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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 | |
|---|---|---|---|---|---|---|
151
Air Products & Chemicals
APD
$66.8B
| $2.51M | 0.24% |
+29,660
| New | +$2.49M |
|
152
Crown Castle
CCI
$33.4B
| $2.5M | 0.24% |
+34,510
| New | +$2.53M |
|
153
Franklin Resources
BEN
$17.2B
| $2.48M | 0.24% |
+54,816
| New | +$2.79M |
|
154
International Paper
IP
$22.8B
| $2.48M | 0.24% |
+60,063
| New | +$2.6M |
|
155
APA Corp
APA
$12.8B
| $2.47M | 0.24% |
+29,449
| New | +$2.34M |
|
156
D.R. Horton
DHI
$40.7B
| $2.47M | 0.24% |
+115,929
| New | +$2.8M |
|
|
PETM
157
DELISTED
PETSMART INC
PETM
| $2.46M | 0.24% |
+36,795
| New | +$2.48M |
|
158
Intercontinental Exchange
ICE
$87.7B
| $2.44M | 0.23% |
+68,570
| New | +$2.3M |
|
|
BEAM
159
DELISTED
BEAM INC COM STK (DE)
BEAM
| $2.43M | 0.23% |
+38,437
| New | +$2.49M |
|
160
Stryker
SYK
$133B
| $2.41M | 0.23% |
+37,197
| New | +$2.47M |
|
|
VAR
161
DELISTED
Varian Medical Systems, Inc.
VAR
| $2.4M | 0.23% |
+40,651
| New | +$2.43M |
|
162
Healthpeak Properties
DOC
$15.2B
| $2.4M | 0.23% |
+57,909
| New | +$2.64M |
|
|
YHOO
163
DELISTED
Yahoo Inc
YHOO
| $2.4M | 0.23% |
+95,446
| New | +$2.42M |
|
164
Cintas
CTAS
$82.8B
| $2.39M | 0.23% |
+210,024
| New | +$2.37M |
|
|
HES
165
DELISTED
Hess
HES
| $2.36M | 0.23% |
+35,487
| New | +$2.46M |
|
166
BorgWarner
BWA
$13.2B
| $2.36M | 0.23% |
+62,196
| New | +$2.19M |
|
|
TIF
167
DELISTED
Tiffany & Co.
TIF
| $2.33M | 0.22% |
+32,056
| New | +$2.39M |
|
168
Aflac
AFL
$64.8B
| $2.33M | 0.22% |
+80,276
| New | +$2.18M |
|
169
Halliburton
HAL
$26.4B
| $2.33M | 0.22% |
+55,786
| New | +$2.33M |
|
|
SIAL
170
DELISTED
SIGMA - ALDRICH CORP
SIAL
| $2.33M | 0.22% |
+28,950
| New | +$2.32M |
|
171
Monster Beverage
MNST
$95.5B
| $2.32M | 0.22% |
+229,380
| New | +$2.15M |
|
172
Royal Caribbean
RCL
$86.1B
| $2.32M | 0.22% |
+69,625
| New | +$2.42M |
|
|
CMA
173
DELISTED
Comerica
CMA
| $2.32M | 0.22% |
+58,176
| New | +$2.17M |
|
174
Southwest Airlines
LUV
$22.3B
| $2.32M | 0.22% |
+179,742
| New | +$2.45M |
|
175
CarMax
KMX
$8.33B
| $2.31M | 0.22% |
+50,147
| New | +$2.28M |
|
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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.