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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
+21.1%
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
$1.87B
AUM Growth
+$460M
Cap. Flow
+$168M
Cap. Flow %
9.02%
Top 10 Hldgs %
69.43%
Holding
270
New
2
Increased
23
Reduced
234
Closed
9

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$221M
2
MU icon
Micron Technology
MU
+$906K
3
ROST icon
Ross Stores
ROST
+$885K
4
UPS icon
United Parcel Service
UPS
+$829K
5
TSLA icon
Tesla
TSLA
+$757K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$3.31M
2
MSFT icon
Microsoft
MSFT
+$3.16M
3
AMZN icon
Amazon
AMZN
+$2.58M
4
RTN
Raytheon Company
RTN
+$1.84M
5
JPM icon
JPMorgan Chase
JPM
+$1.69M

Sector Composition

Rank Sector Weight
1 Technology 10.2%
2 Healthcare 5.92%
3 Financials 5.13%
4 Consumer Discretionary 4.63%
5 Communication Services 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TRMB icon
176
Trimble
TRMB
$13.6B
$1.32M 0.07%
30,580
-2,205
-7% -$82.7K
CLX icon
177
Clorox
CLX
$12.8B
$1.32M 0.07%
6,008
-407
-6% -$81.3K
GE icon
178
GE Aerospace
GE
$389B
$1.32M 0.07%
38,683
-2,725
-7% -$91.9K
GM icon
179
General Motors
GM
$76.3B
$1.3M 0.07%
51,351
-3,625
-7% -$88.2K
EL icon
180
Estee Lauder
EL
$30.9B
$1.3M 0.07%
6,873
-547
-7% -$97.7K
WEC icon
181
WEC Energy
WEC
$35.2B
$1.28M 0.07%
14,642
-1,054
-7% -$95.1K
AME icon
182
Ametek
AME
$57.6B
$1.25M 0.07%
13,977
-1,008
-7% -$84.6K
EXC icon
183
Exelon
EXC
$46.7B
$1.24M 0.07%
47,800
-3,001
-6% -$79.7K
TT icon
184
Trane Technologies
TT
$105B
$1.24M 0.07%
13,895
-275
-2% -$23.9K
COO icon
185
Cooper Companies
COO
$14.3B
$1.22M 0.07%
17,208
-1,372
-7% -$102K
QLYS icon
186
Qualys
QLYS
$6.29B
$1.22M 0.07%
11,680
-926
-7% -$97K
MPC icon
187
Marathon Petroleum
MPC
$84B
$1.19M 0.06%
31,847
-5,549
-15% -$178K
TSN icon
188
Tyson Foods
TSN
$20.6B
$1.19M 0.06%
19,876
+10,408
+110% +$631K
APTV icon
189
Aptiv
APTV
$9.61B
$1.19M 0.06%
15,212
-1,216
-7% -$83.7K
COR icon
190
Cencora
COR
$62B
$1.18M 0.06%
11,745
-796
-6% -$73.3K
WMB icon
191
Williams Companies
WMB
$87.8B
$1.18M 0.06%
61,929
-3,908
-6% -$72.7K
WELL icon
192
Welltower
WELL
$170B
$1.18M 0.06%
22,720
-1,434
-6% -$70.5K
DTE icon
193
DTE Energy
DTE
$29.1B
$1.15M 0.06%
12,562
-837
-6% -$74.1K
WY icon
194
Weyerhaeuser
WY
$18.3B
$1.14M 0.06%
50,931
-3,668
-7% -$74.2K
LYB icon
195
LyondellBasell Industries
LYB
$19.8B
$1.14M 0.06%
17,362
-1,096
-6% -$65.2K
AVB icon
196
AvalonBay Communities
AVB
$26.6B
$1.13M 0.06%
7,283
-458
-6% -$72.5K
MET icon
197
MetLife
MET
$63.7B
$1.13M 0.06%
30,794
-1,998
-6% -$69.6K
SIVB
198
DELISTED
SVB Financial Group
SIVB
$1.08M 0.06%
5,016
-320
-6% -$61.6K
PRU icon
199
Prudential Financial
PRU
$41.9B
$1.08M 0.06%
17,670
– –
SJM icon
200
J.M. Smucker
SJM
$12.7B
$1.06M 0.06%
9,990
-606
-6% -$68.1K
6 7
8
9 10

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AI
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NCM
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DT
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IWM
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BG
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Sumitomo Life Insurance's Q2 2020 Portfolio in Review

As of Q2 2020, Sumitomo Life Insurance held 270 positions worth $1.87B, up 33% from $1.41B the previous quarter. Its ten largest holdings account for 69% of the portfolio.

Sumitomo Life Insurance deployed $168M of net new capital in Q2 2020, opening 2 new positions and adding to 23 existing holdings. Its largest new stake was Yum China: 6,500 shares worth $312K.

By sector, the portfolio is most concentrated in Technology at 10% of assets, down from 11% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Apple, an estimated $3.31M trimmed.

  • Sumitomo Life Insurance's largest Q2 2020 buy was Yum China: 6,500 shares worth $312K.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q2 2020, an estimated $221M increase.
  • Sumitomo Life Insurance's biggest Q2 2020 reduction was Apple, cutting an estimated $3.31M.
  • Sumitomo Life Insurance fully exited Raytheon Company in Q2 2020, selling an estimated $1.84M.
  • Sumitomo Life Insurance's ten largest holdings make up 69% of its $1.87B portfolio in Q2 2020.
  • Sumitomo Life Insurance opened 2 new positions and closed 9 in Q2 2020.
  • Sumitomo Life Insurance's portfolio value rose 33% quarter-over-quarter to $1.87B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2020, filed 22 Jul 2020.