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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
+21.1%
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
$1.87B
AUM Growth
+$460M
Cap. Flow
+$168M
Cap. Flow %
9.02%
Top 10 Hldgs %
69.43%
Holding
270
New
2
Increased
23
Reduced
234
Closed
9

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$221M
2
MU icon
Micron Technology
MU
+$906K
3
ROST icon
Ross Stores
ROST
+$885K
4
UPS icon
United Parcel Service
UPS
+$829K
5
TSLA icon
Tesla
TSLA
+$757K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$3.31M
2
MSFT icon
Microsoft
MSFT
+$3.16M
3
AMZN icon
Amazon
AMZN
+$2.58M
4
RTN
Raytheon Company
RTN
+$1.84M
5
JPM icon
JPMorgan Chase
JPM
+$1.69M

Sector Composition

Rank Sector Weight
1 Technology 10.2%
2 Healthcare 5.92%
3 Financials 5.13%
4 Consumer Discretionary 4.63%
5 Communication Services 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DHI icon
226
D.R. Horton
DHI
$42.3B
$750K 0.04%
13,532
-757
-5% -$36.7K
SPG icon
227
Simon Property Group
SPG
$72.3B
$740K 0.04%
10,821
-510
-5% -$32K
ZTO icon
228
ZTO Express
ZTO
$17.9B
$727K 0.04%
19,800
-700
-3% -$22.3K
VFC icon
229
VF Corp
VFC
$5.89B
$718K 0.04%
11,783
-550
-4% -$32K
PPG icon
230
PPG Industries
PPG
$26.6B
$712K 0.04%
6,711
-521
-7% -$50.2K
IFF icon
231
International Flavors & Fragrances
IFF
$21.9B
$703K 0.04%
5,740
-267
-4% -$33.7K
TER icon
232
Teradyne
TER
$59.3B
$703K 0.04%
8,314
-467
-5% -$31.3K
VLO icon
233
Valero Energy
VLO
$85.9B
$689K 0.04%
11,715
-652
-5% -$38.9K
KEY icon
234
KeyCorp
KEY
$24.4B
$681K 0.04%
55,932
-3,078
-5% -$35.8K
VMC icon
235
Vulcan Materials
VMC
$36.9B
$652K 0.03%
5,626
-7,399
-57% -$810K
LUV icon
236
Southwest Airlines
LUV
$23B
$624K 0.03%
18,258
-1,047
-5% -$33.3K
VTRS icon
237
Viatris
VTRS
$19.1B
$587K 0.03%
36,499
-1,321
-3% -$21.4K
FCX icon
238
Freeport-McMoran
FCX
$97.5B
$550K 0.03%
47,578
-2,656
-5% -$24.3K
CFR icon
239
Cullen/Frost Bankers
CFR
$10.2B
$548K 0.03%
7,339
-409
-5% -$28.5K
WDC icon
240
Western Digital
WDC
$150B
$525K 0.03%
15,721
-873
-5% -$28.3K
ALB icon
241
Albemarle
ALB
$15.5B
$520K 0.03%
6,735
-374
-5% -$25.4K
OXY icon
242
Occidental Petroleum
OXY
$55.9B
$510K 0.03%
27,870
-1,312
-4% -$20.7K
IP icon
243
International Paper
IP
$22B
$468K 0.03%
14,044
-780
-5% -$24.8K
DVN icon
244
Devon Energy
DVN
$47.3B
$459K 0.02%
40,476
-1,411
-3% -$16.1K
LYFT icon
245
Lyft
LYFT
$6.63B
$440K 0.02%
13,335
-753
-5% -$23.8K
CTVA icon
246
Corteva
CTVA
$51.3B
$438K 0.02%
16,357
-916
-5% -$23.8K
RCL icon
247
Royal Caribbean
RCL
$85.6B
$423K 0.02%
8,417
-401
-5% -$18.1K
PE
248
DELISTED
PARSLEY ENERGY INC
PE
$420K 0.02%
39,335
-2,285
-5% -$21.2K
FCFS icon
249
FirstCash
FCFS
$8.78B
$412K 0.02%
6,099
-336
-5% -$23.7K
ULTA icon
250
Ulta Beauty
ULTA
$24.3B
$411K 0.02%
2,018
-72
-3% -$15.5K
7 8 9
10
11

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AI
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NCM
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DT
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IWM
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Sumitomo Life Insurance's Q2 2020 Portfolio in Review

As of Q2 2020, Sumitomo Life Insurance held 270 positions worth $1.87B, up 33% from $1.41B the previous quarter. Its ten largest holdings account for 69% of the portfolio.

Sumitomo Life Insurance deployed $168M of net new capital in Q2 2020, opening 2 new positions and adding to 23 existing holdings. Its largest new stake was Yum China: 6,500 shares worth $312K.

By sector, the portfolio is most concentrated in Technology at 10% of assets, down from 11% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Apple, an estimated $3.31M trimmed.

  • Sumitomo Life Insurance's largest Q2 2020 buy was Yum China: 6,500 shares worth $312K.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q2 2020, an estimated $221M increase.
  • Sumitomo Life Insurance's biggest Q2 2020 reduction was Apple, cutting an estimated $3.31M.
  • Sumitomo Life Insurance fully exited Raytheon Company in Q2 2020, selling an estimated $1.84M.
  • Sumitomo Life Insurance's ten largest holdings make up 69% of its $1.87B portfolio in Q2 2020.
  • Sumitomo Life Insurance opened 2 new positions and closed 9 in Q2 2020.
  • Sumitomo Life Insurance's portfolio value rose 33% quarter-over-quarter to $1.87B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2020, filed 22 Jul 2020.