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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
TEAM icon
201
Atlassian
TEAM
$28B
$1.06M 0.06%
5,864
-161
-3% -$26.7K
NUE icon
202
Nucor
NUE
$61.9B
$1.05M 0.06%
25,420
-1,649
-6% -$66.6K
LW icon
203
Lamb Weston
LW
$7.16B
$1.04M 0.06%
16,295
-2,632
-14% -$159K
BFAM icon
204
Bright Horizons
BFAM
$3.89B
$1.03M 0.06%
8,814
-436
-5% -$49.8K
DFS
205
DELISTED
Discover Financial Services
DFS
$1.03M 0.06%
20,492
-813
-4% -$35.8K
OMC icon
206
Omnicom Group
OMC
$22.6B
$1.02M 0.05%
18,758
-1,216
-6% -$66.2K
ACGL icon
207
Arch Capital
ACGL
$33.9B
$1.02M 0.05%
35,704
-2,316
-6% -$64K
EDU icon
208
New Oriental
EDU
$9.04B
$990K 0.05%
7,600
+600
+9% +$73.1K
HSY icon
209
Hershey
HSY
$36.8B
$987K 0.05%
7,611
-460
-6% -$61.8K
STT icon
210
State Street
STT
$50.8B
$985K 0.05%
15,496
-1,076
-6% -$64.9K
EQR icon
211
Equity Residential
EQR
$25B
$961K 0.05%
16,339
-1,240
-7% -$76.8K
FDX icon
212
FedEx
FDX
$74.7B
$937K 0.05%
6,680
-406
-6% -$51.1K
NTAP icon
213
NetApp
NTAP
$37.6B
$933K 0.05%
21,038
-1,466
-7% -$63K
SYY icon
214
Sysco
SYY
$40.4B
$893K 0.05%
16,335
-790
-5% -$41.5K
MHK icon
215
Mohawk Industries
MHK
$8.97B
$892K 0.05%
8,770
-676
-7% -$59.5K
FRPT icon
216
Freshpet
FRPT
$3.28B
$890K 0.05%
10,643
-494
-4% -$37.2K
DOC icon
217
Healthpeak Properties
DOC
$14.5B
$879K 0.05%
31,880
-2,217
-7% -$56.6K
TOL icon
218
Toll Brothers
TOL
$14.1B
$848K 0.05%
26,029
-1,211
-4% -$33.1K
CE icon
219
Celanese
CE
$4.82B
$823K 0.04%
9,531
-732
-7% -$61K
KMI icon
220
Kinder Morgan
KMI
$69.7B
$813K 0.04%
53,587
-4,117
-7% -$62.6K
LVS icon
221
Las Vegas Sands
LVS
$29.9B
$792K 0.04%
17,400
-808
-4% -$38K
AIG icon
222
American International
AIG
$42.4B
$785K 0.04%
25,186
-1,164
-4% -$32.7K
IRM icon
223
Iron Mountain
IRM
$36.3B
$785K 0.04%
30,080
-2,061
-6% -$52K
SLB icon
224
SLB Ltd
SLB
$76.5B
$767K 0.04%
41,729
-1,968
-5% -$34.5K
LFUS icon
225
Littelfuse
LFUS
$11.7B
$758K 0.04%
4,443
-354
-7% -$53.7K
7 8
9
10 11

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AI
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NCM
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DT
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IWM
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CW
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BG
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IUHSA
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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.