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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
+4.05%
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
$847M
AUM Growth
+$103M
Cap. Flow
+$76.6M
Cap. Flow %
9.04%
Top 10 Hldgs %
24.09%
Holding
272
New
14
Increased
215
Reduced
38
Closed
3

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$47.8M
2
WP
Worldpay, Inc.
WP
+$2.02M
3
PG icon
Procter & Gamble
PG
+$1.84M
4
VZ icon
Verizon
VZ
+$1.42M
5
ORLY icon
O'Reilly Automotive
ORLY
+$1.36M

Top Sells

Rank Stock Value
1
DD icon
DuPont de Nemours
DD
+$1.3M
2
APC
Anadarko Petroleum
APC
+$1.26M
3
BALL icon
Ball Corp
BALL
+$1.16M
4
EL icon
Estee Lauder
EL
+$1.01M
5
QCOM icon
Qualcomm
QCOM
+$798K

Sector Composition

Rank Sector Weight
1 Technology 17.4%
2 Financials 14.76%
3 Healthcare 13.09%
4 Consumer Discretionary 10.34%
5 Communication Services 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRM icon
51
Salesforce
CRM
$151B
$4.34M 0.51%
28,606
+1,154
+4% +$181K
PM icon
52
Philip Morris
PM
$297B
$4.33M 0.51%
55,160
-1,723
-3% -$142K
ZTS icon
53
Zoetis
ZTS
$32.4B
$4.24M 0.5%
37,350
+1,356
+4% +$142K
AMGN icon
54
Amgen
AMGN
$208B
$3.95M 0.47%
21,439
+881
+4% +$158K
SPGI icon
55
S&P Global
SPGI
$121B
$3.9M 0.46%
17,108
+950
+6% +$208K
TJX icon
56
TJX Companies
TJX
$174B
$3.86M 0.46%
72,965
+2,942
+4% +$156K
NVDA icon
57
NVIDIA
NVDA
$4.86T
$3.83M 0.45%
933,680
+37,680
+4% +$156K
AXP icon
58
American Express
AXP
$227B
$3.83M 0.45%
31,041
+1,831
+6% +$215K
BSX icon
59
Boston Scientific
BSX
$69.5B
$3.79M 0.45%
88,140
+3,135
+4% +$121K
LMT icon
60
Lockheed Martin
LMT
$134B
$3.77M 0.45%
10,376
+418
+4% +$140K
MRSH
61
Marsh
MRSH
$90.5B
$3.77M 0.44%
37,762
+3,194
+9% +$306K
ABBV icon
62
AbbVie
ABBV
$443B
$3.69M 0.44%
50,688
+2,074
+4% +$163K
ADP icon
63
Automatic Data Processing
ADP
$106B
$3.68M 0.43%
22,261
+898
+4% +$146K
GILD icon
64
Gilead Sciences
GILD
$162B
$3.59M 0.42%
53,200
+1,889
+4% +$124K
TXN icon
65
Texas Instruments
TXN
$252B
$3.59M 0.42%
31,285
+1,264
+4% +$141K
SBUX icon
66
Starbucks
SBUX
$120B
$3.55M 0.42%
42,330
+1,707
+4% +$134K
COP icon
67
ConocoPhillips
COP
$147B
$3.41M 0.4%
55,899
+2,051
+4% +$128K
BDX icon
68
Becton Dickinson
BDX
$45.6B
$3.32M 0.39%
13,503
+545
+4% +$127K
CME icon
69
CME Group
CME
$96.3B
$3.3M 0.39%
17,006
-790
-4% -$146K
MS icon
70
Morgan Stanley
MS
$331B
$3.3M 0.39%
75,308
+3,938
+6% +$176K
PEG icon
71
Public Service Enterprise Group
PEG
$38.2B
$3.26M 0.38%
55,368
+3,128
+6% +$186K
LLY icon
72
Eli Lilly
LLY
$1.02T
$3.17M 0.37%
28,656
+1,157
+4% +$136K
AMT icon
73
American Tower
AMT
$80.8B
$3.17M 0.37%
15,481
+641
+4% +$129K
SNPS icon
74
Synopsys
SNPS
$74.4B
$3.12M 0.37%
24,270
-316
-1% -$38K
MMM icon
75
3M
MMM
$90.9B
$3.1M 0.37%
21,395
+3,942
+23% +$607K
1 2
3
4 5

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AI
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NCM
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Sumitomo Life Insurance's Q2 2019 Portfolio in Review

As of Q2 2019, Sumitomo Life Insurance held 272 positions worth $847M, up 14% from $744M the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Sumitomo Life Insurance deployed $76.6M of net new capital in Q2 2019, opening 14 new positions and adding to 215 existing holdings. Its largest new stake was iShares Core S&P 500 ETF: 165,000 shares worth $48.6M.

By sector, the portfolio is most concentrated in Technology at 17% of assets, down from 19% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was DuPont de Nemours, an estimated $1.3M trimmed.

  • Sumitomo Life Insurance's largest Q2 2019 buy was iShares Core S&P 500 ETF: 165,000 shares worth $48.6M.
  • Sumitomo Life Insurance added most to Procter & Gamble in Q2 2019, an estimated $1.84M increase.
  • Sumitomo Life Insurance's biggest Q2 2019 reduction was DuPont de Nemours, cutting an estimated $1.3M.
  • Sumitomo Life Insurance fully exited Kimberly-Clark in Q2 2019, selling an estimated $661K.
  • Sumitomo Life Insurance's ten largest holdings make up 24% of its $847M portfolio in Q2 2019.
  • Sumitomo Life Insurance opened 14 new positions and closed 3 in Q2 2019.
  • Sumitomo Life Insurance's portfolio value rose 14% quarter-over-quarter to $847M.

Based on Sumitomo Life Insurance's 13F filing for Q2 2019, filed 26 Jul 2019.