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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
+9.18%
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
$2.15B
AUM Growth
+$284M
Cap. Flow
+$119M
Cap. Flow %
5.54%
Top 10 Hldgs %
70.4%
Holding
272
New
11
Increased
7
Reduced
240
Closed
6

Top Buys

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$65.1M
2
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$33.9M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$32.7M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$24.8M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$13M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$4.16M
2
AAPL icon
Apple
AAPL
+$3.2M
3
AMZN icon
Amazon
AMZN
+$2.63M
4
META icon
Meta Platforms (Facebook)
META
+$1.35M
5
MPC icon
Marathon Petroleum
MPC
+$1.19M

Sector Composition

Rank Sector Weight
1 Technology 9.26%
2 Healthcare 5.2%
3 Consumer Discretionary 4.42%
4 Financials 4.38%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPM icon
26
JPMorgan Chase
JPM
$947B
$6.55M 0.31%
68,087
-5,698
-8% -$560K
BAC icon
27
Bank of America
BAC
$441B
$6.24M 0.29%
259,115
-20,215
-7% -$503K
PFE icon
28
Pfizer
PFE
$149B
$6.19M 0.29%
177,670
– –
DHR icon
29
Danaher
DHR
$141B
$6.07M 0.28%
31,789
-2,109
-6% -$375K
AVGO icon
30
Broadcom
AVGO
$2T
$5.91M 0.28%
162,230
-10,260
-6% -$344K
CRM icon
31
Salesforce
CRM
$153B
$5.83M 0.27%
23,198
-1,943
-8% -$425K
MRK icon
32
Merck
MRK
$317B
$5.8M 0.27%
73,326
-6,137
-8% -$481K
CMCSA icon
33
Comcast
CMCSA
$89.3B
$5.59M 0.26%
120,746
-10,105
-8% -$439K
VZ icon
34
Verizon
VZ
$195B
$5.51M 0.26%
92,592
-6,431
-6% -$374K
BRK.B icon
35
Berkshire Hathaway Class B
BRK.B
$1.13T
$5.49M 0.26%
25,769
-2,157
-8% -$441K
COST icon
36
Costco
COST
$421B
$5.32M 0.25%
14,990
-967
-6% -$325K
KO icon
37
Coca-Cola
KO
$374B
$5.21M 0.24%
105,568
-19,844
-16% -$954K
PEP icon
38
PepsiCo
PEP
$189B
$5.11M 0.24%
36,892
-2,796
-7% -$380K
CSCO icon
39
Cisco
CSCO
$476B
$5.11M 0.24%
129,736
-10,857
-8% -$473K
LLY icon
40
Eli Lilly
LLY
$1.06T
$5.03M 0.23%
33,988
-2,183
-6% -$338K
ACN icon
41
Accenture
ACN
$105B
$5.03M 0.23%
22,248
-1,688
-7% -$387K
ABBV icon
42
AbbVie
ABBV
$431B
$4.96M 0.23%
56,610
-4,711
-8% -$444K
NFLX icon
43
Netflix
NFLX
$307B
$4.94M 0.23%
98,870
-7,500
-7% -$373K
NEE icon
44
NextEra Energy
NEE
$176B
$4.83M 0.22%
69,616
-5,696
-8% -$393K
ABT icon
45
Abbott
ABT
$187B
$4.82M 0.22%
44,290
-3,360
-7% -$341K
NOW icon
46
ServiceNow
NOW
$121B
$4.7M 0.22%
48,415
-3,035
-6% -$271K
T icon
47
AT&T
T
$162B
$4.6M 0.21%
213,651
-16,203
-7% -$362K
MCD icon
48
McDonald's
MCD
$196B
$4.55M 0.21%
20,724
-1,571
-7% -$323K
AMGN icon
49
Amgen
AMGN
$219B
$4.45M 0.21%
17,501
-1,327
-7% -$329K
FIS icon
50
Fidelity National Information Services
FIS
$22.1B
$4.42M 0.21%
30,042
-1,949
-6% -$282K
1
2
3 4 5

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Sumitomo Life Insurance's Q3 2020 Portfolio in Review

As of Q3 2020, Sumitomo Life Insurance held 272 positions worth $2.15B, up 15% from $1.87B the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Sumitomo Life Insurance deployed $119M of net new capital in Q3 2020, opening 11 new positions and adding to 7 existing holdings. Its largest new stake was iShares TIPS Bond ETF: 517,928 shares worth $65.5M.

By sector, the portfolio is most concentrated in Technology at 9.3% of assets, down from 10% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was Microsoft, an estimated $4.16M trimmed.

  • Sumitomo Life Insurance's largest Q3 2020 buy was iShares TIPS Bond ETF: 517,928 shares worth $65.5M.
  • Sumitomo Life Insurance added most to Edwards Lifesciences in Q3 2020, an estimated $545K increase.
  • Sumitomo Life Insurance's biggest Q3 2020 reduction was Microsoft, cutting an estimated $4.16M.
  • Sumitomo Life Insurance fully exited Marathon Petroleum in Q3 2020, selling an estimated $1.19M.
  • Sumitomo Life Insurance's ten largest holdings make up 70% of its $2.15B portfolio in Q3 2020.
  • Sumitomo Life Insurance opened 11 new positions and closed 6 in Q3 2020.
  • Sumitomo Life Insurance's portfolio value rose 15% quarter-over-quarter to $2.15B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2020, filed 29 Oct 2020.