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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
+9.18%
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
$2.15B
AUM Growth
+$284M
Cap. Flow
+$119M
Cap. Flow %
5.54%
Top 10 Hldgs %
70.4%
Holding
272
New
11
Increased
7
Reduced
240
Closed
6

Top Buys

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$65.1M
2
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$33.9M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$32.7M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$24.8M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$13M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$4.16M
2
AAPL icon
Apple
AAPL
+$3.2M
3
AMZN icon
Amazon
AMZN
+$2.63M
4
META icon
Meta Platforms (Facebook)
META
+$1.35M
5
MPC icon
Marathon Petroleum
MPC
+$1.19M

Sector Composition

Rank Sector Weight
1 Technology 9.26%
2 Healthcare 5.2%
3 Consumer Discretionary 4.42%
4 Financials 4.38%
5 Communication Services 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COP icon
176
ConocoPhillips
COP
$141B
$1.41M 0.07%
42,874
-1,806
-4% -$68.4K
DG icon
177
Dollar General
DG
$27.9B
$1.4M 0.07%
6,665
-421
-6% -$82.8K
TRMB icon
178
Trimble
TRMB
$13.9B
$1.39M 0.06%
28,462
-2,118
-7% -$101K
ALL icon
179
Allstate
ALL
$67.5B
$1.36M 0.06%
14,415
-749
-5% -$69.9K
MAR icon
180
Marriott International
MAR
$92.3B
$1.36M 0.06%
14,659
-927
-6% -$87.5K
WY icon
181
Weyerhaeuser
WY
$18.4B
$1.35M 0.06%
47,407
-3,524
-7% -$96.8K
TFC icon
182
Truist Financial
TFC
$64B
$1.35M 0.06%
35,442
-2,230
-6% -$84K
WEC icon
183
WEC Energy
WEC
$35.1B
$1.32M 0.06%
13,628
-1,014
-7% -$94.5K
APTV icon
184
Aptiv
APTV
$10.3B
$1.31M 0.06%
14,305
-907
-6% -$76.1K
KR icon
185
Kroger
KR
$34.8B
$1.31M 0.06%
38,541
-2,010
-5% -$69.4K
AME icon
186
Ametek
AME
$58.2B
$1.29M 0.06%
13,011
-966
-7% -$93.4K
BFAM icon
187
Bright Horizons
BFAM
$3.86B
$1.29M 0.06%
8,496
-318
-4% -$40K
INTU icon
188
Intuit
INTU
$89B
$1.27M 0.06%
+3,897
New +$1.22M
VMW
189
DELISTED
VMware, Inc
VMW
$1.23M 0.06%
8,552
-635
-7% -$90.2K
CLX icon
190
Clorox
CLX
$12.7B
$1.19M 0.06%
5,650
-358
-6% -$79.7K
TOL icon
191
Toll Brothers
TOL
$14.5B
$1.17M 0.05%
24,136
-1,893
-7% -$76.6K
WELL icon
192
Welltower
WELL
$171B
$1.17M 0.05%
21,147
-1,573
-7% -$86.4K
EDU icon
193
New Oriental
EDU
$8.98B
$1.15M 0.05%
7,700
+100
+1% +$14.4K
DTE icon
194
DTE Energy
DTE
$29.1B
$1.15M 0.05%
11,691
-871
-7% -$85.1K
LYB icon
195
LyondellBasell Industries
LYB
$19.2B
$1.14M 0.05%
16,160
-1,202
-7% -$83.1K
JLL icon
196
Jones Lang LaSalle
JLL
$16.7B
$1.14M 0.05%
11,898
-875
-7% -$88.1K
SIVB
197
DELISTED
SVB Financial Group
SIVB
$1.14M 0.05%
4,731
-285
-6% -$67K
EXC icon
198
Exelon
EXC
$47B
$1.14M 0.05%
44,504
-3,296
-7% -$87.4K
WMB icon
199
Williams Companies
WMB
$86.1B
$1.13M 0.05%
57,641
-4,288
-7% -$87.3K
GE icon
200
GE Aerospace
GE
$384B
$1.13M 0.05%
36,387
-2,296
-6% -$74.6K
6 7
8
9 10

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Sumitomo Life Insurance's Q3 2020 Portfolio in Review

As of Q3 2020, Sumitomo Life Insurance held 272 positions worth $2.15B, up 15% from $1.87B the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Sumitomo Life Insurance deployed $119M of net new capital in Q3 2020, opening 11 new positions and adding to 7 existing holdings. Its largest new stake was iShares TIPS Bond ETF: 517,928 shares worth $65.5M.

By sector, the portfolio is most concentrated in Technology at 9.3% of assets, down from 10% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was Microsoft, an estimated $4.16M trimmed.

  • Sumitomo Life Insurance's largest Q3 2020 buy was iShares TIPS Bond ETF: 517,928 shares worth $65.5M.
  • Sumitomo Life Insurance added most to Edwards Lifesciences in Q3 2020, an estimated $545K increase.
  • Sumitomo Life Insurance's biggest Q3 2020 reduction was Microsoft, cutting an estimated $4.16M.
  • Sumitomo Life Insurance fully exited Marathon Petroleum in Q3 2020, selling an estimated $1.19M.
  • Sumitomo Life Insurance's ten largest holdings make up 70% of its $2.15B portfolio in Q3 2020.
  • Sumitomo Life Insurance opened 11 new positions and closed 6 in Q3 2020.
  • Sumitomo Life Insurance's portfolio value rose 15% quarter-over-quarter to $2.15B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2020, filed 29 Oct 2020.