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
+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
IVV icon
1
iShares Core S&P 500 ETF
IVV
$869B
$1.34B 56.65%
3,571,917
– –
TIP icon
2
iShares TIPS Bond ETF
TIP
$14.5B
$104M 4.41%
817,428
+299,500
+58% +$37.8M
AAPL icon
3
Apple
AAPL
$4.89T
$54.8M 2.32%
413,106
-54,847
-12% -$6.6M
VWO icon
4
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$46.4M 1.96%
925,904
+174,000
+23% +$8.18M
MSFT icon
5
Microsoft
MSFT
$2.84T
$36.8M 1.56%
165,549
-14,294
-8% -$3.07M
AMZN icon
6
Amazon
AMZN
$2.5T
$32M 1.35%
196,740
-14,680
-7% -$2.34M
BKLN icon
7
Invesco Senior Loan ETF
BKLN
$6.97B
$31M 1.31%
1,392,426
+250,100
+22% +$5.49M
EMB icon
8
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$25.4M 1.07%
219,000
-82,443
-27% -$9.33M
META icon
9
Meta Platforms (Facebook)
META
$1.51T
$16.8M 0.71%
61,423
-6,338
-9% -$1.74M
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$3.91T
$14.5M 0.61%
164,960
-18,600
-10% -$1.56M
GSG icon
11
iShares S&P GSCI Commodity-Indexed Trust
GSG
$1.02B
$11.7M 0.49%
950,000
-247,703
-21% -$2.8M
GOOG icon
12
Alphabet (Google) Class C
GOOG
$3.9T
$11.6M 0.49%
132,800
-11,340
-8% -$957K
V icon
13
Visa
V
$677B
$10.7M 0.45%
48,756
-5,459
-10% -$1.12M
VNQ icon
14
Vanguard Real Estate ETF
VNQ
$39.9B
$10.5M 0.44%
+124,000
New +$10.3M
TSLA icon
15
Tesla
TSLA
$1.24T
$10.3M 0.43%
43,758
-5,784
-12% -$987K
UNH icon
16
UnitedHealth
UNH
$382B
$9.23M 0.39%
26,334
-2,270
-8% -$761K
NVDA icon
17
NVIDIA
NVDA
$5.01T
$9.11M 0.38%
697,560
-59,640
-8% -$798K
ADBE icon
18
Adobe
ADBE
$89.5B
$8.82M 0.37%
17,629
-1,679
-9% -$811K
DIS icon
19
Walt Disney
DIS
$165B
$8.62M 0.36%
47,588
-5,416
-10% -$777K
PG icon
20
Procter & Gamble
PG
$343B
$8.59M 0.36%
61,740
-8,617
-12% -$1.2M
PYPL icon
21
PayPal
PYPL
$49.5B
$8.42M 0.36%
35,942
-3,074
-8% -$637K
JNJ icon
22
Johnson & Johnson
JNJ
$635B
$8.22M 0.35%
52,232
-10,216
-16% -$1.51M
MA icon
23
Mastercard
MA
$477B
$8.1M 0.34%
22,680
-1,941
-8% -$646K
JPM icon
24
JPMorgan Chase
JPM
$939B
$7.97M 0.34%
62,723
-5,364
-8% -$600K
HD icon
25
Home Depot
HD
$332B
$7.9M 0.33%
29,755
-3,343
-10% -$919K
1
2 3 4 5

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
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
DT
DV Trading Chicago, Illinois $4.22B AUM
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
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

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.