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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
IVV icon
1
iShares Core S&P 500 ETF
IVV
$872B
$1.52B 61.1%
3,816,917
+245,000
+7% +$94.9M
AAPL icon
2
Apple
AAPL
$4.9T
$46.3M 1.87%
379,417
-33,689
-8% -$4.32M
EMB icon
3
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$42.8M 1.72%
393,000
+174,000
+79% +$19.4M
MSFT icon
4
Microsoft
MSFT
$3.35T
$38M 1.53%
161,384
-4,165
-3% -$966K
BKLN icon
5
Invesco Senior Loan ETF
BKLN
$6.97B
$37.6M 1.51%
1,700,000
+307,574
+22% +$6.85M
GSG icon
6
iShares S&P GSCI Commodity-Indexed Trust
GSG
$995M
$37.1M 1.49%
2,655,000
+1,705,000
+179% +$23.4M
VNQ icon
7
Vanguard Real Estate ETF
VNQ
$39.4B
$33.5M 1.35%
365,000
+241,000
+194% +$21.2M
AMZN icon
8
Amazon
AMZN
$2.53T
$27.1M 1.09%
175,380
-21,360
-11% -$3.39M
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$20.6M 0.83%
395,904
-530,000
-57% -$28.2M
META icon
10
Meta Platforms (Facebook)
META
$1.37T
$17.3M 0.7%
58,763
-2,660
-4% -$716K
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.08T
$16.3M 0.66%
158,060
-6,900
-4% -$681K
GOOG icon
12
Alphabet (Google) Class C
GOOG
$4.08T
$13.2M 0.53%
127,540
-5,260
-4% -$522K
TSLA icon
13
Tesla
TSLA
$1.22T
$10.7M 0.43%
48,102
+4,344
+10% +$1.09M
JPM icon
14
JPMorgan Chase
JPM
$933B
$9.84M 0.4%
64,606
+1,883
+3% +$271K
NVDA icon
15
NVIDIA
NVDA
$4.72T
$9.3M 0.37%
696,960
-600
-0.1% -$8.06K
UNH icon
16
UnitedHealth
UNH
$383B
$9.21M 0.37%
24,768
-1,566
-6% -$543K
BAC icon
17
Bank of America
BAC
$433B
$8.98M 0.36%
232,176
-8,825
-4% -$305K
PYPL icon
18
PayPal
PYPL
$49.3B
$8.89M 0.36%
36,601
+659
+2% +$166K
HD icon
19
Home Depot
HD
$332B
$8.63M 0.35%
28,258
-1,497
-5% -$413K
V icon
20
Visa
V
$673B
$8.13M 0.33%
38,372
-10,384
-21% -$2.19M
JNJ icon
21
Johnson & Johnson
JNJ
$617B
$8.04M 0.32%
48,895
-3,337
-6% -$540K
PG icon
22
Procter & Gamble
PG
$335B
$7.85M 0.32%
57,978
-3,762
-6% -$491K
MA icon
23
Mastercard
MA
$510B
$7.75M 0.31%
21,780
-900
-4% -$314K
ADBE icon
24
Adobe
ADBE
$98.5B
$7.64M 0.31%
16,067
-1,562
-9% -$730K
DIS icon
25
Walt Disney
DIS
$167B
$7.57M 0.3%
41,042
-6,546
-14% -$1.21M
1
2 3 4 5

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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.