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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
+4.05%
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
$847M
AUM Growth
+$103M
Cap. Flow
+$76.6M
Cap. Flow %
9.04%
Top 10 Hldgs %
24.09%
Holding
272
New
14
Increased
215
Reduced
38
Closed
3

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$47.8M
2
WP
Worldpay, Inc.
WP
+$2.02M
3
PG icon
Procter & Gamble
PG
+$1.84M
4
VZ icon
Verizon
VZ
+$1.42M
5
ORLY icon
O'Reilly Automotive
ORLY
+$1.36M

Top Sells

Rank Stock Value
1
DD icon
DuPont de Nemours
DD
+$1.3M
2
APC
Anadarko Petroleum
APC
+$1.26M
3
BALL icon
Ball Corp
BALL
+$1.16M
4
EL icon
Estee Lauder
EL
+$1.01M
5
QCOM icon
Qualcomm
QCOM
+$798K

Sector Composition

Rank Sector Weight
1 Technology 17.4%
2 Financials 14.76%
3 Healthcare 13.09%
4 Consumer Discretionary 10.34%
5 Communication Services 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
26
Berkshire Hathaway Class B
BRK.B
$1.1T
$6.77M 0.8%
31,775
+1,281
+4% +$265K
BA icon
27
Boeing
BA
$175B
$6.66M 0.79%
18,294
+738
+4% +$269K
ADBE icon
28
Adobe
ADBE
$98.5B
$6.61M 0.78%
22,416
+827
+4% +$230K
CMCSA icon
29
Comcast
CMCSA
$84B
$6.29M 0.74%
148,884
-4,262
-3% -$180K
T icon
30
AT&T
T
$159B
$6.25M 0.74%
247,085
-3,898
-2% -$93.5K
TMO icon
31
Thermo Fisher Scientific
TMO
$214B
$6.17M 0.73%
21,009
+775
+4% +$213K
MCD icon
32
McDonald's
MCD
$191B
$5.98M 0.71%
28,789
+1,162
+4% +$230K
PEP icon
33
PepsiCo
PEP
$191B
$5.92M 0.7%
45,130
+1,820
+4% +$233K
PYPL icon
34
PayPal
PYPL
$49.3B
$5.51M 0.65%
48,109
+1,941
+4% +$215K
C icon
35
Citigroup
C
$222B
$5.38M 0.64%
76,887
+3,102
+4% +$208K
AVGO icon
36
Broadcom
AVGO
$1.85T
$5.31M 0.63%
184,310
+9,060
+5% +$264K
WMT icon
37
Walmart Inc
WMT
$884B
$5.24M 0.62%
142,242
+5,739
+4% +$198K
UNP icon
38
Union Pacific
UNP
$172B
$5.18M 0.61%
30,613
-1,082
-3% -$185K
ACN icon
39
Accenture
ACN
$99.9B
$5.03M 0.59%
27,241
-1,888
-6% -$339K
HON icon
40
Honeywell
HON
$76.7B
$4.88M 0.58%
29,671
-2,067
-7% -$329K
MDT icon
41
Medtronic
MDT
$110B
$4.81M 0.57%
49,385
+1,992
+4% +$182K
ORCL icon
42
Oracle
ORCL
$367B
$4.7M 0.55%
82,502
+3,329
+4% +$180K
IBM icon
43
IBM
IBM
$209B
$4.68M 0.55%
35,503
+1,432
+4% +$188K
NEE icon
44
NextEra Energy
NEE
$183B
$4.64M 0.55%
90,624
+1,000
+1% +$49.2K
DHR icon
45
Danaher
DHR
$138B
$4.63M 0.55%
36,573
+1,373
+4% +$163K
NKE icon
46
Nike
NKE
$62.7B
$4.59M 0.54%
54,699
+2,206
+4% +$186K
ABT icon
47
Abbott
ABT
$183B
$4.56M 0.54%
54,216
+2,186
+4% +$172K
COST icon
48
Costco
COST
$423B
$4.51M 0.53%
17,054
+141
+0.8% +$35.1K
RTX icon
49
RTX Corp
RTX
$289B
$4.46M 0.53%
54,399
+7,576
+16% +$634K
NFLX icon
50
Netflix
NFLX
$305B
$4.45M 0.52%
121,030
+4,880
+4% +$176K
1
2
3 4 5

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AI
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NCM
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DT
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AC
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IWM
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CW
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Sumitomo Life Insurance's Q2 2019 Portfolio in Review

As of Q2 2019, Sumitomo Life Insurance held 272 positions worth $847M, up 14% from $744M the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Sumitomo Life Insurance deployed $76.6M of net new capital in Q2 2019, opening 14 new positions and adding to 215 existing holdings. Its largest new stake was iShares Core S&P 500 ETF: 165,000 shares worth $48.6M.

By sector, the portfolio is most concentrated in Technology at 17% of assets, down from 19% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was DuPont de Nemours, an estimated $1.3M trimmed.

  • Sumitomo Life Insurance's largest Q2 2019 buy was iShares Core S&P 500 ETF: 165,000 shares worth $48.6M.
  • Sumitomo Life Insurance added most to Procter & Gamble in Q2 2019, an estimated $1.84M increase.
  • Sumitomo Life Insurance's biggest Q2 2019 reduction was DuPont de Nemours, cutting an estimated $1.3M.
  • Sumitomo Life Insurance fully exited Kimberly-Clark in Q2 2019, selling an estimated $661K.
  • Sumitomo Life Insurance's ten largest holdings make up 24% of its $847M portfolio in Q2 2019.
  • Sumitomo Life Insurance opened 14 new positions and closed 3 in Q2 2019.
  • Sumitomo Life Insurance's portfolio value rose 14% quarter-over-quarter to $847M.

Based on Sumitomo Life Insurance's 13F filing for Q2 2019, filed 26 Jul 2019.