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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
+9.18%
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
$2.15B
AUM Growth
+$284M
Cap. Flow
+$119M
Cap. Flow %
5.54%
Top 10 Hldgs %
70.4%
Holding
272
New
11
Increased
7
Reduced
240
Closed
6

Top Buys

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$65.1M
2
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$33.9M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$32.7M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$24.8M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$13M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$4.16M
2
AAPL icon
Apple
AAPL
+$3.2M
3
AMZN icon
Amazon
AMZN
+$2.63M
4
META icon
Meta Platforms (Facebook)
META
+$1.35M
5
MPC icon
Marathon Petroleum
MPC
+$1.19M

Sector Composition

Rank Sector Weight
1 Technology 9.26%
2 Healthcare 5.2%
3 Consumer Discretionary 4.42%
4 Financials 4.38%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MMM icon
126
3M
MMM
$94.3B
$1.93M 0.09%
14,405
-750
-5% -$101K
EL icon
127
Estee Lauder
EL
$32B
$1.9M 0.09%
8,690
+1,817
+26% +$374K
PCAR icon
128
PACCAR
PCAR
$70.1B
$1.89M 0.09%
33,269
-1,734
-5% -$97.3K
DUK icon
129
Duke Energy
DUK
$97.3B
$1.86M 0.09%
20,993
-883
-4% -$72.8K
COF icon
130
Capital One
COF
$134B
$1.85M 0.09%
25,787
-1,087
-4% -$72.7K
EA
131
DELISTED
Electronic Arts
EA
$1.83M 0.09%
14,038
-734
-5% -$100K
PSA icon
132
Public Storage
PSA
$61.3B
$1.82M 0.08%
8,196
-345
-4% -$70.5K
PEG icon
133
Public Service Enterprise Group
PEG
$37.7B
$1.82M 0.08%
33,168
-1,731
-5% -$91.7K
NEM icon
134
Newmont
NEM
$119B
$1.79M 0.08%
28,204
-1,466
-5% -$95.6K
MO icon
135
Altria Group
MO
$114B
$1.78M 0.08%
46,044
-2,405
-5% -$100K
ROST icon
136
Ross Stores
ROST
$81.9B
$1.77M 0.08%
19,015
-798
-4% -$71.6K
MS icon
137
Morgan Stanley
MS
$340B
$1.76M 0.08%
36,459
-1,904
-5% -$95.9K
LULU icon
138
lululemon athletica
LULU
$14.6B
$1.74M 0.08%
5,284
-244
-4% -$81.4K
SCHW
139
Charles Schwab
SCHW
$187B
$1.74M 0.08%
47,966
-2,019
-4% -$70.2K
CTAS icon
140
Cintas
CTAS
$81.3B
$1.73M 0.08%
20,824
-1,088
-5% -$83.9K
CL icon
141
Colgate-Palmolive
CL
$74.4B
$1.73M 0.08%
22,431
-1,173
-5% -$89.4K
DD icon
142
DuPont de Nemours
DD
$19.2B
$1.72M 0.08%
24,655
-1,284
-5% -$90K
XYL icon
143
Xylem
XYL
$28.1B
$1.72M 0.08%
20,395
-1,184
-5% -$92.2K
DOW icon
144
Dow Inc
DOW
$21.2B
$1.68M 0.08%
35,679
-1,501
-4% -$67.4K
BALL icon
145
Ball Corp
BALL
$16.8B
$1.67M 0.08%
20,115
-845
-4% -$65K
GIS icon
146
General Mills
GIS
$19.7B
$1.66M 0.08%
26,980
-1,409
-5% -$88.1K
AMAT icon
147
Applied Materials
AMAT
$428B
$1.66M 0.08%
27,841
-1,452
-5% -$89.7K
ORLY icon
148
O'Reilly Automotive
ORLY
$76.3B
$1.65M 0.08%
53,715
-2,250
-4% -$68.4K
APD icon
149
Air Products & Chemicals
APD
$67.6B
$1.65M 0.08%
5,533
-293
-5% -$84.3K
NSC icon
150
Norfolk Southern
NSC
$75.1B
$1.64M 0.08%
7,639
-403
-5% -$80.9K
4 5
6
7 8

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Sumitomo Life Insurance's Q3 2020 Portfolio in Review

As of Q3 2020, Sumitomo Life Insurance held 272 positions worth $2.15B, up 15% from $1.87B the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Sumitomo Life Insurance deployed $119M of net new capital in Q3 2020, opening 11 new positions and adding to 7 existing holdings. Its largest new stake was iShares TIPS Bond ETF: 517,928 shares worth $65.5M.

By sector, the portfolio is most concentrated in Technology at 9.3% of assets, down from 10% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was Microsoft, an estimated $4.16M trimmed.

  • Sumitomo Life Insurance's largest Q3 2020 buy was iShares TIPS Bond ETF: 517,928 shares worth $65.5M.
  • Sumitomo Life Insurance added most to Edwards Lifesciences in Q3 2020, an estimated $545K increase.
  • Sumitomo Life Insurance's biggest Q3 2020 reduction was Microsoft, cutting an estimated $4.16M.
  • Sumitomo Life Insurance fully exited Marathon Petroleum in Q3 2020, selling an estimated $1.19M.
  • Sumitomo Life Insurance's ten largest holdings make up 70% of its $2.15B portfolio in Q3 2020.
  • Sumitomo Life Insurance opened 11 new positions and closed 6 in Q3 2020.
  • Sumitomo Life Insurance's portfolio value rose 15% quarter-over-quarter to $2.15B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2020, filed 29 Oct 2020.