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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
GILD icon
51
Gilead Sciences
GILD
$165B
$3.75M 0.27%
50,134
+503
+1% +$34.8K
MDLZ icon
52
Mondelez International
MDLZ
$79.9B
$3.74M 0.27%
74,647
+10,577
+17% +$573K
WMT icon
53
Walmart Inc
WMT
$890B
$3.7M 0.26%
97,734
+1,329
+1% +$51.1K
IBM icon
54
IBM
IBM
$224B
$3.6M 0.26%
33,922
+561
+2% +$70.9K
FIS icon
55
Fidelity National Information Services
FIS
$22.1B
$3.52M 0.25%
28,912
+2,222
+8% +$309K
TXN icon
56
Texas Instruments
TXN
$261B
$3.45M 0.25%
34,541
+471
+1% +$56.5K
ZTS icon
57
Zoetis
ZTS
$30B
$3.38M 0.24%
28,731
+1,938
+7% +$255K
LMT icon
58
Lockheed Martin
LMT
$136B
$3.36M 0.24%
9,906
+137
+1% +$53.9K
AMT icon
59
American Tower
AMT
$80.4B
$3.21M 0.23%
14,762
+202
+1% +$47K
NKE icon
60
Nike
NKE
$61.9B
$3.17M 0.23%
38,336
+522
+1% +$48.6K
PM icon
61
Philip Morris
PM
$295B
$3.13M 0.22%
42,942
+487
+1% +$40.1K
RTX icon
62
RTX Corp
RTX
$301B
$3.12M 0.22%
52,548
+407
+0.8% +$34.4K
C icon
63
Citigroup
C
$226B
$3.09M 0.22%
73,457
+1,210
+2% +$81.2K
BIIB icon
64
Biogen
BIIB
$30.7B
$3.04M 0.22%
9,600
+130
+1% +$39.5K
HON icon
65
Honeywell
HON
$78B
$2.98M 0.21%
23,666
+323
+1% +$49.9K
ADP icon
66
Automatic Data Processing
ADP
$108B
$2.9M 0.21%
21,251
+290
+1% +$46.7K
BDX icon
67
Becton Dickinson
BDX
$48.2B
$2.89M 0.21%
12,889
+176
+1% +$43.5K
BSX icon
68
Boston Scientific
BSX
$71.5B
$2.87M 0.2%
87,856
+5,600
+7% +$219K
ANSS
69
DELISTED
Ansys
ANSS
$2.86M 0.2%
12,308
+1,281
+12% +$330K
MMM icon
70
3M
MMM
$94.3B
$2.82M 0.2%
24,701
-3,212
-12% -$423K
CME icon
71
CME Group
CME
$94.8B
$2.81M 0.2%
16,233
+220
+1% +$43.8K
BABA icon
72
Alibaba
BABA
$308B
$2.78M 0.2%
14,300
-200
-1% -$41.7K
AXP icon
73
American Express
AXP
$230B
$2.67M 0.19%
31,157
+2,255
+8% +$262K
CHTR icon
74
Charter Communications
CHTR
$18.2B
$2.67M 0.19%
6,107
+82
+1% +$40.1K
SBUX icon
75
Starbucks
SBUX
$120B
$2.66M 0.19%
40,409
+550
+1% +$44.5K
1 2
3
4 5

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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.