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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
SBUX icon
76
Starbucks
SBUX
$120B
$2.98M 0.14%
34,702
-2,502
-7% -$200K
CAT icon
77
Caterpillar
CAT
$387B
$2.92M 0.14%
19,600
-1,411
-7% -$198K
TGT icon
78
Target
TGT
$68B
$2.9M 0.13%
18,404
-961
-5% -$132K
MU icon
79
Micron Technology
MU
$991B
$2.88M 0.13%
61,317
-5,411
-8% -$262K
WFC icon
80
Wells Fargo
WFC
$264B
$2.81M 0.13%
119,428
-9,058
-7% -$223K
A icon
81
Agilent Technologies
A
$41.2B
$2.8M 0.13%
27,703
-1,449
-5% -$140K
MRSH
82
Marsh
MRSH
$91.5B
$2.79M 0.13%
24,368
-970
-4% -$111K
DE icon
83
Deere & Co
DE
$168B
$2.77M 0.13%
12,475
-652
-5% -$126K
AXP icon
84
American Express
AXP
$230B
$2.73M 0.13%
27,279
-1,161
-4% -$114K
C icon
85
Citigroup
C
$226B
$2.71M 0.13%
62,810
-4,765
-7% -$237K
GILD icon
86
Gilead Sciences
GILD
$165B
$2.66M 0.12%
42,108
-2,041
-5% -$142K
ADP icon
87
Automatic Data Processing
ADP
$108B
$2.6M 0.12%
18,619
-971
-5% -$136K
CSX icon
88
CSX Corp
CSX
$93.1B
$2.56M 0.12%
99,087
-5,169
-5% -$128K
BDX icon
89
Becton Dickinson
BDX
$48.2B
$2.56M 0.12%
11,278
-589
-5% -$145K
CCI icon
90
Crown Castle
CCI
$32.2B
$2.56M 0.12%
15,371
-802
-5% -$132K
TJX icon
91
TJX Companies
TJX
$178B
$2.54M 0.12%
45,654
-2,374
-5% -$128K
ISRG icon
92
Intuitive Surgical
ISRG
$134B
$2.54M 0.12%
10,737
-561
-5% -$126K
BA icon
93
Boeing
BA
$185B
$2.53M 0.12%
15,325
-799
-5% -$136K
IQV icon
94
IQVIA
IQV
$39.3B
$2.53M 0.12%
16,032
-661
-4% -$104K
KEYS icon
95
Keysight
KEYS
$58.3B
$2.53M 0.12%
25,568
-984
-4% -$96.7K
ROK icon
96
Rockwell Automation
ROK
$49B
$2.51M 0.12%
11,377
-450
-4% -$101K
LMT icon
97
Lockheed Martin
LMT
$136B
$2.43M 0.11%
6,346
-331
-5% -$126K
BIIB icon
98
Biogen
BIIB
$30.7B
$2.39M 0.11%
8,414
-439
-5% -$122K
CME icon
99
CME Group
CME
$94.8B
$2.38M 0.11%
14,223
-742
-5% -$125K
ELV icon
100
Elevance Health
ELV
$85.5B
$2.34M 0.11%
8,696
-453
-5% -$122K
2 3
4
5 6

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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.