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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
SBUX icon
76
Starbucks
SBUX
$120B
$2.74M 0.15%
37,204
-3,205
-8% -$241K
MRSH
77
Marsh
MRSH
$92.2B
$2.72M 0.15%
25,338
-1,645
-6% -$167K
AXP icon
78
American Express
AXP
$231B
$2.71M 0.15%
28,440
-2,717
-9% -$250K
CCI icon
79
Crown Castle
CCI
$32.7B
$2.71M 0.15%
16,173
-1,325
-8% -$213K
KEYS icon
80
Keysight
KEYS
$57.6B
$2.68M 0.14%
26,552
-437
-2% -$42.9K
CAT icon
81
Caterpillar
CAT
$395B
$2.66M 0.14%
21,011
-1,721
-8% -$204K
REGN icon
82
Regeneron Pharmaceuticals
REGN
$79.5B
$2.66M 0.14%
4,261
-396
-9% -$225K
CVS icon
83
CVS Health
CVS
$123B
$2.64M 0.14%
40,653
-3,476
-8% -$219K
A icon
84
Agilent Technologies
A
$39.9B
$2.58M 0.14%
29,152
-2,455
-8% -$201K
ROK icon
85
Rockwell Automation
ROK
$49.2B
$2.52M 0.14%
11,827
-761
-6% -$147K
LMT icon
86
Lockheed Martin
LMT
$135B
$2.44M 0.13%
6,677
-3,229
-33% -$1.22M
CME icon
87
CME Group
CME
$95B
$2.43M 0.13%
14,965
-1,268
-8% -$227K
TJX icon
88
TJX Companies
TJX
$179B
$2.43M 0.13%
48,028
-3,922
-8% -$197K
CSX icon
89
CSX Corp
CSX
$93.9B
$2.42M 0.13%
104,256
-8,541
-8% -$189K
ELV icon
90
Elevance Health
ELV
$84.9B
$2.41M 0.13%
9,149
-750
-8% -$200K
CI icon
91
Cigna
CI
$72.7B
$2.4M 0.13%
12,804
-1,096
-8% -$208K
BLK icon
92
Blackrock
BLK
$175B
$2.37M 0.13%
4,356
+1,152
+36% +$582K
BIIB icon
93
Biogen
BIIB
$30.5B
$2.37M 0.13%
8,853
-747
-8% -$225K
IQV icon
94
IQVIA
IQV
$38.3B
$2.37M 0.13%
16,693
-558
-3% -$75.6K
TGT icon
95
Target
TGT
$66.8B
$2.32M 0.12%
19,365
-1,632
-8% -$186K
D icon
96
Dominion Energy
D
$58.8B
$2.3M 0.12%
28,311
+6,463
+30% +$518K
BABA icon
97
Alibaba
BABA
$304B
$2.27M 0.12%
10,500
-3,800
-27% -$791K
DLR icon
98
Digital Realty Trust
DLR
$71.3B
$2.23M 0.12%
15,659
-1,338
-8% -$189K
SO icon
99
Southern Company
SO
$107B
$2.22M 0.12%
42,858
-3,512
-8% -$195K
CMS icon
100
CMS Energy
CMS
$22.3B
$2.21M 0.12%
37,790
-1,336
-3% -$77.4K
2 3
4
5 6

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AI
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NCM
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DT
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IWM
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BG
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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.