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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
DUK icon
126
Duke Energy
DUK
$96.6B
$1.75M 0.09%
21,876
-1,844
-8% -$156K
PCAR icon
127
PACCAR
PCAR
$69.5B
$1.75M 0.09%
35,003
-2,865
-8% -$134K
DD icon
128
DuPont de Nemours
DD
$19.5B
$1.73M 0.09%
25,939
+11,980
+86% +$700K
CL icon
129
Colgate-Palmolive
CL
$74.1B
$1.73M 0.09%
23,604
-1,988
-8% -$141K
LULU icon
130
lululemon athletica
LULU
$14.2B
$1.73M 0.09%
5,528
+1,130
+26% +$289K
PEG icon
131
Public Service Enterprise Group
PEG
$37.4B
$1.72M 0.09%
34,899
-2,984
-8% -$149K
HCA icon
132
HCA Healthcare
HCA
$88.5B
$1.71M 0.09%
17,650
-1,527
-8% -$159K
ROST icon
133
Ross Stores
ROST
$81.6B
$1.69M 0.09%
19,813
+9,769
+97% +$885K
SCHW
134
Charles Schwab
SCHW
$187B
$1.69M 0.09%
49,985
-4,210
-8% -$151K
COF icon
135
Capital One
COF
$135B
$1.68M 0.09%
26,874
-2,322
-8% -$145K
CHD icon
136
Church & Dwight Co
CHD
$24.5B
$1.68M 0.09%
21,667
-1,774
-8% -$129K
GS icon
137
Goldman Sachs
GS
$301B
$1.67M 0.09%
8,432
-689
-8% -$129K
ENTG icon
138
Entegris
ENTG
$21.8B
$1.66M 0.09%
28,183
-1,108
-4% -$61.5K
PSA icon
139
Public Storage
PSA
$61.1B
$1.64M 0.09%
8,541
-720
-8% -$139K
USB icon
140
US Bancorp
USB
$99.4B
$1.62M 0.09%
44,021
-3,806
-8% -$136K
AEP icon
141
American Electric Power
AEP
$68.2B
$1.6M 0.09%
20,099
-1,645
-8% -$134K
ARE icon
142
Alexandria Real Estate Equities
ARE
$8.34B
$1.57M 0.08%
9,703
-791
-8% -$121K
ORLY icon
143
O'Reilly Automotive
ORLY
$76.2B
$1.57M 0.08%
55,965
-16,620
-23% -$434K
TRV icon
144
Travelers Companies
TRV
$80.5B
$1.56M 0.08%
13,659
-1,118
-8% -$118K
SRE icon
145
Sempra
SRE
$55.1B
$1.54M 0.08%
26,250
+9,120
+53% +$560K
FRC
146
DELISTED
First Republic Bank
FRC
$1.53M 0.08%
14,425
-1,311
-8% -$135K
DOW icon
147
Dow Inc
DOW
$21.9B
$1.51M 0.08%
37,180
-3,178
-8% -$116K
GL icon
148
Globe Life
GL
$14.4B
$1.51M 0.08%
20,305
-816
-4% -$61.9K
PNC icon
149
PNC Financial Services
PNC
$101B
$1.48M 0.08%
14,031
-1,148
-8% -$121K
ALL icon
150
Allstate
ALL
$69.6B
$1.47M 0.08%
15,164
-1,820
-11% -$179K
4 5
6
7 8

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AI
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NCM
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DT
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IWM
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CW
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BG
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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.