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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
CAT icon
76
Caterpillar
CAT
$387B
$2.64M 0.19%
22,732
+241
+1% +$30.8K
SNPS icon
77
Synopsys
SNPS
$79.7B
$2.62M 0.19%
20,377
+1,741
+9% +$248K
CVS icon
78
CVS Health
CVS
$122B
$2.62M 0.19%
44,129
+593
+1% +$39.6K
BA icon
79
Boeing
BA
$185B
$2.61M 0.19%
17,477
+288
+2% +$78.8K
CCI icon
80
Crown Castle
CCI
$32.2B
$2.53M 0.18%
17,498
+187
+1% +$27.9K
SO icon
81
Southern Company
SO
$107B
$2.51M 0.18%
46,370
+492
+1% +$31.2K
TJX icon
82
TJX Companies
TJX
$178B
$2.48M 0.18%
51,950
+708
+1% +$40.7K
CI icon
83
Cigna
CI
$74.6B
$2.46M 0.18%
13,900
+186
+1% +$36.1K
NOW icon
84
ServiceNow
NOW
$129B
$2.39M 0.17%
+41,770
New +$2.61M
DLR icon
85
Digital Realty Trust
DLR
$71.7B
$2.36M 0.17%
16,997
+229
+1% +$29.1K
QCOM icon
86
Qualcomm
QCOM
$176B
$2.35M 0.17%
34,803
+368
+1% +$30.2K
MRSH
87
Marsh
MRSH
$91.5B
$2.33M 0.17%
26,983
+1,590
+6% +$170K
CMS icon
88
CMS Energy
CMS
$22.3B
$2.3M 0.16%
39,126
+3,635
+10% +$233K
REGN icon
89
Regeneron Pharmaceuticals
REGN
$80.8B
$2.27M 0.16%
4,657
+63
+1% +$26K
A icon
90
Agilent Technologies
A
$41.2B
$2.26M 0.16%
31,607
+425
+1% +$34.1K
KEYS icon
91
Keysight
KEYS
$58.3B
$2.26M 0.16%
26,989
+5,805
+27% +$551K
ELV icon
92
Elevance Health
ELV
$85.5B
$2.25M 0.16%
9,899
+104
+1% +$28.3K
CSX icon
93
CSX Corp
CSX
$93.1B
$2.15M 0.15%
112,797
+1,194
+1% +$27.9K
LOW icon
94
Lowe's Companies
LOW
$125B
$2.08M 0.15%
24,186
+255
+1% +$27.9K
WM icon
95
Waste Management
WM
$91B
$2.04M 0.14%
21,994
+296
+1% +$34K
MO icon
96
Altria Group
MO
$114B
$2.03M 0.14%
52,529
+707
+1% +$31.4K
ISRG icon
97
Intuitive Surgical
ISRG
$134B
$2.02M 0.14%
12,249
+165
+1% +$30.2K
MU icon
98
Micron Technology
MU
$991B
$2M 0.14%
47,516
+5,887
+14% +$306K
EW icon
99
Edwards Lifesciences
EW
$51.7B
$1.99M 0.14%
31,704
+1,311
+4% +$94.5K
DE icon
100
Deere & Co
DE
$168B
$1.97M 0.14%
14,234
+192
+1% +$30.4K
2 3
4
5 6

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AI
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IWM
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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.