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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 | |
|---|---|---|---|---|---|---|
26
Oracle
ORCL
$367B
| $8.37M | 0.8% |
+272,535
| New | +$9.04M |
|
27
PepsiCo
PEP
$191B
| $8.2M | 0.79% |
+100,287
| New | +$8.19M |
|
28
Berkshire Hathaway Class B
BRK.B
$1.1T
| $8.1M | 0.78% |
+72,344
| New | +$7.96M |
|
29
Walt Disney
DIS
$167B
| $7.86M | 0.75% |
+124,524
| New | +$7.87M |
|
30
McDonald's
MCD
$191B
| $7.86M | 0.75% |
+79,383
| New | +$7.95M |
|
31
Amazon
AMZN
$2.53T
| $7.55M | 0.72% |
+543,520
| New | +$7.24M |
|
32
Union Pacific
UNP
$172B
| $6.94M | 0.66% |
+89,950
| New | +$6.78M |
|
33
Amgen
AMGN
$209B
| $6.91M | 0.66% |
+70,083
| New | +$7.27M |
|
34
SLB Ltd
SLB
$72.6B
| $6.86M | 0.66% |
+95,705
| New | +$7.08M |
|
35
Gilead Sciences
GILD
$163B
| $6.83M | 0.65% |
+133,276
| New | +$6.95M |
|
36
Bristol-Myers Squibb
BMY
$132B
| $6.32M | 0.6% |
+141,319
| New | +$6.14M |
|
37
UnitedHealth
UNH
$383B
| $6.29M | 0.6% |
+96,124
| New | +$5.98M |
|
38
Honeywell
HON
$76.7B
| $6.1M | 0.58% |
+85,549
| New | +$5.9M |
|
39
3M
MMM
$90.8B
| $6.07M | 0.58% |
+66,383
| New | +$6.03M |
|
40
American Express
AXP
$228B
| $5.99M | 0.57% |
+80,081
| New | +$5.7M |
|
41
RTX Corp
RTX
$289B
| $5.76M | 0.55% |
+98,488
| New | +$5.82M |
|
42
US Bancorp
USB
$98B
| $5.68M | 0.54% |
+157,115
| New | +$5.39M |
|
43
Boeing
BA
$175B
| $5.57M | 0.53% |
+54,358
| New | +$5.16M |
|
44
American International
AIG
$41.8B
| $5.48M | 0.53% |
+122,660
| New | +$5.26M |
|
45
Goldman Sachs
GS
$302B
| $5.44M | 0.52% |
+35,969
| New | +$5.49M |
|
46
Ford
F
$59.3B
| $5.29M | 0.51% |
+341,910
| New | +$4.9M |
|
47
PNC Financial Services
PNC
$99.2B
| $5.27M | 0.5% |
+72,269
| New | +$5.01M |
|
|
CELG
48
DELISTED
Celgene Corp
CELG
| $5.22M | 0.5% |
+89,316
| New | +$5.37M |
|
49
eBay
EBAY
$50.4B
| $5.14M | 0.49% |
+236,255
| New | +$5.36M |
|
50
Altria Group
MO
$113B
| $5.05M | 0.48% |
+144,289
| New | +$5.18M |
|
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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.