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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
-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
IVV icon
1
iShares Core S&P 500 ETF
IVV
$872B
$2.19B 58.47%
5,072,817
+719,500
+17% +$319M
TIP icon
2
iShares TIPS Bond ETF
TIP
$14.5B
$296M 7.93%
2,320,000
+1,570,000
+209% +$202M
AAXJ icon
3
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.65B
$277M 7.42%
3,264,874
+786,109
+32% +$69.5M
EMB icon
4
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$145M 3.87%
1,315,660
+692,660
+111% +$77.8M
GSG icon
5
iShares S&P GSCI Commodity-Indexed Trust
GSG
$995M
$59M 1.58%
3,501,000
+2,761,000
+373% +$44.1M
VNQ icon
6
Vanguard Real Estate ETF
VNQ
$39.4B
$54.8M 1.47%
538,000
+194,000
+56% +$20.6M
AAPL icon
7
Apple
AAPL
$4.9T
$43.2M 1.16%
305,141
-25,216
-8% -$3.71M
MSFT icon
8
Microsoft
MSFT
$3.35T
$37.9M 1.01%
134,429
-5,577
-4% -$1.62M
AMZN icon
9
Amazon
AMZN
$2.53T
$24.1M 0.64%
146,620
-6,200
-4% -$1.07M
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$4.08T
$17.4M 0.46%
129,920
-5,020
-4% -$683K
META icon
11
Meta Platforms (Facebook)
META
$1.37T
$16.5M 0.44%
48,579
-1,937
-4% -$698K
GOOG icon
12
Alphabet (Google) Class C
GOOG
$4.08T
$14.1M 0.38%
105,880
-4,460
-4% -$615K
NVDA icon
13
NVIDIA
NVDA
$4.72T
$13M 0.35%
625,300
-8,660
-1% -$180K
TSLA icon
14
Tesla
TSLA
$1.22T
$10.4M 0.28%
40,188
-1,701
-4% -$400K
JPM icon
15
JPMorgan Chase
JPM
$933B
$8.69M 0.23%
53,056
-2,113
-4% -$331K
UNH icon
16
UnitedHealth
UNH
$383B
$7.99M 0.21%
20,451
-810
-4% -$335K
PYPL icon
17
PayPal
PYPL
$49.3B
$7.97M 0.21%
30,613
-707
-2% -$201K
BAC icon
18
Bank of America
BAC
$433B
$7.93M 0.21%
186,718
-11,083
-6% -$446K
ADBE icon
19
Adobe
ADBE
$98.5B
$7.62M 0.2%
13,229
-516
-4% -$325K
HD icon
20
Home Depot
HD
$332B
$7.59M 0.2%
23,136
-906
-4% -$297K
V icon
21
Visa
V
$673B
$7.19M 0.19%
32,291
-538
-2% -$126K
JNJ icon
22
Johnson & Johnson
JNJ
$617B
$6.6M 0.18%
40,875
-1,728
-4% -$295K
MA icon
23
Mastercard
MA
$510B
$6.29M 0.17%
18,083
-764
-4% -$278K
TMO icon
24
Thermo Fisher Scientific
TMO
$214B
$6.15M 0.16%
10,757
-414
-4% -$227K
DIS icon
25
Walt Disney
DIS
$167B
$5.76M 0.15%
34,076
-1,440
-4% -$257K
1
2 3 4 5

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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.