,011
-2,693
-8% -$82.1K
DHI icon
217
D.R. Horton
DHI
$42.3B
$959K 0.04%
12,674
-858
-6% -$58.6K
SYY icon
218
Sysco
SYY
$40.3B
$946K 0.04%
15,208
-1,127
-7% -$65.6K
EOG icon
219
EOG Resources
EOG
$70.7B
$929K 0.04%
25,853
-1,172
-4% -$52.6K
NTAP icon
220
NetApp
NTAP
$37.2B
$879K 0.04%
20,059
-979
-5% -$42.7K
STT icon
221
State Street
STT
$50.7B
$867K 0.04%
14,617
-879
-6% -$57.1K
OMC icon
222
Omnicom Group
OMC
$23.4B
$858K 0.04%
17,343
-1,415
-8% -$75.8K
LW icon
223
Lamb Weston
LW
$7.19B
$839K 0.04%
12,657
-3,638
-22% -$233K
DOC icon
224
Healthpeak Properties
DOC
$14.8B
$825K 0.04%
30,398
-1,482
-5% -$40.6K
EQR icon
225
Equity Residential
EQR
$25.1B
$800K 0.04%
15,580
-759
-5% -$42K
7 8
9
10 11

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Sumitomo Life Insurance's Q3 2020 Portfolio in Review

As of Q3 2020, Sumitomo Life Insurance held 272 positions worth $2.15B, up 15% from $1.87B the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Sumitomo Life Insurance deployed $119M of net new capital in Q3 2020, opening 11 new positions and adding to 7 existing holdings. Its largest new stake was iShares TIPS Bond ETF: 517,928 shares worth $65.5M.

By sector, the portfolio is most concentrated in Technology at 9.3% of assets, down from 10% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was Microsoft, an estimated $4.16M trimmed.

  • Sumitomo Life Insurance's largest Q3 2020 buy was iShares TIPS Bond ETF: 517,928 shares worth $65.5M.
  • Sumitomo Life Insurance added most to Edwards Lifesciences in Q3 2020, an estimated $545K increase.
  • Sumitomo Life Insurance's biggest Q3 2020 reduction was Microsoft, cutting an estimated $4.16M.
  • Sumitomo Life Insurance fully exited Marathon Petroleum in Q3 2020, selling an estimated $1.19M.
  • Sumitomo Life Insurance's ten largest holdings make up 70% of its $2.15B portfolio in Q3 2020.
  • Sumitomo Life Insurance opened 11 new positions and closed 6 in Q3 2020.
  • Sumitomo Life Insurance's portfolio value rose 15% quarter-over-quarter to $2.15B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2020, filed 29 Oct 2020.