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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
-18.41%
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
$1.41B
AUM Growth
+$523M
Cap. Flow
+$829M
Cap. Flow %
58.98%
Top 10 Hldgs %
62.98%
Holding
273
New
9
Increased
181
Reduced
77
Closed
5

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$813M
2
NOW icon
ServiceNow
NOW
+$2.61M
3
UNP icon
Union Pacific
UNP
+$1.34M
4
DG icon
Dollar General
DG
+$1.18M
5
ROST icon
Ross Stores
ROST
+$1.07M

Top Sells

Rank Stock Value
1
DLTR icon
Dollar Tree
DLTR
+$1.42M
2
MS icon
Morgan Stanley
MS
+$1.35M
3
F icon
Ford
F
+$1.18M
4
CCL icon
Carnival Corporation Ltd
CCL
+$1.03M
5
RGA icon
Reinsurance Group of America
RGA
+$961K

Sector Composition

Rank Sector Weight
1 Technology 10.97%
2 Healthcare 7.5%
3 Financials 6.39%
4 Consumer Discretionary 5.02%
5 Communication Services 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$869B
$728M 51.81%
2,817,917
+2,652,917
+1,608% +$813M
AAPL icon
2
Apple
AAPL
$4.89T
$34.3M 2.44%
540,040
-4,336
-0.8% -$319K
MSFT icon
3
Microsoft
MSFT
$2.84T
$34.2M 2.44%
217,036
+3,580
+2% +$589K
AMZN icon
4
Amazon
AMZN
$2.5T
$24.3M 1.73%
249,460
+7,120
+3% +$689K
META icon
5
Meta Platforms (Facebook)
META
$1.51T
$13.1M 0.93%
78,497
+2,578
+3% +$505K
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.91T
$12.3M 0.88%
212,300
+8,040
+4% +$545K
V icon
7
Visa
V
$677B
$10.1M 0.72%
62,957
+2,103
+3% +$396K
GOOG icon
8
Alphabet (Google) Class C
GOOG
$3.9T
$9.87M 0.7%
169,820
+2,820
+2% +$191K
JNJ icon
9
Johnson & Johnson
JNJ
$635B
$9.65M 0.69%
73,566
+1,212
+2% +$172K
PG icon
10
Procter & Gamble
PG
$343B
$8.97M 0.64%
81,526
+3,513
+5% +$422K
UNH icon
11
UnitedHealth
UNH
$382B
$8.29M 0.59%
33,251
+1,323
+4% +$364K
JPM icon
12
JPMorgan Chase
JPM
$939B
$8.25M 0.59%
91,606
+1,511
+2% +$184K
INTC icon
13
Intel
INTC
$466B
$7.9M 0.56%
146,024
-8,011
-5% -$474K
HD icon
14
Home Depot
HD
$332B
$7.15M 0.51%
38,293
+1,439
+4% +$316K
ADBE icon
15
Adobe
ADBE
$89.5B
$7.09M 0.5%
22,265
+1,334
+6% +$456K
MA icon
16
Mastercard
MA
$477B
$7.01M 0.5%
29,002
+477
+2% +$142K
BAC icon
17
Bank of America
BAC
$435B
$6.41M 0.46%
302,122
-4,265
-1% -$128K
MRK icon
18
Merck
MRK
$324B
$6.34M 0.45%
86,380
+1,425
+2% +$112K
VZ icon
19
Verizon
VZ
$194B
$6.29M 0.45%
116,998
+1,600
+1% +$91.5K
CSCO icon
20
Cisco
CSCO
$450B
$6.01M 0.43%
152,835
+2,522
+2% +$111K
DIS icon
21
Walt Disney
DIS
$165B
$5.92M 0.42%
61,265
+2,995
+5% +$379K
NVDA icon
22
NVIDIA
NVDA
$5.01T
$5.88M 0.42%
892,240
+13,120
+1% +$82.8K
PFE icon
23
Pfizer
PFE
$140B
$5.56M 0.4%
179,495
+2,961
+2% +$101K
BRK.B icon
24
Berkshire Hathaway Class B
BRK.B
$1.07T
$5.55M 0.39%
30,357
+500
+2% +$106K
T icon
25
AT&T
T
$165B
$5.5M 0.39%
249,966
-9,747
-4% -$266K
1
2 3 4 5

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Sumitomo Life Insurance's Q1 2020 Portfolio in Review

As of Q1 2020, Sumitomo Life Insurance held 273 positions worth $1.41B, up 59% from $883M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Sumitomo Life Insurance deployed $829M of net new capital in Q1 2020, opening 9 new positions and adding to 181 existing holdings. Its largest new stake was ServiceNow: 41,770 shares worth $2.39M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 19% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Morgan Stanley, an estimated $1.35M trimmed.

  • Sumitomo Life Insurance's largest Q1 2020 buy was ServiceNow: 41,770 shares worth $2.39M.
  • Sumitomo Life Insurance added most to iShares Core S&P 500 ETF in Q1 2020, an estimated $813M increase.
  • Sumitomo Life Insurance's biggest Q1 2020 reduction was Morgan Stanley, cutting an estimated $1.35M.
  • Sumitomo Life Insurance fully exited Dollar Tree in Q1 2020, selling an estimated $1.42M.
  • Sumitomo Life Insurance's ten largest holdings make up 63% of its $1.41B portfolio in Q1 2020.
  • Sumitomo Life Insurance opened 9 new positions and closed 5 in Q1 2020.
  • Sumitomo Life Insurance's portfolio value rose 59% quarter-over-quarter to $1.41B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2020, filed 1 May 2020.