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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
-18.41%
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
$1.41B
AUM Growth
+$523M
Cap. Flow
+$829M
Cap. Flow %
58.98%
Top 10 Hldgs %
62.98%
Holding
273
New
9
Increased
181
Reduced
77
Closed
5

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$813M
2
NOW icon
ServiceNow
NOW
+$2.61M
3
UNP icon
Union Pacific
UNP
+$1.34M
4
DG icon
Dollar General
DG
+$1.18M
5
ROST icon
Ross Stores
ROST
+$1.07M

Top Sells

Rank Stock Value
1
DLTR icon
Dollar Tree
DLTR
+$1.42M
2
MS icon
Morgan Stanley
MS
+$1.35M
3
F icon
Ford
F
+$1.18M
4
CCL icon
Carnival Corporation Ltd
CCL
+$1.03M
5
RGA icon
Reinsurance Group of America
RGA
+$961K

Sector Composition

Rank Sector Weight
1 Technology 10.97%
2 Healthcare 7.5%
3 Financials 6.39%
4 Consumer Discretionary 5.02%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
D icon
126
Dominion Energy
D
$59.3B
$1.58M 0.11%
21,848
+295
+1% +$24.1K
ALL icon
127
Allstate
ALL
$67.5B
$1.56M 0.11%
16,984
-144
-0.8% -$15.7K
PCAR icon
128
PACCAR
PCAR
$70.1B
$1.54M 0.11%
37,868
+509
+1% +$23.9K
SHW icon
129
Sherwin-Williams
SHW
$89.8B
$1.52M 0.11%
9,927
+129
+1% +$23.3K
GL icon
130
Globe Life
GL
$14.3B
$1.52M 0.11%
21,121
+2,257
+12% +$213K
CHD icon
131
Church & Dwight Co
CHD
$24.5B
$1.5M 0.11%
23,441
+230
+1% +$16.3K
PH icon
132
Parker-Hannifin
PH
$135B
$1.48M 0.11%
11,439
+5,841
+104% +$1.06M
BALL icon
133
Ball Corp
BALL
$16.8B
$1.48M 0.11%
22,846
+117
+0.5% +$8.19K
XYL icon
134
Xylem
XYL
$28.1B
$1.48M 0.11%
22,658
+4,501
+25% +$355K
COF icon
135
Capital One
COF
$134B
$1.47M 0.1%
29,196
+392
+1% +$34.5K
AWK icon
136
American Water Works
AWK
$26.9B
$1.47M 0.1%
12,276
+121
+1% +$15.6K
TRV icon
137
Travelers Companies
TRV
$80.2B
$1.47M 0.1%
14,777
+200
+1% +$24.9K
SWK icon
138
Stanley Black & Decker
SWK
$15.7B
$1.46M 0.1%
14,587
+196
+1% +$28K
ORLY icon
139
O'Reilly Automotive
ORLY
$76.3B
$1.46M 0.1%
72,585
-990
-1% -$25.3K
NEM icon
140
Newmont
NEM
$119B
$1.45M 0.1%
32,092
-70
-0.2% -$3.16K
PNC icon
141
PNC Financial Services
PNC
$101B
$1.45M 0.1%
15,179
+205
+1% +$27.5K
AMAT icon
142
Applied Materials
AMAT
$428B
$1.45M 0.1%
31,690
+427
+1% +$24.5K
AGN
143
DELISTED
Allergan plc
AGN
$1.45M 0.1%
8,161
+21
+0.3% +$3.95K
ARE icon
144
Alexandria Real Estate Equities
ARE
$8.56B
$1.44M 0.1%
10,494
+104
+1% +$16.3K
MS icon
145
Morgan Stanley
MS
$340B
$1.42M 0.1%
41,643
-28,585
-41% -$1.35M
BLK icon
146
Blackrock
BLK
$176B
$1.41M 0.1%
3,204
+31
+1% +$15.3K
GS icon
147
Goldman Sachs
GS
$303B
$1.41M 0.1%
9,121
+123
+1% +$26.1K
VMC icon
148
Vulcan Materials
VMC
$36.9B
$1.41M 0.1%
13,025
+175
+1% +$22.4K
WEC icon
149
WEC Energy
WEC
$35.1B
$1.38M 0.1%
15,696
+81
+0.5% +$7.79K
EXC icon
150
Exelon
EXC
$47B
$1.33M 0.09%
50,801
+496
+1% +$15.6K
4 5
6
7 8

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Sumitomo Life Insurance's Q1 2020 Portfolio in Review

As of Q1 2020, Sumitomo Life Insurance held 273 positions worth $1.41B, up 59% from $883M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Sumitomo Life Insurance deployed $829M of net new capital in Q1 2020, opening 9 new positions and adding to 181 existing holdings. Its largest new stake was ServiceNow: 41,770 shares worth $2.39M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 19% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Morgan Stanley, an estimated $1.35M trimmed.

  • Sumitomo Life Insurance's largest Q1 2020 buy was ServiceNow: 41,770 shares worth $2.39M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q1 2020, an estimated $813M increase.
  • Sumitomo Life Insurance's biggest Q1 2020 reduction was Morgan Stanley, cutting an estimated $1.35M.
  • Sumitomo Life Insurance fully exited Dollar Tree in Q1 2020, selling an estimated $1.42M.
  • Sumitomo Life Insurance's ten largest holdings make up 63% of its $1.41B portfolio in Q1 2020.
  • Sumitomo Life Insurance opened 9 new positions and closed 5 in Q1 2020.
  • Sumitomo Life Insurance's portfolio value rose 59% quarter-over-quarter to $1.41B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2020, filed 1 May 2020.