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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 %
100.32%
Top 10 Hldgs %
17.56%
Holding
249
New
249
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$27.9M
2
XOM icon
ExxonMobil
XOM
+$26.8M
3
MSFT icon
Microsoft
MSFT
+$17.8M
4
GE icon
GE Aerospace
GE
+$17.4M
5
CVX icon
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
XOM icon
1
ExxonMobil
XOM
$651B
$26.9M 2.58%
+298,064
New +$26.8M
AAPL icon
2
Apple
AAPL
$4.9T
$25.6M 2.45%
+1,810,424
New +$27.9M
MSFT icon
3
Microsoft
MSFT
$3.35T
$18.8M 1.8%
+543,135
New +$17.8M
GE icon
4
GE Aerospace
GE
$368B
$17.4M 1.67%
+156,776
New +$17.4M
CVX icon
5
Chevron
CVX
$383B
$16.8M 1.61%
+141,990
New +$17.2M
JNJ icon
6
Johnson & Johnson
JNJ
$617B
$16.3M 1.56%
+190,286
New +$16.1M
GOOG icon
7
Alphabet (Google) Class C
GOOG
$4.08T
$16.1M 1.54%
+733,499
New +$15.5M
T icon
8
AT&T
T
$159B
$15.4M 1.48%
+576,680
New +$16M
PFE icon
9
Pfizer
PFE
$142B
$15.2M 1.46%
+573,673
New +$15.9M
PG icon
10
Procter & Gamble
PG
$335B
$14.8M 1.41%
+191,761
New +$15M
WFC icon
11
Wells Fargo
WFC
$258B
$14.5M 1.38%
+350,418
New +$13.7M
IBM icon
12
IBM
IBM
$209B
$14.2M 1.36%
+77,860
New +$15.2M
JPM icon
13
JPMorgan Chase
JPM
$933B
$13.1M 1.25%
+247,250
New +$12.6M
KO icon
14
Coca-Cola
KO
$381B
$11.6M 1.11%
+288,492
New +$11.9M
MRK icon
15
Merck
MRK
$321B
$10.5M 1.01%
+237,280
New +$10.6M
C icon
16
Citigroup
C
$222B
$10.4M 1%
+217,663
New +$10.5M
VZ icon
17
Verizon
VZ
$193B
$10.2M 0.97%
+202,095
New +$10.3M
PM icon
18
Philip Morris
PM
$299B
$10.2M 0.97%
+117,411
New +$10.9M
CSCO icon
19
Cisco
CSCO
$448B
$9.85M 0.94%
+405,187
New +$9.12M
BAC icon
20
Bank of America
BAC
$433B
$9.59M 0.92%
+745,861
New +$9.51M
WMT icon
21
Walmart Inc
WMT
$884B
$9.07M 0.87%
+365,175
New +$9.36M
HD icon
22
Home Depot
HD
$332B
$9.01M 0.86%
+116,361
New +$8.74M
QCOM icon
23
Qualcomm
QCOM
$160B
$8.94M 0.86%
+146,408
New +$9.34M
V icon
24
Visa
V
$673B
$8.81M 0.84%
+192,832
New +$8.44M
INTC icon
25
Intel
INTC
$460B
$8.55M 0.82%
+353,142
New +$8.34M
1
2 3 4 5

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AI
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NCM
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DT
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AC
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IWM
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CW
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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.