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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
ISRG icon
101
Intuitive Surgical
ISRG
$132B
$2.15M 0.12%
11,298
-951
-8% -$170K
WM icon
102
Waste Management
WM
$91.5B
$2.14M 0.11%
20,245
-1,749
-8% -$177K
PM icon
103
Philip Morris
PM
$293B
$2.14M 0.11%
30,572
-12,370
-29% -$902K
EW icon
104
Edwards Lifesciences
EW
$51.5B
$2.13M 0.11%
30,855
-849
-3% -$60.3K
ECL icon
105
Ecolab
ECL
$79.8B
$2.07M 0.11%
10,399
-657
-6% -$127K
DE icon
106
Deere & Co
DE
$166B
$2.06M 0.11%
13,127
-1,107
-8% -$160K
BKNG icon
107
Booking.com
BKNG
$156B
$2.04M 0.11%
31,950
-2,750
-8% -$167K
ATVI
108
DELISTED
Activision Blizzard
ATVI
$2.03M 0.11%
26,708
-2,249
-8% -$157K
TMUS icon
109
T-Mobile US
TMUS
$193B
$2.01M 0.11%
19,317
-1,347
-7% -$129K
ETN icon
110
Eaton
ETN
$174B
$1.99M 0.11%
22,761
-1,919
-8% -$158K
MMM icon
111
3M
MMM
$93.2B
$1.98M 0.11%
15,155
-9,546
-39% -$1.2M
EA icon
112
Electronic Arts
EA
$1.95M 0.1%
14,772
-1,244
-8% -$147K
MKC icon
113
McCormick & Company Non-Voting
MKC
$14.1B
$1.95M 0.1%
21,754
-1,834
-8% -$151K
PH icon
114
Parker-Hannifin
PH
$135B
$1.93M 0.1%
10,538
-901
-8% -$145K
PTC icon
115
PTC
PTC
$16B
$1.92M 0.1%
24,680
-1,477
-6% -$105K
MO icon
116
Altria Group
MO
$113B
$1.9M 0.1%
48,449
-4,080
-8% -$159K
COP icon
117
ConocoPhillips
COP
$142B
$1.88M 0.1%
44,680
-11,326
-20% -$458K
SWK icon
118
Stanley Black & Decker
SWK
$15.3B
$1.88M 0.1%
13,454
-1,133
-8% -$137K
MS icon
119
Morgan Stanley
MS
$336B
$1.85M 0.1%
38,363
-3,280
-8% -$138K
CB icon
120
Chubb
CB
$137B
$1.85M 0.1%
14,593
-70
-0.5% -$8.11K
NEM icon
121
Newmont
NEM
$111B
$1.83M 0.1%
29,670
-2,422
-8% -$143K
BBY icon
122
Best Buy
BBY
$16.9B
$1.79M 0.1%
20,479
-1,668
-8% -$126K
AMAT icon
123
Applied Materials
AMAT
$419B
$1.77M 0.09%
29,293
-2,397
-8% -$129K
SHW icon
124
Sherwin-Williams
SHW
$88.2B
$1.76M 0.09%
9,156
-771
-8% -$139K
GIS icon
125
General Mills
GIS
$19.3B
$1.75M 0.09%
28,389
-2,625
-8% -$158K
3 4
5
6 7

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NCM
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IWM
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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.