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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 | |
|---|---|---|---|---|---|---|
176
Ball Corp
BALL
$17.3B
| $2.3M | 0.22% |
+110,798
| New | +$2.49M |
|
177
Valero Energy
VLO
$92.9B
| $2.28M | 0.22% |
+65,693
| New | +$2.5M |
|
|
XLNX
178
DELISTED
Xilinx Inc
XLNX
| $2.28M | 0.22% |
+57,487
| New | +$2.21M |
|
|
SNDK
179
DELISTED
SANDISK CORP
SNDK
| $2.26M | 0.22% |
+36,927
| New | +$2.11M |
|
|
DELL
180
DELISTED
DELL INC
DELL
| $2.26M | 0.22% |
+168,963
| New | +$2.29M |
|
181
KLA
KLAC
$239B
| $2.25M | 0.22% |
+403,840
| New | +$2.2M |
|
182
Teva Pharmaceuticals
TEVA
$40.8B
| $2.25M | 0.22% |
+57,378
| New | +$2.23M |
|
183
Equity Residential
EQR
$24.9B
| $2.24M | 0.21% |
+38,531
| New | +$2.21M |
|
184
Salesforce
CRM
$151B
| $2.2M | 0.21% |
+57,636
| New | +$2.38M |
|
|
FITB
185
Fifth Third Bancorp
FITB
$51.2B
| $2.2M | 0.21% |
+121,729
| New | +$2.12M |
|
186
General Motors
GM
$80.4B
| $2.18M | 0.21% |
+65,546
| New | +$2.08M |
|
187
Sysco
SYY
$40.8B
| $2.18M | 0.21% |
+63,863
| New | +$2.2M |
|
188
Tapestry
TPR
$30.8B
| $2.17M | 0.21% |
+37,973
| New | +$2.14M |
|
189
AGCO
AGCO
$7.4B
| $2.16M | 0.21% |
+43,075
| New | +$2.28M |
|
|
NBL
190
DELISTED
Noble Energy, Inc.
NBL
| $2.15M | 0.21% |
+35,893
| New | +$2.08M |
|
191
Cardinal Health
CAH
$53.9B
| $2.15M | 0.21% |
+45,634
| New | +$2.08M |
|
|
WBA
192
DELISTED
Walgreens Boots Alliance
WBA
| $2.1M | 0.2% |
+47,525
| New | +$2.31M |
|
193
Brown-Forman Class B
BF.B
$13.2B
| $2.09M | 0.2% |
+96,791
| New | +$2.18M |
|
194
Waste Management
WM
$90.6B
| $2.09M | 0.2% |
+51,834
| New | +$2.09M |
|
195
Edgewell Personal Care
EPC
$1.25B
| $2.08M | 0.2% |
+27,989
| New | +$2.04M |
|
|
K
196
DELISTED
Kellanova
K
| $2.06M | 0.2% |
+34,231
| New | +$2.06M |
|
197
Freeport-McMoran
FCX
$90B
| $2.05M | 0.2% |
+74,120
| New | +$2.26M |
|
198
Corning
GLW
$119B
| $2.04M | 0.2% |
+143,540
| New | +$2.09M |
|
|
WLL
199
DELISTED
Whiting Petroleum Corporation
WLL
| $2.03M | 0.19% |
+147
| New | +$2.05M |
|
200
Portland General Electric
POR
$5.71B
| $2.01M | 0.19% |
+65,651
| New | +$2.04M |
|
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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.