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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
+9.81%
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
$883M
AUM Growth
+$114M
Cap. Flow
+$43.9M
Cap. Flow %
4.97%
Top 10 Hldgs %
25.44%
Holding
268
New
3
Increased
245
Reduced
14
Closed
4

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$2.03M
2
MSFT icon
Microsoft
MSFT
+$1.77M
3
FIS icon
Fidelity National Information Services
FIS
+$1.7M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.4M
5
BFAM icon
Bright Horizons
BFAM
+$1.32M

Top Sells

Rank Stock Value
1
CELG
Celgene Corp
CELG
+$2.36M
2
VC icon
Visteon
VC
+$1.15M
3
EW icon
Edwards Lifesciences
EW
+$1.01M
4
CTAS icon
Cintas
CTAS
+$894K
5
PEG icon
Public Service Enterprise Group
PEG
+$709K

Sector Composition

Rank Sector Weight
1 Technology 18.99%
2 Financials 14.65%
3 Healthcare 13.41%
4 Consumer Discretionary 9.8%
5 Communication Services 9.35%
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
$6.76M 0.77%
29,857
+1,681
+6% +$365K
KO icon
27
Coca-Cola
KO
$377B
$6.72M 0.76%
121,427
-1,974
-2% -$106K
PFE icon
28
Pfizer
PFE
$143B
$6.56M 0.74%
176,534
-1,739
-1% -$61.9K
CMCSA icon
29
Comcast
CMCSA
$85B
$6.29M 0.71%
139,898
+7,881
+6% +$351K
PEP icon
30
PepsiCo
PEP
$190B
$5.79M 0.66%
42,344
+2,389
+6% +$325K
C icon
31
Citigroup
C
$222B
$5.77M 0.65%
72,247
+4,071
+6% +$301K
BA icon
32
Boeing
BA
$171B
$5.6M 0.63%
17,189
+969
+6% +$343K
TMO icon
33
Thermo Fisher Scientific
TMO
$213B
$5.52M 0.63%
16,995
+870
+5% +$264K
AVGO icon
34
Broadcom
AVGO
$1.85T
$5.44M 0.62%
172,190
+8,770
+5% +$266K
ACN icon
35
Accenture
ACN
$102B
$5.39M 0.61%
25,590
+1,442
+6% +$281K
MDT icon
36
Medtronic
MDT
$109B
$5.26M 0.6%
46,405
+2,614
+6% +$287K
NVDA icon
37
NVIDIA
NVDA
$4.86T
$5.17M 0.59%
879,120
+49,440
+6% +$257K
ABBV icon
38
AbbVie
ABBV
$443B
$5.16M 0.58%
58,281
+3,283
+6% +$273K
MCD icon
39
McDonald's
MCD
$192B
$5.1M 0.58%
25,804
+1,975
+8% +$392K
RTX icon
40
RTX Corp
RTX
$290B
$4.91M 0.56%
52,141
+3,338
+7% +$303K
PYPL icon
41
PayPal
PYPL
$48.9B
$4.89M 0.55%
45,204
+2,546
+6% +$265K
AMGN icon
42
Amgen
AMGN
$208B
$4.86M 0.55%
20,171
+1,133
+6% +$250K
COST icon
43
Costco
COST
$422B
$4.63M 0.52%
15,743
+654
+4% +$194K
DHR icon
44
Danaher
DHR
$137B
$4.61M 0.52%
33,891
+538
+2% +$68K
NEE icon
45
NextEra Energy
NEE
$181B
$4.54M 0.51%
74,956
+3,852
+5% +$225K
ABT icon
46
Abbott
ABT
$183B
$4.43M 0.5%
51,051
+2,870
+6% +$240K
BMY icon
47
Bristol-Myers Squibb
BMY
$133B
$4.43M 0.5%
68,955
+24,448
+55% +$1.4M
CRM icon
48
Salesforce
CRM
$151B
$4.38M 0.5%
26,935
+1,514
+6% +$237K
TXN icon
49
Texas Instruments
TXN
$252B
$4.37M 0.5%
34,070
+1,915
+6% +$236K
SPGI icon
50
S&P Global
SPGI
$121B
$4.36M 0.49%
15,970
+804
+5% +$209K
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 Q4 2019 Portfolio in Review

As of Q4 2019, Sumitomo Life Insurance held 268 positions worth $883M, up 15% from $769M the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Sumitomo Life Insurance deployed $43.9M of net new capital in Q4 2019, opening 3 new positions and adding to 245 existing holdings. Its largest new stake was Bright Horizons: 8,818 shares worth $1.32M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Edwards Lifesciences, an estimated $1.01M trimmed.

  • Sumitomo Life Insurance's largest Q4 2019 buy was Bright Horizons: 8,818 shares worth $1.32M.
  • Sumitomo Life Insurance added most to Meta Platforms (Facebook) in Q4 2019, an estimated $2.03M increase.
  • Sumitomo Life Insurance's biggest Q4 2019 reduction was Edwards Lifesciences, cutting an estimated $1.01M.
  • Sumitomo Life Insurance fully exited Celgene Corp in Q4 2019, selling an estimated $2.36M.
  • Sumitomo Life Insurance's ten largest holdings make up 25% of its $883M portfolio in Q4 2019.
  • Sumitomo Life Insurance opened 3 new positions and closed 4 in Q4 2019.
  • Sumitomo Life Insurance's portfolio value rose 15% quarter-over-quarter to $883M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2019, filed 24 Jan 2020.