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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 | |
|---|---|---|---|---|---|---|
101
Booking.com
BKNG
$150B
| $3.42M | 0.33% |
+103,525
| New | +$3.16M |
|
102
Viatris
VTRS
$20.7B
| $3.42M | 0.33% |
+110,383
| New | +$3.3M |
|
103
McKesson
MCK
$101B
| $3.41M | 0.33% |
+29,749
| New | +$3.31M |
|
104
CSX Corp
CSX
$93B
| $3.39M | 0.33% |
+439,056
| New | +$3.6M |
|
|
CMCSK
105
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
| $3.38M | 0.32% |
+85,173
| New | +$3.38M |
|
106
Deere & Co
DE
$162B
| $3.34M | 0.32% |
+41,158
| New | +$3.56M |
|
|
TWX
107
DELISTED
Time Warner Inc
TWX
| $3.29M | 0.32% |
+59,430
| New | +$3.36M |
|
108
Blackrock
BLK
$170B
| $3.28M | 0.31% |
+12,776
| New | +$3.42M |
|
109
DuPont de Nemours
DD
$18.7B
| $3.26M | 0.31% |
+40,052
| New | +$3.38M |
|
110
Aon
AON
$77.8B
| $3.26M | 0.31% |
+50,610
| New | +$3.21M |
|
111
Dominion Energy
D
$61.3B
| $3.25M | 0.31% |
+57,290
| New | +$3.36M |
|
112
PG&E
PCG
$39.2B
| $3.21M | 0.31% |
+70,200
| New | +$3.24M |
|
|
BNY
113
Bank of New York Mellon
BNY
$106B
| $3.21M | 0.31% |
+114,399
| New | +$3.29M |
|
114
Boston Properties
BXP
$11.4B
| $3.17M | 0.3% |
+30,020
| New | +$3.26M |
|
115
Southern Company
SO
$109B
| $3.15M | 0.3% |
+71,485
| New | +$3.29M |
|
116
Colgate-Palmolive
CL
$73.3B
| $3.15M | 0.3% |
+55,015
| New | +$3.27M |
|
117
American Tower
AMT
$81.3B
| $3.14M | 0.3% |
+42,866
| New | +$3.41M |
|
118
Illinois Tool Works
ITW
$81.6B
| $3.09M | 0.3% |
+44,692
| New | +$2.99M |
|
119
Marathon Petroleum
MPC
$91.7B
| $3.08M | 0.29% |
+86,692
| New | +$3.46M |
|
120
General Mills
GIS
$19.4B
| $3M | 0.29% |
+61,921
| New | +$3.05M |
|
|
SE
121
DELISTED
Spectra Energy Corp Wi
SE
| $2.95M | 0.28% |
+85,691
| New | +$2.7M |
|
|
MRO
122
DELISTED
Marathon Oil Corporation
MRO
| $2.92M | 0.28% |
+84,337
| New | +$2.85M |
|
123
Macy's
M
$6.56B
| $2.91M | 0.28% |
+60,702
| New | +$2.82M |
|
124
Annaly Capital Management
NLY
$17.4B
| $2.88M | 0.28% |
+57,357
| New | +$3.35M |
|
125
Cummins
CMI
$87.3B
| $2.88M | 0.28% |
+26,585
| New | +$3.02M |
|
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BG
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.