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SLI

Sumitomo Life Insurance Portfolio holdings

AUM $6.12B
1-Year Est. Return 21.82%
This Fund
S&P 500
This Quarter Est. Return
+7.75%
1 Year Est. Return
+21.82%
3 Year Est. Return
+69.65%
5 Year Est. Return
+75.1%
10 Year Est. Return
+333.11%
AUM
$3.14B
AUM Growth
+$660M
Cap. Flow
+$449M
Cap. Flow %
14.26%
Top 10 Hldgs %
79.91%
Holding
289
New
8
Increased
6
Reduced
270
Closed
4

Top Buys

Rank Stock Value
1
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$232M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$225M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$95.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$56.5M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$25.6M

Top Sells

Rank Stock Value
1
BKLN icon
Invesco Senior Loan ETF
BKLN
+$37.6M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$29.2M
3
AAPL icon
Apple
AAPL
+$6.36M
4
MSFT icon
Microsoft
MSFT
+$5.43M
5
AMZN icon
Amazon
AMZN
+$3.75M

Sector Composition

Rank Sector Weight
1 Miscellaneous 76.25%
2 Technology 6.06%
3 Financials 3.51%
4 Healthcare 3.18%
5 Consumer Discretionary 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MLM icon
201
Martin Marietta Materials
MLM
$36.1B
$1.22M 0.04%
3,477
-555
-14% -$198K
WY icon
202
Weyerhaeuser
WY
$16.1B
$1.22M 0.04%
35,329
-5,639
-14% -$209K
AEP icon
203
American Electric Power
AEP
$66.1B
$1.2M 0.04%
14,222
-2,420
-15% -$208K
NTAP icon
204
NetApp
NTAP
$37.5B
$1.2M 0.04%
14,674
-2,309
-14% -$180K
BALL icon
205
Ball Corp
BALL
$16.3B
$1.2M 0.04%
14,795
-2,279
-13% -$197K
FRPT icon
206
Freshpet
FRPT
$2.98B
$1.19M 0.04%
7,322
-1,129
-13% -$193K
APD icon
207
Air Products & Chemicals
APD
$65B
$1.18M 0.04%
4,092
-605
-13% -$178K
PGNY icon
208
Progyny
PGNY
$2.14B
$1.16M 0.04%
19,701
-2,932
-13% -$165K
WMB icon
209
Williams Companies
WMB
$87B
$1.14M 0.04%
43,057
-6,751
-14% -$173K
CMS icon
210
CMS Energy
CMS
$20.8B
$1.13M 0.04%
19,106
-2,995
-14% -$186K
KR icon
211
Kroger
KR
$37.1B
$1.1M 0.03%
28,691
-4,925
-15% -$185K
NDAQ icon
212
Nasdaq
NDAQ
$50.1B
$1.08M 0.03%
18,387
-2,952
-14% -$162K
LPRO
213
DELISTED
Open Lending Corp
LPRO
$1.08M 0.03%
+24,977
New +$960K
EXC icon
214
Exelon
EXC
$43.8B
$1.05M 0.03%
33,309
-4,797
-13% -$154K
TOL icon
215
Toll Brothers
TOL
$12.4B
$1.04M 0.03%
18,040
-2,662
-13% -$162K
OMC icon
216
Omnicom Group
OMC
$21.9B
$1.04M 0.03%
12,948
-2,039
-14% -$166K
TSN icon
217
Tyson Foods
TSN
$18.6B
$1.02M 0.03%
13,834
-2,042
-13% -$158K
CE icon
218
Celanese
CE
$5.16B
$1.02M 0.03%
6,706
-1,024
-13% -$163K
SPG icon
219
Simon Property Group
SPG
$66.4B
$1.01M 0.03%
7,728
-1,037
-12% -$129K
FTV icon
220
Fortive
FTV
$16.9B
$999K 0.03%
19,015
-2,922
-13% -$157K
TRU icon
221
TransUnion
TRU
$14.6B
$986K 0.03%
8,975
-1,269
-12% -$132K
ACGL icon
222
Arch Capital
ACGL
$33.2B
$979K 0.03%
25,137
-3,389
-12% -$134K
ZS icon
223
Zscaler
ZS
$31.3B
$976K 0.03%
4,515
-674
-13% -$128K
DOCU
224
DocuSign
DOCU
$13.3B
$972K 0.03%
3,478
-576
-14% -$129K
GTLS
225
DELISTED
Chart Industries
GTLS
$966K 0.03%
+6,602
New +$968K
7 8
9
10 11

Similar funds

MF
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SC
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LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Sumitomo Life Insurance's Q2 2021 Portfolio in Review

As of Q2 2021, Sumitomo Life Insurance held 289 positions worth $3.14B, up 27% from $2.49B the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Sumitomo Life Insurance deployed $449M of net new capital in Q2 2021, opening 8 new positions and adding to 6 existing holdings. Its largest new stake was iShares MSCI All Country Asia ex Japan ETF: 2,478,765 shares worth $234M.

By sector, the portfolio is most concentrated in Miscellaneous at 76% of assets, up from 68% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares S&P GSCI Commodity-Indexed Trust, an estimated $29.2M trimmed.

  • Sumitomo Life Insurance's largest Q2 2021 buy was iShares MSCI All Country Asia ex Japan ETF: 2,478,765 shares worth $234M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q2 2021, an estimated $225M increase.
  • Sumitomo Life Insurance's biggest Q2 2021 reduction was iShares S&P GSCI Commodity-Indexed Trust, cutting an estimated $29.2M.
  • Sumitomo Life Insurance fully exited Invesco Senior Loan ETF in Q2 2021, selling an estimated $37.6M.
  • Sumitomo Life Insurance's ten largest holdings make up 80% of its $3.14B portfolio in Q2 2021.
  • Sumitomo Life Insurance opened 8 new positions and closed 4 in Q2 2021.
  • Sumitomo Life Insurance's portfolio value rose 27% quarter-over-quarter to $3.14B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2021, filed 20 Jul 2021.