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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
-18.41%
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
$1.41B
AUM Growth
+$523M
Cap. Flow
+$829M
Cap. Flow %
58.98%
Top 10 Hldgs %
62.98%
Holding
273
New
9
Increased
181
Reduced
77
Closed
5

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$813M
2
NOW icon
ServiceNow
NOW
+$2.61M
3
UNP icon
Union Pacific
UNP
+$1.34M
4
DG icon
Dollar General
DG
+$1.18M
5
ROST icon
Ross Stores
ROST
+$1.07M

Top Sells

Rank Stock Value
1
DLTR icon
Dollar Tree
DLTR
+$1.42M
2
MS icon
Morgan Stanley
MS
+$1.35M
3
F icon
Ford
F
+$1.18M
4
CCL icon
Carnival Corporation Ltd
CCL
+$1.03M
5
RGA icon
Reinsurance Group of America
RGA
+$961K

Sector Composition

Rank Sector Weight
1 Technology 10.97%
2 Healthcare 7.5%
3 Financials 6.39%
4 Consumer Discretionary 5.02%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KO icon
26
Coca-Cola
KO
$375B
$5.46M 0.39%
123,463
+2,036
+2% +$110K
PEP icon
27
PepsiCo
PEP
$190B
$5.17M 0.37%
43,055
+711
+2% +$96.1K
TMO icon
28
Thermo Fisher Scientific
TMO
$220B
$5.02M 0.36%
17,704
+709
+4% +$224K
XOM icon
29
ExxonMobil
XOM
$634B
$4.92M 0.35%
129,646
+2,139
+2% +$118K
CMCSA icon
30
Comcast
CMCSA
$90B
$4.89M 0.35%
142,243
+2,345
+2% +$98.9K
COST icon
31
Costco
COST
$420B
$4.89M 0.35%
17,144
+1,401
+9% +$425K
NEE icon
32
NextEra Energy
NEE
$177B
$4.81M 0.34%
79,948
+4,992
+7% +$314K
ABBV icon
33
AbbVie
ABBV
$435B
$4.51M 0.32%
59,259
+978
+2% +$83.3K
CVX icon
34
Chevron
CVX
$366B
$4.51M 0.32%
62,296
+2,440
+4% +$241K
DHR icon
35
Danaher
DHR
$144B
$4.47M 0.32%
36,474
+2,583
+8% +$348K
UNP icon
36
Union Pacific
UNP
$174B
$4.47M 0.32%
31,726
+8,081
+34% +$1.34M
LLY icon
37
Eli Lilly
LLY
$1.06T
$4.44M 0.32%
32,037
+1,417
+5% +$195K
PYPL icon
38
PayPal
PYPL
$50.5B
$4.4M 0.31%
45,964
+760
+2% +$83.9K
AVGO icon
39
Broadcom
AVGO
$2.04T
$4.39M 0.31%
185,030
+12,840
+7% +$362K
MCD icon
40
McDonald's
MCD
$195B
$4.38M 0.31%
26,473
+669
+3% +$132K
NFLX icon
41
Netflix
NFLX
$309B
$4.34M 0.31%
115,550
+1,590
+1% +$56.3K
MDT icon
42
Medtronic
MDT
$112B
$4.25M 0.3%
47,184
+779
+2% +$82.9K
ACN icon
43
Accenture
ACN
$108B
$4.25M 0.3%
26,018
+428
+2% +$82.4K
AMGN icon
44
Amgen
AMGN
$222B
$4.15M 0.3%
20,459
+288
+1% +$62.9K
ABT icon
45
Abbott
ABT
$187B
$4.09M 0.29%
51,796
+745
+1% +$62.2K
SPGI icon
46
S&P Global
SPGI
$120B
$4.08M 0.29%
16,653
+683
+4% +$187K
WFC icon
47
Wells Fargo
WFC
$264B
$4.01M 0.29%
139,672
+2,304
+2% +$97.9K
BMY icon
48
Bristol-Myers Squibb
BMY
$132B
$3.99M 0.28%
71,528
+2,573
+4% +$157K
CRM icon
49
Salesforce
CRM
$158B
$3.93M 0.28%
27,307
+372
+1% +$63.8K
ORCL icon
50
Oracle
ORCL
$423B
$3.81M 0.27%
78,757
+1,073
+1% +$55.4K
1
2
3 4 5

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AI
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NCM
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Sumitomo Life Insurance's Q1 2020 Portfolio in Review

As of Q1 2020, Sumitomo Life Insurance held 273 positions worth $1.41B, up 59% from $883M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Sumitomo Life Insurance deployed $829M of net new capital in Q1 2020, opening 9 new positions and adding to 181 existing holdings. Its largest new stake was ServiceNow: 41,770 shares worth $2.39M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 19% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Morgan Stanley, an estimated $1.35M trimmed.

  • Sumitomo Life Insurance's largest Q1 2020 buy was ServiceNow: 41,770 shares worth $2.39M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q1 2020, an estimated $813M increase.
  • Sumitomo Life Insurance's biggest Q1 2020 reduction was Morgan Stanley, cutting an estimated $1.35M.
  • Sumitomo Life Insurance fully exited Dollar Tree in Q1 2020, selling an estimated $1.42M.
  • Sumitomo Life Insurance's ten largest holdings make up 63% of its $1.41B portfolio in Q1 2020.
  • Sumitomo Life Insurance opened 9 new positions and closed 5 in Q1 2020.
  • Sumitomo Life Insurance's portfolio value rose 59% quarter-over-quarter to $1.41B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2020, filed 1 May 2020.