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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 | |
|---|---|---|---|---|---|---|
126
Allstate
ALL
$68B
| $2.88M | 0.28% |
+59,812
| New | +$2.91M |
|
127
Parker-Hannifin
PH
$123B
| $2.88M | 0.28% |
+30,166
| New | +$2.83M |
|
|
KRFT
128
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
| $2.85M | 0.27% |
+50,985
| New | +$2.73M |
|
|
PX
129
DELISTED
Praxair Inc
PX
| $2.84M | 0.27% |
+24,639
| New | +$2.81M |
|
130
Elevance Health
ELV
$81.5B
| $2.82M | 0.27% |
+34,505
| New | +$2.58M |
|
131
W.W. Grainger
GWW
$65.3B
| $2.82M | 0.27% |
+11,177
| New | +$2.77M |
|
132
Texas Instruments
TXN
$252B
| $2.81M | 0.27% |
+80,549
| New | +$2.88M |
|
|
CFN
133
DELISTED
CAREFUSION CORPORATION
CFN
| $2.8M | 0.27% |
+75,939
| New | +$2.68M |
|
134
CME Group
CME
$96.3B
| $2.78M | 0.27% |
+36,565
| New | +$2.4M |
|
135
Meta Platforms (Facebook)
META
$1.42T
| $2.78M | 0.27% |
+111,709
| New | +$2.86M |
|
136
DTE Energy
DTE
$29.5B
| $2.77M | 0.27% |
+48,563
| New | +$2.86M |
|
137
Travelers Companies
TRV
$78.1B
| $2.75M | 0.26% |
+34,390
| New | +$2.89M |
|
|
STI
138
DELISTED
SunTrust Banks, Inc.
STI
| $2.72M | 0.26% |
+86,149
| New | +$2.61M |
|
|
CTXS
139
DELISTED
Citrix Systems Inc
CTXS
| $2.72M | 0.26% |
+56,591
| New | +$2.92M |
|
140
Kroger
KR
$35.4B
| $2.7M | 0.26% |
+156,548
| New | +$2.67M |
|
|
SWN
141
DELISTED
Southwestern Energy Company
SWN
| $2.67M | 0.26% |
+73,159
| New | +$2.72M |
|
142
Becton Dickinson
BDX
$45.6B
| $2.65M | 0.25% |
+27,512
| New | +$2.62M |
|
143
FedEx
FDX
$72.7B
| $2.63M | 0.25% |
+26,715
| New | +$2.59M |
|
144
Omnicom Group
OMC
$21.6B
| $2.6M | 0.25% |
+41,393
| New | +$2.54M |
|
145
Williams Companies
WMB
$87.5B
| $2.56M | 0.25% |
+78,995
| New | +$2.84M |
|
146
Affiliated Managers Group
AMG
$9.69B
| $2.55M | 0.24% |
+15,573
| New | +$2.46M |
|
|
SNI
147
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
| $2.53M | 0.24% |
+37,841
| New | +$2.54M |
|
148
Constellation Brands
STZ
$22.2B
| $2.52M | 0.24% |
+48,452
| New | +$2.44M |
|
|
PRE
149
DELISTED
PARTNERRE LTD
PRE
| $2.52M | 0.24% |
+27,836
| New | +$2.53M |
|
|
BHI
150
DELISTED
Baker Hughes
BHI
| $2.52M | 0.24% |
+54,524
| New | +$2.49M |
|
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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.