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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
+12.03%
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
$2.37B
AUM Growth
+$218M
Cap. Flow
-$25.2M
Cap. Flow %
-1.06%
Top 10 Hldgs %
71.95%
Holding
286
New
20
Increased
7
Reduced
244
Closed
13

Top Buys

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$37.8M
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$10.3M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.18M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$5.49M
5
SYK icon
Stryker
SYK
+$2.12M

Top Sells

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$9.33M
2
AAPL icon
Apple
AAPL
+$6.6M
3
MSFT icon
Microsoft
MSFT
+$3.07M
4
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$2.8M
5
AMZN icon
Amazon
AMZN
+$2.34M

Sector Composition

Rank Sector Weight
1 Technology 8.6%
2 Healthcare 4.68%
3 Financials 4.49%
4 Consumer Discretionary 4.07%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WELL icon
201
Welltower
WELL
$171B
$1.23M 0.05%
19,024
-2,123
-10% -$129K
FTV icon
202
Fortive
FTV
$18.6B
$1.22M 0.05%
22,838
-8,075
-26% -$415K
MET icon
203
MetLife
MET
$62.1B
$1.2M 0.05%
25,615
-2,857
-10% -$124K
EXC icon
204
Exelon
EXC
$47B
$1.2M 0.05%
39,679
-4,825
-11% -$142K
NTAP icon
205
NetApp
NTAP
$37.2B
$1.17M 0.05%
17,681
-2,378
-12% -$126K
FTNT icon
206
Fortinet
FTNT
$117B
$1.17M 0.05%
+39,305
New +$993K
WEC icon
207
WEC Energy
WEC
$35.1B
$1.15M 0.05%
12,490
-1,138
-8% -$111K
NUE icon
208
Nucor
NUE
$62.1B
$1.13M 0.05%
21,144
-2,359
-10% -$122K
KR icon
209
Kroger
KR
$34.8B
$1.12M 0.05%
35,238
-3,303
-9% -$107K
TEAM icon
210
Atlassian
TEAM
$37.8B
$1.09M 0.05%
4,669
-1,047
-18% -$221K
WBA
211
DELISTED
Walgreens Boots Alliance
WBA
$1.09M 0.05%
27,291
-3,275
-11% -$127K
EOG icon
212
EOG Resources
EOG
$70.7B
$1.08M 0.05%
21,699
-4,154
-16% -$181K
VMW
213
DELISTED
VMware, Inc
VMW
$1.08M 0.05%
7,676
-876
-10% -$125K
ACGL icon
214
Arch Capital
ACGL
$33.6B
$1.07M 0.05%
29,700
-3,311
-10% -$109K
TSN icon
215
Tyson Foods
TSN
$20.4B
$1.06M 0.05%
16,531
-1,984
-11% -$123K
OKTA icon
216
Okta
OKTA
$25.8B
$1.06M 0.04%
+4,177
New +$993K
TRU icon
217
TransUnion
TRU
$15.3B
$1.06M 0.04%
+10,663
New +$976K
FISV
218
Fiserv Inc
FISV
$27.9B
$1.05M 0.04%
+9,226
New +$994K
CE icon
219
Celanese
CE
$4.82B
$1.05M 0.04%
8,048
-1,102
-12% -$137K
WMB icon
220
Williams Companies
WMB
$86.1B
$1.04M 0.04%
51,856
-5,785
-10% -$117K
SYY icon
221
Sysco
SYY
$40.3B
$1M 0.04%
13,508
-1,700
-11% -$117K
ROP icon
222
Roper Technologies
ROP
$39.8B
$999K 0.04%
+2,317
New +$952K
HSY icon
223
Hershey
HSY
$36.6B
$989K 0.04%
6,493
-688
-10% -$102K
VTRS icon
224
Viatris
VTRS
$18.9B
$985K 0.04%
52,568
+18,162
+53% +$296K
NDAQ icon
225
Nasdaq
NDAQ
$52.9B
$983K 0.04%
+22,212
New +$940K
7 8
9
10 11

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Sumitomo Life Insurance's Q4 2020 Portfolio in Review

As of Q4 2020, Sumitomo Life Insurance held 286 positions worth $2.37B, up 10% from $2.15B the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Sumitomo Life Insurance's Q4 2020 filing shows 20 new, 7 increased, 244 reduced and 13 closed positions. Its largest new stake was Vanguard Real Estate ETF: 124,000 shares worth $10.5M. The largest sale was iShares JPMorgan USD Emerging Markets Bond ETF, an estimated $9.33M.

By sector, the portfolio is most concentrated in Technology at 8.6% of assets, down from 9.3% a quarter earlier, followed by Healthcare and Financials.

  • Sumitomo Life Insurance's largest Q4 2020 buy was Vanguard Real Estate ETF: 124,000 shares worth $10.5M.
  • Sumitomo Life Insurance added most to iShares TIPS Bond ETF in Q4 2020, an estimated $37.8M increase.
  • Sumitomo Life Insurance's biggest Q4 2020 reduction was iShares JPMorgan USD Emerging Markets Bond ETF, cutting an estimated $9.33M.
  • Sumitomo Life Insurance fully exited Best Buy in Q4 2020, selling an estimated $2.17M.
  • Sumitomo Life Insurance's ten largest holdings make up 72% of its $2.37B portfolio in Q4 2020.
  • Sumitomo Life Insurance opened 20 new positions and closed 13 in Q4 2020.
  • Sumitomo Life Insurance's portfolio value rose 10% quarter-over-quarter to $2.37B.

Based on Sumitomo Life Insurance's 13F filing for Q4 2020, filed 5 Feb 2021.