We are live on ! Find out more
SLI

Sumitomo Life Insurance Portfolio holdings

AUM $4.25B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
+4.05%
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
$847M
AUM Growth
+$103M
Cap. Flow
+$76.6M
Cap. Flow %
9.04%
Top 10 Hldgs %
24.09%
Holding
272
New
14
Increased
215
Reduced
38
Closed
3

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$47.8M
2
WP
Worldpay, Inc.
WP
+$2.02M
3
PG icon
Procter & Gamble
PG
+$1.84M
4
VZ icon
Verizon
VZ
+$1.42M
5
ORLY icon
O'Reilly Automotive
ORLY
+$1.36M

Top Sells

Rank Stock Value
1
DD icon
DuPont de Nemours
DD
+$1.3M
2
APC
Anadarko Petroleum
APC
+$1.26M
3
BALL icon
Ball Corp
BALL
+$1.16M
4
EL icon
Estee Lauder
EL
+$1.01M
5
QCOM icon
Qualcomm
QCOM
+$798K

Sector Composition

Rank Sector Weight
1 Technology 17.4%
2 Financials 14.76%
3 Healthcare 13.09%
4 Consumer Discretionary 10.34%
5 Communication Services 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COO icon
151
Cooper Companies
COO
$14.1B
$1.63M 0.19%
19,300
+688
+4% +$51.7K
LVS icon
152
Las Vegas Sands
LVS
$31.7B
$1.62M 0.19%
27,469
+979
+4% +$60.6K
CY
153
DELISTED
Cypress Semiconductor
CY
$1.61M 0.19%
72,634
+1,034
+1% +$18.8K
BBY icon
154
Best Buy
BBY
$18.2B
$1.61M 0.19%
23,153
+914
+4% +$63.8K
TMUS icon
155
T-Mobile US
TMUS
$185B
$1.6M 0.19%
21,639
+854
+4% +$63.4K
FRC
156
DELISTED
First Republic Bank
FRC
$1.6M 0.19%
16,375
+585
+4% +$58.9K
DLR icon
157
Digital Realty Trust
DLR
$69.7B
$1.6M 0.19%
13,553
+4,822
+55% +$574K
XYL icon
158
Xylem
XYL
$27.3B
$1.6M 0.19%
19,081
+753
+4% +$60K
SHW icon
159
Sherwin-Williams
SHW
$82.7B
$1.59M 0.19%
10,422
+408
+4% +$61K
AON icon
160
Aon
AON
$76.5B
$1.59M 0.19%
8,241
+295
+4% +$53.5K
MLM icon
161
Martin Marietta Materials
MLM
$31.5B
$1.58M 0.19%
6,877
+176
+3% +$38.1K
TXRH icon
162
Texas Roadhouse
TXRH
$13.5B
$1.57M 0.19%
29,322
+637
+2% +$35.8K
BLK icon
163
Blackrock
BLK
$169B
$1.57M 0.19%
3,350
+204
+6% +$92.3K
NUE icon
164
Nucor
NUE
$58.6B
$1.55M 0.18%
28,165
+1,003
+4% +$55.1K
ARE icon
165
Alexandria Real Estate Equities
ARE
$8.97B
$1.55M 0.18%
10,981
+444
+4% +$64.1K
APC
166
DELISTED
Anadarko Petroleum
APC
$1.54M 0.18%
21,842
-18,730
-46% -$1.26M
TRMB icon
167
Trimble
TRMB
$13.2B
$1.54M 0.18%
34,088
+1,218
+4% +$50.6K
REGN icon
168
Regeneron Pharmaceuticals
REGN
$78.5B
$1.52M 0.18%
4,847
+172
+4% +$57.3K
MU icon
169
Micron Technology
MU
$930B
$1.5M 0.18%
38,802
+1,228
+3% +$46.8K
WY icon
170
Weyerhaeuser
WY
$18B
$1.49M 0.18%
56,696
+2,025
+4% +$51.5K
AMAT icon
171
Applied Materials
AMAT
$403B
$1.49M 0.18%
33,173
+15,353
+86% +$646K
APD icon
172
Air Products & Chemicals
APD
$65.7B
$1.48M 0.17%
6,532
-3,318
-34% -$687K
AWK icon
173
American Water Works
AWK
$26.7B
$1.48M 0.17%
12,749
-6,693
-34% -$739K
AIG icon
174
American International
AIG
$41.7B
$1.48M 0.17%
27,705
+1,002
+4% +$49.9K
ICE icon
175
Intercontinental Exchange
ICE
$85.6B
$1.47M 0.17%
17,090
+610
+4% +$49.8K
5 6
7
8 9

Similar funds

CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
NCM
Nearwater Capital Markets Dublin 4, Dublin, Ireland $4.24B AUM 66.03% 1-Year Est. Return
DT
DV Trading Chicago, Illinois $4.22B AUM
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Sumitomo Life Insurance's Q2 2019 Portfolio in Review

As of Q2 2019, Sumitomo Life Insurance held 272 positions worth $847M, up 14% from $744M the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Sumitomo Life Insurance deployed $76.6M of net new capital in Q2 2019, opening 14 new positions and adding to 215 existing holdings. Its largest new stake was iShares Core S&P 500 ETF: 165,000 shares worth $48.6M.

By sector, the portfolio is most concentrated in Technology at 17% of assets, down from 19% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was DuPont de Nemours, an estimated $1.3M trimmed.

  • Sumitomo Life Insurance's largest Q2 2019 buy was iShares Core S&P 500 ETF: 165,000 shares worth $48.6M.
  • Sumitomo Life Insurance added most to Procter & Gamble in Q2 2019, an estimated $1.84M increase.
  • Sumitomo Life Insurance's biggest Q2 2019 reduction was DuPont de Nemours, cutting an estimated $1.3M.
  • Sumitomo Life Insurance fully exited Kimberly-Clark in Q2 2019, selling an estimated $661K.
  • Sumitomo Life Insurance's ten largest holdings make up 24% of its $847M portfolio in Q2 2019.
  • Sumitomo Life Insurance opened 14 new positions and closed 3 in Q2 2019.
  • Sumitomo Life Insurance's portfolio value rose 14% quarter-over-quarter to $847M.

Based on Sumitomo Life Insurance's 13F filing for Q2 2019, filed 26 Jul 2019.