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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
UNP icon
51
Union Pacific
UNP
$174B
$4.37M 0.2%
22,193
-1,420
-6% -$264K
UPS icon
52
United Parcel Service
UPS
$88.9B
$4.37M 0.2%
26,217
-1,983
-7% -$289K
TXN icon
53
Texas Instruments
TXN
$261B
$4.22M 0.2%
29,559
-2,242
-7% -$305K
MDT icon
54
Medtronic
MDT
$112B
$4.19M 0.2%
40,344
-3,060
-7% -$307K
ZTS icon
55
Zoetis
ZTS
$30.5B
$4.16M 0.19%
25,124
-1,623
-6% -$249K
NKE icon
56
Nike
NKE
$61.9B
$4.12M 0.19%
32,807
-2,488
-7% -$267K
ORCL icon
57
Oracle
ORCL
$423B
$4.02M 0.19%
67,399
-5,111
-7% -$290K
SPGI icon
58
S&P Global
SPGI
$120B
$4.01M 0.19%
11,114
-1,056
-9% -$373K
CVX icon
59
Chevron
CVX
$366B
$3.94M 0.18%
54,698
-3,152
-5% -$265K
WMT icon
60
Walmart Inc
WMT
$890B
$3.9M 0.18%
83,643
-6,342
-7% -$282K
SNPS icon
61
Synopsys
SNPS
$79.7B
$3.87M 0.18%
18,063
-1,055
-6% -$215K
XOM icon
62
ExxonMobil
XOM
$634B
$3.81M 0.18%
110,855
-8,408
-7% -$344K
MDLZ icon
63
Mondelez International
MDLZ
$79.9B
$3.76M 0.17%
65,453
-4,214
-6% -$235K
BMY icon
64
Bristol-Myers Squibb
BMY
$132B
$3.69M 0.17%
61,214
-4,643
-7% -$279K
ANSS
65
DELISTED
Ansys
ANSS
$3.64M 0.17%
11,123
-436
-4% -$137K
QCOM icon
66
Qualcomm
QCOM
$176B
$3.52M 0.16%
29,902
-2,266
-7% -$242K
LOW icon
67
Lowe's Companies
LOW
$125B
$3.44M 0.16%
20,752
-1,574
-7% -$242K
IBM icon
68
IBM
IBM
$224B
$3.37M 0.16%
29,003
-2,200
-7% -$259K
RTX icon
69
RTX Corp
RTX
$301B
$3.35M 0.16%
58,258
-4,833
-8% -$294K
CHTR icon
70
Charter Communications
CHTR
$18.2B
$3.26M 0.15%
5,225
-397
-7% -$234K
HON icon
71
Honeywell
HON
$78B
$3.14M 0.15%
20,253
-1,536
-7% -$228K
BABA icon
72
Alibaba
BABA
$308B
$3.12M 0.15%
10,600
+100
+1% +$26.3K
AMT icon
73
American Tower
AMT
$80.4B
$3.05M 0.14%
12,634
-957
-7% -$243K
EW icon
74
Edwards Lifesciences
EW
$51.7B
$3.02M 0.14%
37,835
+6,980
+23% +$545K
BSX icon
75
Boston Scientific
BSX
$71.5B
$3.01M 0.14%
78,865
-3,389
-4% -$131K
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.