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
-18.41%
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
$1.41B
AUM Growth
+$523M
Cap. Flow
+$829M
Cap. Flow %
58.98%
Top 10 Hldgs %
62.98%
Holding
273
New
9
Increased
181
Reduced
77
Closed
5

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$813M
2
NOW icon
ServiceNow
NOW
+$2.61M
3
UNP icon
Union Pacific
UNP
+$1.34M
4
DG icon
Dollar General
DG
+$1.18M
5
ROST icon
Ross Stores
ROST
+$1.07M

Top Sells

Rank Stock Value
1
DLTR icon
Dollar Tree
DLTR
+$1.42M
2
MS icon
Morgan Stanley
MS
+$1.35M
3
F icon
Ford
F
+$1.18M
4
CCL icon
Carnival Corporation Ltd
CCL
+$1.03M
5
RGA icon
Reinsurance Group of America
RGA
+$961K

Sector Composition

Rank Sector Weight
1 Technology 10.97%
2 Healthcare 7.5%
3 Financials 6.39%
4 Consumer Discretionary 5.02%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GM icon
176
General Motors
GM
$76.8B
$1.14M 0.08%
54,976
+741
+1% +$22.6K
AVB icon
177
AvalonBay Communities
AVB
$26.8B
$1.14M 0.08%
7,741
+75
+1% +$15.1K
CLX icon
178
Clorox
CLX
$12.7B
$1.11M 0.08%
6,415
-60
-0.9% -$9.91K
COR icon
179
Cencora
COR
$61.2B
$1.11M 0.08%
12,541
-119
-0.9% -$10.5K
WELL icon
180
Welltower
WELL
$171B
$1.11M 0.08%
24,154
+325
+1% +$24K
OMC icon
181
Omnicom Group
OMC
$23.4B
$1.1M 0.08%
19,974
+194
+1% +$13.8K
QLYS icon
182
Qualys
QLYS
$6.35B
$1.1M 0.08%
12,606
-19
-0.2% -$1.59K
EQR icon
183
Equity Residential
EQR
$25.1B
$1.08M 0.08%
17,579
+170
+1% +$13.1K
DTE icon
184
DTE Energy
DTE
$29.1B
$1.08M 0.08%
13,399
+65
+0.5% +$6.6K
ACGL icon
185
Arch Capital
ACGL
$33.6B
$1.08M 0.08%
38,020
+370
+1% +$15K
LW icon
186
Lamb Weston
LW
$7.19B
$1.08M 0.08%
18,927
+553
+3% +$45.5K
AME icon
187
Ametek
AME
$58.2B
$1.08M 0.08%
14,985
+146
+1% +$13.2K
HSY icon
188
Hershey
HSY
$36.6B
$1.07M 0.08%
8,071
-63
-0.8% -$9.29K
TRMB icon
189
Trimble
TRMB
$13.9B
$1.04M 0.07%
32,785
-60
-0.2% -$2.35K
CTAS icon
190
Cintas
CTAS
$81.3B
$1.03M 0.07%
23,788
+216
+0.9% +$14.1K
MET icon
191
MetLife
MET
$62.1B
$1M 0.07%
32,792
+319
+1% +$14.1K
NUE icon
192
Nucor
NUE
$62.1B
$975K 0.07%
27,069
+265
+1% +$11.8K
SRE icon
193
Sempra
SRE
$54.8B
$968K 0.07%
17,130
-38
-0.2% -$2.7K
BFAM icon
194
Bright Horizons
BFAM
$3.86B
$944K 0.07%
9,250
+432
+5% +$63.5K
NTAP icon
195
NetApp
NTAP
$37.2B
$938K 0.07%
22,504
-14
-0.1% -$724
WMB icon
196
Williams Companies
WMB
$86.1B
$932K 0.07%
65,837
+646
+1% +$12.5K
WY icon
197
Weyerhaeuser
WY
$18.4B
$925K 0.07%
54,599
+530
+1% +$13.9K
PRU icon
198
Prudential Financial
PRU
$41.8B
$921K 0.07%
17,670
– –
LYB icon
199
LyondellBasell Industries
LYB
$19.2B
$916K 0.07%
18,458
+248
+1% +$18.2K
MPC icon
200
Marathon Petroleum
MPC
$83.7B
$883K 0.06%
37,396
-663
-2% -$30.5K
6 7
8
9 10

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
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
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Sumitomo Life Insurance's Q1 2020 Portfolio in Review

As of Q1 2020, Sumitomo Life Insurance held 273 positions worth $1.41B, up 59% from $883M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Sumitomo Life Insurance deployed $829M of net new capital in Q1 2020, opening 9 new positions and adding to 181 existing holdings. Its largest new stake was ServiceNow: 41,770 shares worth $2.39M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 19% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Morgan Stanley, an estimated $1.35M trimmed.

  • Sumitomo Life Insurance's largest Q1 2020 buy was ServiceNow: 41,770 shares worth $2.39M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q1 2020, an estimated $813M increase.
  • Sumitomo Life Insurance's biggest Q1 2020 reduction was Morgan Stanley, cutting an estimated $1.35M.
  • Sumitomo Life Insurance fully exited Dollar Tree in Q1 2020, selling an estimated $1.42M.
  • Sumitomo Life Insurance's ten largest holdings make up 63% of its $1.41B portfolio in Q1 2020.
  • Sumitomo Life Insurance opened 9 new positions and closed 5 in Q1 2020.
  • Sumitomo Life Insurance's portfolio value rose 59% quarter-over-quarter to $1.41B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2020, filed 1 May 2020.