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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
+2.86%
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
$1.04B
AUM Growth
–
Cap. Flow
+$1.05B
Cap. Flow %
100.32%
Top 10 Hldgs %
17.56%
Holding
249
New
249
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$27.9M
2
XOM icon
ExxonMobil
XOM
+$26.8M
3
MSFT icon
Microsoft
MSFT
+$17.8M
4
GE icon
GE Aerospace
GE
+$17.4M
5
CVX icon
Chevron
CVX
+$17.2M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 15.76%
2 Healthcare 13.65%
3 Technology 13.09%
4 Energy 10.54%
5 Consumer Staples 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COP icon
51
ConocoPhillips
COP
$145B
$5.02M 0.48%
+83,039
New +$5.05M
VIAB
52
DELISTED
Viacom Inc. Class B
VIAB
$4.97M 0.48%
+72,982
New +$4.86M
LOW icon
53
Lowe's Companies
LOW
$118B
$4.96M 0.48%
+121,352
New +$4.88M
ABBV icon
54
AbbVie
ABBV
$455B
$4.93M 0.47%
+119,198
New +$5.21M
CMCSA icon
55
Comcast
CMCSA
$84B
$4.84M 0.46%
+231,260
New +$4.78M
CVS icon
56
CVS Health
CVS
$134B
$4.79M 0.46%
+83,684
New +$4.85M
OXY icon
57
Occidental Petroleum
OXY
$55.6B
$4.78M 0.46%
+55,861
New +$4.72M
MDT icon
58
Medtronic
MDT
$110B
$4.76M 0.46%
+92,402
New +$4.57M
MON
59
DELISTED
Monsanto Co
MON
$4.74M 0.45%
+47,978
New +$5.02M
LLY icon
60
Eli Lilly
LLY
$1.03T
$4.68M 0.45%
+95,216
New +$5.18M
ABT icon
61
Abbott
ABT
$183B
$4.51M 0.43%
+129,377
New +$4.75M
PRU icon
62
Prudential Financial
PRU
$42.6B
$4.4M 0.42%
+60,289
New +$3.91M
EMC
63
DELISTED
EMC CORPORATION
EMC
$4.4M 0.42%
+186,333
New +$4.39M
MS icon
64
Morgan Stanley
MS
$330B
$4.31M 0.41%
+176,454
New +$4.18M
NWSA
65
DELISTED
NEWS CORPORATION CL-A
NWSA
$4.3M 0.41%
+132,007
New +$4.21M
ESRX
66
DELISTED
Express Scripts Holding Company
ESRX
$4.3M 0.41%
+69,639
New +$4.19M
NKE icon
67
Nike
NKE
$62.7B
$4.29M 0.41%
+134,808
New +$4.19M
MA icon
68
Mastercard
MA
$510B
$4.26M 0.41%
+74,150
New +$4.12M
SBUX icon
69
Starbucks
SBUX
$121B
$4.25M 0.41%
+129,812
New +$4.03M
TWC
70
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
$4.2M 0.4%
+37,372
New +$3.61M
ACN icon
71
Accenture
ACN
$99.9B
$4.2M 0.4%
+58,414
New +$4.64M
CAT icon
72
Caterpillar
CAT
$373B
$4.19M 0.4%
+50,780
New +$4.32M
CB icon
73
Chubb
CB
$135B
$4.17M 0.4%
+46,545
New +$4.17M
DHR icon
74
Danaher
DHR
$138B
$4.16M 0.4%
+97,864
New +$4.05M
SPG icon
75
Simon Property Group
SPG
$74.7B
$4.16M 0.4%
+27,974
New +$4.49M
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 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Sumitomo Life Insurance, which disclosed 249 positions worth $1.04B. Its ten largest holdings account for 18% of the portfolio.

Its largest position is Apple: 1,810,424 shares worth $25.6M.

By sector, the portfolio is most concentrated in Financials at 16% of assets, followed by Healthcare and Technology.

  • Sumitomo Life Insurance's largest Q2 2013 buy was Apple: 1,810,424 shares worth $25.6M.
  • Sumitomo Life Insurance's ten largest holdings make up 18% of its $1.04B portfolio in Q2 2013.
  • Sumitomo Life Insurance disclosed 249 positions in Q2 2013, its first 13F filing on record.

Based on Sumitomo Life Insurance's 13F filing for Q2 2013, filed 8 Aug 2013.