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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
KO icon
26
Coca-Cola
KO
$373B
$5.6M 0.3%
125,412
+1,949
+2% +$89.8K
PFE icon
27
Pfizer
PFE
$145B
$5.51M 0.3%
177,670
-1,825
-1% -$62K
VZ icon
28
Verizon
VZ
$188B
$5.46M 0.29%
99,023
-17,975
-15% -$1.01M
AVGO icon
29
Broadcom
AVGO
$2T
$5.44M 0.29%
172,490
-12,540
-7% -$351K
XOM icon
30
ExxonMobil
XOM
$631B
$5.33M 0.29%
119,263
-10,383
-8% -$466K
DHR icon
31
Danaher
DHR
$140B
$5.31M 0.28%
33,898
-2,576
-7% -$370K
PEP icon
32
PepsiCo
PEP
$189B
$5.25M 0.28%
39,688
-3,367
-8% -$444K
T icon
33
AT&T
T
$155B
$5.25M 0.28%
229,854
-20,112
-8% -$458K
CVX icon
34
Chevron
CVX
$373B
$5.16M 0.28%
57,850
-4,446
-7% -$398K
ACN icon
35
Accenture
ACN
$104B
$5.14M 0.28%
23,936
-2,082
-8% -$394K
CMCSA icon
36
Comcast
CMCSA
$87B
$5.1M 0.27%
130,851
-11,392
-8% -$434K
BRK.B icon
37
Berkshire Hathaway Class B
BRK.B
$1.11T
$4.99M 0.27%
27,926
-2,431
-8% -$444K
NFLX icon
38
Netflix
NFLX
$309B
$4.84M 0.26%
106,370
-9,180
-8% -$391K
COST icon
39
Costco
COST
$419B
$4.84M 0.26%
15,957
-1,187
-7% -$361K
CRM icon
40
Salesforce
CRM
$159B
$4.71M 0.25%
25,141
-2,166
-8% -$365K
NEE icon
41
NextEra Energy
NEE
$179B
$4.52M 0.24%
75,312
-4,636
-6% -$277K
AMGN icon
42
Amgen
AMGN
$223B
$4.44M 0.24%
18,828
-1,631
-8% -$372K
ABT icon
43
Abbott
ABT
$181B
$4.36M 0.23%
47,650
-4,146
-8% -$375K
FIS icon
44
Fidelity National Information Services
FIS
$22.3B
$4.29M 0.23%
31,991
+3,079
+11% +$404K
NOW icon
45
ServiceNow
NOW
$122B
$4.17M 0.22%
51,450
+9,680
+23% +$684K
MCD icon
46
McDonald's
MCD
$195B
$4.11M 0.22%
22,295
-4,178
-16% -$766K
TXN icon
47
Texas Instruments
TXN
$256B
$4.04M 0.22%
31,801
-2,740
-8% -$320K
SPGI icon
48
S&P Global
SPGI
$123B
$4.01M 0.21%
12,170
-4,483
-27% -$1.35M
ORCL icon
49
Oracle
ORCL
$417B
$4.01M 0.21%
72,510
-6,247
-8% -$331K
UNP icon
50
Union Pacific
UNP
$176B
$3.99M 0.21%
23,613
-8,113
-26% -$1.3M
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 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.