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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
+2.86%
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
$1.04B
AUM Growth
–
Cap. Flow
+$1.05B
Cap. Flow
% of AUM
100.32%
Top 10 Holdings %
Top 10 Hldgs %
17.56%
Holding
249
New
249
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$27.9M |
| 2 |
ExxonMobil
XOM
|
+$26.8M |
| 3 |
Microsoft
MSFT
|
+$17.8M |
| 4 |
GE Aerospace
GE
|
+$17.4M |
| 5 |
Chevron
CVX
|
+$17.2M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 15.76% |
| 2 | Healthcare | 13.65% |
| 3 | Technology | 13.09% |
| 4 | Energy | 10.54% |
| 5 | Consumer Staples | 9.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Dr. Reddy's Laboratories
RDY
$9.87B
| $1.58M | 0.15% |
+209,500
| New | +$1.53M |
|
227
Devon Energy
DVN
$52.1B
| $1.58M | 0.15% |
+30,396
| New | +$1.69M |
|
228
The Mosaic Company
MOS
$7.03B
| $1.57M | 0.15% |
+29,257
| New | +$1.74M |
|
229
Herbalife
HLF
$1.29B
| $1.55M | 0.15% |
+68,542
| New | +$1.46M |
|
|
RHT
230
DELISTED
Red Hat Inc
RHT
| $1.54M | 0.15% |
+32,142
| New | +$1.57M |
|
|
NE
231
DELISTED
Noble Corporation
NE
| $1.52M | 0.15% |
+46,197
| New | +$1.55M |
|
|
CAVM
232
DELISTED
Cavium, Inc.
CAVM
| $1.51M | 0.14% |
+42,666
| New | +$1.42M |
|
|
RDC
233
DELISTED
Rowan Companies Plc
RDC
| $1.48M | 0.14% |
+43,371
| New | +$1.46M |
|
234
Helmerich & Payne
HP
$3.45B
| $1.42M | 0.14% |
+22,728
| New | +$1.4M |
|
235
Archer Daniels Midland
ADM
$38.2B
| $1.41M | 0.14% |
+41,594
| New | +$1.39M |
|
|
STR
236
DELISTED
QUESTAR CORP
STR
| $1.36M | 0.13% |
+56,934
| New | +$1.4M |
|
237
Broadcom
AVGO
$1.85T
| $1.32M | 0.13% |
+353,320
| New | +$1.23M |
|
|
TTM
238
DELISTED
Tata Motors Limited
TTM
| $1.28M | 0.12% |
+54,650
| New | +$1.42M |
|
|
FTR
239
DELISTED
Frontier Communications Corp.
FTR
| $1.23M | 0.12% |
+20,169
| New | +$1.25M |
|
240
Tidewater
TDW
$3.73B
| $1.22M | 0.12% |
+662
| New | +$1.15M |
|
241
Albemarle
ALB
$13.9B
| $1.22M | 0.12% |
+19,508
| New | +$1.23M |
|
242
Chord Energy
CHRD
$7.9B
| $1.08M | 0.1% |
+27,730
| New | +$1.03M |
|
|
CIE
243
DELISTED
Cobalt International Energy, Inc
CIE
| $1.07M | 0.1% |
+2,694
| New | +$1.09M |
|
244
Fossil Group
FOSL
$293M
| $1.03M | 0.1% |
+9,971
| New | +$1.01M |
|
|
UPL
245
DELISTED
Ultra Petroleum Corp. Common Stock
UPL
| $962K | 0.09% |
+48,556
| New | +$1.04M |
|
|
NVE
246
DELISTED
NV ENERGY, INC
NVE
| $945K | 0.09% |
+40,264
| New | +$874K |
|
|
X
247
DELISTED
US Steel
X
| $824K | 0.08% |
+46,983
| New | +$831K |
|
248
Skyworks Solutions
SWKS
$9.37B
| $640K | 0.06% |
+29,251
| New | +$648K |
|
249
Alcoa
AA
$11.9B
| $429K | 0.04% |
+22,849
| New | +$457K |
|
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Sumitomo Life Insurance's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Sumitomo Life Insurance, which disclosed 249 positions worth $1.04B. Its ten largest holdings account for 18% of the portfolio.
Its largest position is Apple: 1,810,424 shares worth $25.6M.
By sector, the portfolio is most concentrated in Financials at 16% of assets, followed by Healthcare and Technology.
- Sumitomo Life Insurance's largest Q2 2013 buy was Apple: 1,810,424 shares worth $25.6M.
- Sumitomo Life Insurance's ten largest holdings make up 18% of its $1.04B portfolio in Q2 2013.
- Sumitomo Life Insurance disclosed 249 positions in Q2 2013, its first 13F filing on record.
Based on Sumitomo Life Insurance's 13F filing for Q2 2013, filed 8 Aug 2013.