We are live on ! Find out more
SLI

Sumitomo Life Insurance Portfolio holdings

AUM $4.25B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
-0.49%
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
$3.74B
AUM Growth
+$593M
Cap. Flow
+$624M
Cap. Flow %
16.69%
Top 10 Hldgs %
84.01%
Holding
288
New
3
Increased
27
Reduced
239
Closed
18

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$319M
2
TIP icon
iShares TIPS Bond ETF
TIP
+$202M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$77.8M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$69.5M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$44.1M

Top Sells

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$79.1M
2
AAPL icon
Apple
AAPL
+$3.71M
3
DHR icon
Danaher
DHR
+$2.06M
4
WFC icon
Wells Fargo
WFC
+$2.04M
5
COF icon
Capital One
COF
+$1.99M

Sector Composition

Rank Sector Weight
1 Technology 4.97%
2 Financials 2.7%
3 Healthcare 2.57%
4 Consumer Discretionary 2.33%
5 Communication Services 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMS icon
201
CMS Energy
CMS
$22.3B
$1.09M 0.03%
18,334
-772
-4% -$48.2K
NEM icon
202
Newmont
NEM
$119B
$1.09M 0.03%
20,045
-846
-4% -$49.9K
LYB icon
203
LyondellBasell Industries
LYB
$19.2B
$1.08M 0.03%
11,562
-487
-4% -$47.8K
MCHP icon
204
Microchip Technology
MCHP
$46B
$1.08M 0.03%
14,016
-6,196
-31% -$465K
WMB icon
205
Williams Companies
WMB
$86.1B
$1.07M 0.03%
41,317
-1,740
-4% -$43.8K
PGNY icon
206
Progyny
PGNY
$2.2B
$1.06M 0.03%
18,850
-851
-4% -$47K
TSN icon
207
Tyson Foods
TSN
$20.4B
$1.05M 0.03%
13,276
-558
-4% -$42.1K
LPRO
208
DELISTED
Open Lending Corp
LPRO
$1.01M 0.03%
27,925
+2,948
+12% +$113K
APD icon
209
Air Products & Chemicals
APD
$67.6B
$1.01M 0.03%
3,927
-165
-4% -$45.6K
FRPT icon
210
Freshpet
FRPT
$3.22B
$1M 0.03%
7,025
-297
-4% -$42.5K
ALB icon
211
Albemarle
ALB
$15.5B
$999K 0.03%
4,561
-159
-3% -$34K
RNG icon
212
RingCentral
RNG
$5.28B
$986K 0.03%
4,533
-192
-4% -$48.7K
BDX icon
213
Becton Dickinson
BDX
$48.7B
$985K 0.03%
4,106
-4,300
-51% -$1.05M
FDX icon
214
FedEx
FDX
$75.4B
$982K 0.03%
4,478
-188
-4% -$51K
LPLA icon
215
LPL Financial
LPLA
$28.6B
$978K 0.03%
6,241
-275
-4% -$39.5K
DVN icon
216
Devon Energy
DVN
$47.3B
$971K 0.03%
27,353
-868
-3% -$24.6K
CE icon
217
Celanese
CE
$4.82B
$969K 0.03%
6,435
-271
-4% -$41.7K
FTV icon
218
Fortive
FTV
$18.6B
$967K 0.03%
18,188
-827
-4% -$45.3K
WMG icon
219
Warner Music
WMG
$13.8B
$963K 0.03%
22,532
-787
-3% -$29.9K
TOL icon
220
Toll Brothers
TOL
$14.5B
$957K 0.03%
17,313
-727
-4% -$43K
COR icon
221
Cencora
COR
$61.2B
$948K 0.03%
7,935
-497
-6% -$59.7K
TRU icon
222
TransUnion
TRU
$15.3B
$948K 0.03%
8,444
-531
-6% -$62.4K
SPG icon
223
Simon Property Group
SPG
$72.3B
$945K 0.03%
7,271
-457
-6% -$59.5K
AIG icon
224
American International
AIG
$41.8B
$923K 0.02%
16,809
-588
-3% -$30.3K
ACGL icon
225
Arch Capital
ACGL
$33.6B
$903K 0.02%
23,651
-1,486
-6% -$58.9K
7 8
9
10 11

Similar funds

CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
NCM
Nearwater Capital Markets Dublin 4, Dublin, Ireland $4.24B AUM 66.03% 1-Year Est. Return
DT
DV Trading Chicago, Illinois $4.22B AUM
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Sumitomo Life Insurance's Q3 2021 Portfolio in Review

As of Q3 2021, Sumitomo Life Insurance held 288 positions worth $3.74B, up 19% from $3.14B the previous quarter. Its ten largest holdings account for 84% of the portfolio.

Sumitomo Life Insurance deployed $624M of net new capital in Q3 2021, opening 3 new positions and adding to 27 existing holdings. Its largest new stake was Trimble: 23,793 shares worth $1.96M.

By sector, the portfolio is most concentrated in Technology at 5% of assets, down from 6% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Apple, an estimated $3.71M trimmed.

  • Sumitomo Life Insurance's largest Q3 2021 buy was Trimble: 23,793 shares worth $1.96M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q3 2021, an estimated $319M increase.
  • Sumitomo Life Insurance's biggest Q3 2021 reduction was Apple, cutting an estimated $3.71M.
  • Sumitomo Life Insurance fully exited Vanguard FTSE Emerging Markets ETF in Q3 2021, selling an estimated $79.1M.
  • Sumitomo Life Insurance's ten largest holdings make up 84% of its $3.74B portfolio in Q3 2021.
  • Sumitomo Life Insurance opened 3 new positions and closed 18 in Q3 2021.
  • Sumitomo Life Insurance's portfolio value rose 19% quarter-over-quarter to $3.74B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2021, filed 25 Oct 2021.