SUMITOMO LIFE INSURANCE CO

Q2 2021 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
6/30/2021
Date filed
7/20/2021
Form type
13F-HR
Num holdings
285
Total value ($000)
$3,144,972
Net value change ($000)
+659,874 (26.6%)
New positions
8
Sold out positions
4
Turnover %
11.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/27/2021 Next filing: 10/25/2021 SEC filing

Snapshot: Change Analysis

Compared to Q1 2021
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 353,132 23.3%
AAXJ 234,243 NEW
TIP 96,008 NEW
VWO 58,463 283.7%
EMB 27,273 63.7%
NVDA 3,378 36.3%
ENPH 1,878 NEW
VNQ 1,487 4.4%
ADI 1,432 364.4%
LPRO 1,076 NEW
Top Reduces (Value $000, Stocks/ETFs)
BKLN -37,621 -100.0%
GSG -25,183 -67.9%
INTC -2,312 -35.6%
AVGO -2,003 -32.7%
CSX -1,917 -70.1%
PG -1,372 -17.5%
DIS -1,330 -17.6%
JPM -1,254 -12.8%
TSLA -1,219 -11.4%
AAPL -1,100 -2.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type