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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
MDT icon
51
Medtronic
MDT
$110B
$3.98M 0.21%
43,404
-3,780
-8% -$362K
RTX icon
52
RTX Corp
RTX
$301B
$3.89M 0.21%
63,091
+10,543
+20% +$658K
BMY icon
53
Bristol-Myers Squibb
BMY
$131B
$3.87M 0.21%
65,857
-5,671
-8% -$339K
SNPS icon
54
Synopsys
SNPS
$77.7B
$3.73M 0.2%
19,118
-1,259
-6% -$208K
TSLA icon
55
Tesla
TSLA
$1.26T
$3.72M 0.2%
51,615
+13,995
+37% +$757K
ZTS icon
56
Zoetis
ZTS
$32.4B
$3.67M 0.2%
26,747
-1,984
-7% -$259K
IBM icon
57
IBM
IBM
$220B
$3.6M 0.19%
31,203
-2,719
-8% -$316K
WMT icon
58
Walmart Inc
WMT
$892B
$3.59M 0.19%
89,985
-7,749
-8% -$319K
MDLZ icon
59
Mondelez International
MDLZ
$80.1B
$3.56M 0.19%
69,667
-4,980
-7% -$256K
AMT icon
60
American Tower
AMT
$79.8B
$3.51M 0.19%
13,591
-1,171
-8% -$290K
NKE icon
61
Nike
NKE
$62.3B
$3.46M 0.19%
35,295
-3,041
-8% -$281K
C icon
62
Citigroup
C
$224B
$3.45M 0.19%
67,575
-5,882
-8% -$279K
MU icon
63
Micron Technology
MU
$996B
$3.44M 0.18%
66,728
+19,212
+40% +$906K
GILD icon
64
Gilead Sciences
GILD
$162B
$3.4M 0.18%
44,149
-5,985
-12% -$459K
ANSS
65
DELISTED
Ansys
ANSS
$3.37M 0.18%
11,559
-749
-6% -$199K
WFC icon
66
Wells Fargo
WFC
$265B
$3.29M 0.18%
128,486
-11,186
-8% -$306K
UPS icon
67
United Parcel Service
UPS
$87.7B
$3.13M 0.17%
28,200
+8,306
+42% +$829K
LOW icon
68
Lowe's Companies
LOW
$122B
$3.02M 0.16%
22,326
-1,860
-8% -$212K
HON icon
69
Honeywell
HON
$76.3B
$2.97M 0.16%
21,789
-1,877
-8% -$248K
BA icon
70
Boeing
BA
$184B
$2.96M 0.16%
16,124
-1,353
-8% -$208K
QCOM icon
71
Qualcomm
QCOM
$168B
$2.93M 0.16%
32,168
-2,635
-8% -$211K
ADP icon
72
Automatic Data Processing
ADP
$109B
$2.92M 0.16%
19,590
-1,661
-8% -$238K
BSX icon
73
Boston Scientific
BSX
$71.4B
$2.89M 0.15%
82,254
-5,602
-6% -$202K
CHTR icon
74
Charter Communications
CHTR
$18.8B
$2.87M 0.15%
5,622
-485
-8% -$246K
BDX icon
75
Becton Dickinson
BDX
$48.8B
$2.77M 0.15%
11,867
-1,022
-8% -$246K
1 2
3
4 5

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AI
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NCM
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DT
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IWM
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CW
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BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
IUHSA
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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.