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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
+4.09%
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
$815M
AUM Growth
+$58.9M
Cap. Flow
+$34.9M
Cap. Flow %
4.28%
Top 10 Hldgs %
21.17%
Holding
260
New
5
Increased
231
Reduced
17
Closed
7

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$2.46M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.77M
3
VC icon
Visteon
VC
+$1.73M
4
MSFT icon
Microsoft
MSFT
+$1.49M
5
WFC icon
Wells Fargo
WFC
+$1.43M

Top Sells

Rank Stock Value
1
AZO icon
AutoZone
AZO
+$1.56M
2
MON
Monsanto Co
MON
+$1.54M
3
TWX
Time Warner Inc
TWX
+$1.48M
4
ULTA icon
Ulta Beauty
ULTA
+$1.48M
5
LOW icon
Lowe's Companies
LOW
+$1.33M

Sector Composition

Rank Sector Weight
1 Technology 18.05%
2 Financials 16.2%
3 Healthcare 13.75%
4 Consumer Discretionary 10.64%
5 Communication Services 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.89T
$31.8M 3.9%
687,568
+5,424
+0.8% +$246K
MSFT icon
2
Microsoft
MSFT
$2.84T
$24.3M 2.98%
246,229
+15,331
+7% +$1.49M
AMZN icon
3
Amazon
AMZN
$2.5T
$24.1M 2.96%
283,820
+10,260
+4% +$814K
META icon
4
Meta Platforms (Facebook)
META
$1.51T
$16.3M 2%
83,942
+2,182
+3% +$394K
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$3.91T
$15.1M 1.86%
268,220
+32,500
+14% +$1.77M
JPM icon
6
JPMorgan Chase
JPM
$939B
$14M 1.72%
134,399
+6,207
+5% +$681K
JNJ icon
7
Johnson & Johnson
JNJ
$635B
$12.5M 1.53%
103,009
+3,775
+4% +$471K
XOM icon
8
ExxonMobil
XOM
$651B
$11.9M 1.46%
143,905
+30,913
+27% +$2.46M
BAC icon
9
Bank of America
BAC
$435B
$11.8M 1.45%
418,614
+25,577
+7% +$763K
UNH icon
10
UnitedHealth
UNH
$382B
$10.7M 1.32%
43,790
+2,926
+7% +$703K
GOOG icon
11
Alphabet (Google) Class C
GOOG
$3.9T
$10.5M 1.29%
188,500
+7,380
+4% +$399K
INTC icon
12
Intel
INTC
$466B
$10.3M 1.26%
206,198
+13,380
+7% +$711K
CVX icon
13
Chevron
CVX
$388B
$9.64M 1.18%
76,225
+5,353
+8% +$664K
V icon
14
Visa
V
$677B
$9.14M 1.12%
69,044
+2,786
+4% +$359K
WFC icon
15
Wells Fargo
WFC
$261B
$8.6M 1.05%
155,035
+26,776
+21% +$1.43M
HD icon
16
Home Depot
HD
$332B
$8.11M 0.99%
41,551
+4,933
+13% +$921K
PFE icon
17
Pfizer
PFE
$140B
$7.37M 0.9%
214,048
+19,782
+10% +$676K
CSCO icon
18
Cisco
CSCO
$450B
$7.3M 0.9%
169,662
+6,847
+4% +$299K
MA icon
19
Mastercard
MA
$477B
$7.2M 0.88%
36,625
+1,479
+4% +$278K
KO icon
20
Coca-Cola
KO
$354B
$6.95M 0.85%
158,413
+9,816
+7% +$424K
T icon
21
AT&T
T
$165B
$6.72M 0.82%
277,169
+40,679
+17% +$1.02M
BA icon
22
Boeing
BA
$165B
$6.51M 0.8%
19,402
+783
+4% +$269K
DIS icon
23
Walt Disney
DIS
$165B
$6.48M 0.79%
61,821
+3,456
+6% +$353K
ADBE icon
24
Adobe
ADBE
$89.5B
$6.41M 0.79%
26,304
-373
-1% -$88.2K
BRK.B icon
25
Berkshire Hathaway Class B
BRK.B
$1.07T
$6.29M 0.77%
33,699
+1,323
+4% +$258K
1
2 3 4 5

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Sumitomo Life Insurance's Q2 2018 Portfolio in Review

As of Q2 2018, Sumitomo Life Insurance held 260 positions worth $815M, up 7.8% from $756M the previous quarter. Its ten largest holdings account for 21% of the portfolio.

Sumitomo Life Insurance deployed $34.9M of net new capital in Q2 2018, opening 5 new positions and adding to 231 existing holdings. Its largest new stake was Visteon: 13,843 shares worth $1.79M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 18% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Ulta Beauty, an estimated $1.48M trimmed.

  • Sumitomo Life Insurance's largest Q2 2018 buy was Visteon: 13,843 shares worth $1.79M.
  • Sumitomo Life Insurance added most to ExxonMobil in Q2 2018, an estimated $2.46M increase.
  • Sumitomo Life Insurance's biggest Q2 2018 reduction was Ulta Beauty, cutting an estimated $1.48M.
  • Sumitomo Life Insurance fully exited AutoZone in Q2 2018, selling an estimated $1.56M.
  • Sumitomo Life Insurance's ten largest holdings make up 21% of its $815M portfolio in Q2 2018.
  • Sumitomo Life Insurance opened 5 new positions and closed 7 in Q2 2018.
  • Sumitomo Life Insurance's portfolio value rose 7.8% quarter-over-quarter to $815M.

Based on Sumitomo Life Insurance's 13F filing for Q2 2018, filed 23 Jul 2018.