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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
% of AUM
100.32%
Top 10 Holdings %
Top 10 Hldgs %
17.56%
Holding
249
New
249
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$27.9M |
| 2 |
ExxonMobil
XOM
|
+$26.8M |
| 3 |
Microsoft
MSFT
|
+$17.8M |
| 4 |
GE Aerospace
GE
|
+$17.4M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
United Parcel Service
UPS
$88.7B
| $4.14M | 0.4% |
+47,932
| New | +$4.11M |
|
|
DD
77
DELISTED
Du Pont De Nemours E I
DD
| $4.11M | 0.39% |
+82,335
| New | +$4.16M |
|
78
Target
TGT
$65.1B
| $4.08M | 0.39% |
+59,243
| New | +$4.12M |
|
79
Mondelez International
MDLZ
$80.1B
| $4.05M | 0.39% |
+141,940
| New | +$4.32M |
|
80
Adobe
ADBE
$97.2B
| $3.97M | 0.38% |
+87,161
| New | +$3.86M |
|
81
MetLife
MET
$62.1B
| $3.92M | 0.38% |
+96,249
| New | +$3.54M |
|
82
NextEra Energy
NEE
$183B
| $3.92M | 0.38% |
+192,240
| New | +$3.81M |
|
|
PCP
83
DELISTED
PRECISION CASTPARTS CORP
PCP
| $3.86M | 0.37% |
+17,079
| New | +$3.46M |
|
|
DFS
84
DELISTED
Discover Financial Services
DFS
| $3.81M | 0.36% |
+79,888
| New | +$3.67M |
|
85
Baxter International
BAX
$13.6B
| $3.8M | 0.36% |
+100,890
| New | +$3.86M |
|
86
Duke Energy
DUK
$98.3B
| $3.79M | 0.36% |
+56,115
| New | +$3.97M |
|
87
Costco
COST
$421B
| $3.75M | 0.36% |
+33,957
| New | +$3.71M |
|
88
Emerson Electric
EMR
$83.6B
| $3.74M | 0.36% |
+68,648
| New | +$3.86M |
|
89
HP
HPQ
$24.6B
| $3.72M | 0.36% |
+330,558
| New | +$3.37M |
|
90
Biogen
BIIB
$30B
| $3.71M | 0.36% |
+17,246
| New | +$3.69M |
|
|
APC
91
DELISTED
Anadarko Petroleum
APC
| $3.69M | 0.35% |
+42,926
| New | +$3.69M |
|
|
AGN
92
DELISTED
Allergan Inc
AGN
| $3.67M | 0.35% |
+43,611
| New | +$4.52M |
|
93
EOG Resources
EOG
$77.7B
| $3.62M | 0.35% |
+54,986
| New | +$3.53M |
|
94
Phillips 66
PSX
$84.2B
| $3.61M | 0.35% |
+61,328
| New | +$3.85M |
|
95
Sempra
SRE
$58.5B
| $3.6M | 0.34% |
+88,038
| New | +$3.59M |
|
|
PARA
96
DELISTED
Paramount Global Class B
PARA
| $3.55M | 0.34% |
+72,678
| New | +$3.32M |
|
97
NOV
NOV
$6.82B
| $3.5M | 0.34% |
+56,393
| New | +$3.48M |
|
98
Xcel Energy
XEL
$49.1B
| $3.48M | 0.33% |
+122,631
| New | +$3.66M |
|
99
Automatic Data Processing
ADP
$105B
| $3.46M | 0.33% |
+57,311
| New | +$3.42M |
|
100
State Street
STT
$50.6B
| $3.46M | 0.33% |
+53,038
| New | +$3.3M |
|
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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.