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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
+5.79%
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
$2.49B
AUM Growth
+$118M
Cap. Flow
-$5.35M
Cap. Flow %
-0.22%
Top 10 Hldgs %
73.19%
Holding
286
New
13
Increased
27
Reduced
240
Closed
5

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$94.9M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$23.4M
3
VNQ icon
Vanguard Real Estate ETF
VNQ
+$21.2M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$19.4M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$6.85M

Top Sells

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$104M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$28.2M
3
AAPL icon
Apple
AAPL
+$4.32M
4
AMZN icon
Amazon
AMZN
+$3.39M
5
V icon
Visa
V
+$2.19M

Sector Composition

Rank Sector Weight
1 Technology 7.78%
2 Financials 4.56%
3 Healthcare 4.26%
4 Consumer Discretionary 3.89%
5 Communication Services 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMS icon
201
CMS Energy
CMS
$22.3B
$1.35M 0.05%
22,101
-8,840
-29% -$508K
FRPT icon
202
Freshpet
FRPT
$3.22B
$1.34M 0.05%
8,451
-349
-4% -$52.6K
LULU icon
203
lululemon athletica
LULU
$14.6B
$1.34M 0.05%
4,361
-137
-3% -$45K
APD icon
204
Air Products & Chemicals
APD
$67.6B
$1.32M 0.05%
4,697
-193
-4% -$52.5K
WELL icon
205
Welltower
WELL
$171B
$1.31M 0.05%
18,273
-751
-4% -$50.4K
ARE icon
206
Alexandria Real Estate Equities
ARE
$8.56B
$1.29M 0.05%
7,870
-325
-4% -$54.2K
AMD icon
207
Advanced Micro Devices
AMD
$789B
$1.25M 0.05%
15,976
-660
-4% -$56.8K
NTAP icon
208
NetApp
NTAP
$37.2B
$1.23M 0.05%
16,983
-698
-4% -$46.9K
KR icon
209
Kroger
KR
$34.8B
$1.21M 0.05%
33,616
-1,622
-5% -$55.4K
EXC icon
210
Exelon
EXC
$47B
$1.19M 0.05%
38,106
-1,573
-4% -$47.3K
TSN icon
211
Tyson Foods
TSN
$20.4B
$1.18M 0.05%
15,876
-655
-4% -$45.2K
WMB icon
212
Williams Companies
WMB
$86.1B
$1.18M 0.05%
49,808
-2,048
-4% -$46.5K
TOL icon
213
Toll Brothers
TOL
$14.5B
$1.17M 0.05%
20,702
-855
-4% -$44.8K
FTV icon
214
Fortive
FTV
$18.6B
$1.17M 0.05%
21,937
-901
-4% -$46.6K
CE icon
215
Celanese
CE
$4.82B
$1.16M 0.05%
7,730
-318
-4% -$43.7K
WEC icon
216
WEC Energy
WEC
$35.1B
$1.12M 0.05%
11,980
-510
-4% -$44.5K
COR icon
217
Cencora
COR
$61.2B
$1.12M 0.05%
9,487
-393
-4% -$42.5K
OMC icon
218
Omnicom Group
OMC
$23.4B
$1.11M 0.04%
14,987
-616
-4% -$42.5K
ACGL icon
219
Arch Capital
ACGL
$33.6B
$1.09M 0.04%
28,526
-1,174
-4% -$41.8K
NDAQ icon
220
Nasdaq
NDAQ
$52.9B
$1.05M 0.04%
21,339
-873
-4% -$41.5K
STT icon
221
State Street
STT
$50.7B
$1.05M 0.04%
12,483
-514
-4% -$39.8K
SJM icon
222
J.M. Smucker
SJM
$12.8B
$1.03M 0.04%
8,155
-349
-4% -$41.2K
SYY icon
223
Sysco
SYY
$40.3B
$1.02M 0.04%
12,973
-535
-4% -$41.5K
PGNY icon
224
Progyny
PGNY
$2.2B
$1.01M 0.04%
+22,633
New +$1.06M
DOW icon
225
Dow Inc
DOW
$21.2B
$1.01M 0.04%
15,738
-644
-4% -$38.5K
7 8
9
10 11

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Sumitomo Life Insurance's Q1 2021 Portfolio in Review

As of Q1 2021, Sumitomo Life Insurance held 286 positions worth $2.49B, up 5% from $2.37B the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Sumitomo Life Insurance's Q1 2021 filing shows 13 new, 27 increased, 240 reduced and 5 closed positions. Its largest new stake was Labcorp: 9,191 shares worth $2.01M. The largest sale was iShares TIPS Bond ETF, an estimated $104M.

By sector, the portfolio is most concentrated in Technology at 7.8% of assets, down from 8.6% a quarter earlier, followed by Financials and Healthcare.

  • Sumitomo Life Insurance's largest Q1 2021 buy was Labcorp: 9,191 shares worth $2.01M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q1 2021, an estimated $94.9M increase.
  • Sumitomo Life Insurance's biggest Q1 2021 reduction was Vanguard FTSE Emerging Markets ETF, cutting an estimated $28.2M.
  • Sumitomo Life Insurance fully exited iShares TIPS Bond ETF in Q1 2021, selling an estimated $104M.
  • Sumitomo Life Insurance's ten largest holdings make up 73% of its $2.49B portfolio in Q1 2021.
  • Sumitomo Life Insurance opened 13 new positions and closed 5 in Q1 2021.
  • Sumitomo Life Insurance's portfolio value rose 5% quarter-over-quarter to $2.49B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2021, filed 27 Apr 2021.