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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
EW icon
76
Edwards Lifesciences
EW
$49.6B
$3.01M 0.35%
48,816
+2,628
+6% +$159K
ANSS
77
DELISTED
Ansys
ANSS
$2.95M 0.35%
14,396
+504
+4% +$96K
ELV icon
78
Elevance Health
ELV
$81.5B
$2.94M 0.35%
10,402
+419
+4% +$114K
CB icon
79
Chubb
CB
$135B
$2.89M 0.34%
19,649
+793
+4% +$114K
QCOM icon
80
Qualcomm
QCOM
$155B
$2.78M 0.33%
36,557
-10,898
-23% -$798K
BKNG icon
81
Booking.com
BKNG
$149B
$2.73M 0.32%
36,375
+1,475
+4% +$106K
HCA icon
82
HCA Healthcare
HCA
$87.2B
$2.72M 0.32%
20,094
+812
+4% +$103K
SO icon
83
Southern Company
SO
$109B
$2.69M 0.32%
48,726
+1,967
+4% +$105K
WM icon
84
Waste Management
WM
$90.6B
$2.66M 0.31%
23,044
+930
+4% +$101K
USB icon
85
US Bancorp
USB
$98.2B
$2.63M 0.31%
50,110
+2,022
+4% +$104K
MO icon
86
Altria Group
MO
$114B
$2.62M 0.31%
55,227
-6,963
-11% -$365K
ETN icon
87
Eaton
ETN
$161B
$2.6M 0.31%
31,280
+1,704
+6% +$138K
GM icon
88
General Motors
GM
$80.4B
$2.6M 0.31%
67,370
+4,481
+7% +$168K
MDLZ icon
89
Mondelez International
MDLZ
$79.5B
$2.59M 0.31%
48,120
+1,942
+4% +$101K
BABA icon
90
Alibaba
BABA
$293B
$2.59M 0.31%
15,300
+1,300
+9% +$224K
LOW icon
91
Lowe's Companies
LOW
$117B
$2.56M 0.3%
25,415
+1,026
+4% +$108K
RTN
92
DELISTED
Raytheon Company
RTN
$2.55M 0.3%
14,688
-1,298
-8% -$234K
CHTR icon
93
Charter Communications
CHTR
$17.3B
$2.53M 0.3%
6,397
+258
+4% +$96.7K
CTAS icon
94
Cintas
CTAS
$81.9B
$2.49M 0.29%
41,976
+1,656
+4% +$91.6K
MAR icon
95
Marriott International
MAR
$98.3B
$2.46M 0.29%
17,548
+693
+4% +$91.9K
CCI icon
96
Crown Castle
CCI
$33.3B
$2.39M 0.28%
18,354
+671
+4% +$86.3K
EOG icon
97
EOG Resources
EOG
$79.2B
$2.39M 0.28%
25,677
+843
+3% +$78.4K
CELG
98
DELISTED
Celgene Corp
CELG
$2.37M 0.28%
25,593
+1,033
+4% +$98.1K
BIIB icon
99
Biogen
BIIB
$30B
$2.36M 0.28%
10,079
+407
+4% +$94K
XLNX
100
DELISTED
Xilinx Inc
XLNX
$2.32M 0.27%
19,675
+1,170
+6% +$136K
2 3
4
5 6

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AI
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NCM
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DT
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AC
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IWM
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CW
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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.