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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
IVV icon
1
iShares Core S&P 500 ETF
IVV
$872B
$1.11B 59.3%
3,571,917
+754,000
+27% +$221M
AAPL icon
2
Apple
AAPL
$4.9T
$45.4M 2.43%
497,312
-42,728
-8% -$3.31M
MSFT icon
3
Microsoft
MSFT
$3.35T
$40.6M 2.18%
199,652
-17,384
-8% -$3.16M
AMZN icon
4
Amazon
AMZN
$2.53T
$31.5M 1.69%
228,100
-21,360
-9% -$2.58M
META icon
5
Meta Platforms (Facebook)
META
$1.37T
$16.6M 0.89%
72,983
-5,514
-7% -$1.15M
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.08T
$14M 0.75%
197,040
-15,260
-7% -$1.03M
V icon
7
Visa
V
$673B
$11.3M 0.6%
58,324
-4,633
-7% -$846K
GOOG icon
8
Alphabet (Google) Class C
GOOG
$4.08T
$11M 0.59%
156,220
-13,600
-8% -$918K
JNJ icon
9
Johnson & Johnson
JNJ
$617B
$9.52M 0.51%
67,674
-5,892
-8% -$859K
INTC icon
10
Intel
INTC
$460B
$9.34M 0.5%
156,032
+10,008
+7% +$598K
UNH icon
11
UnitedHealth
UNH
$383B
$9.08M 0.49%
30,788
-2,463
-7% -$706K
PG icon
12
Procter & Gamble
PG
$335B
$9.04M 0.48%
75,607
-5,919
-7% -$690K
ADBE icon
13
Adobe
ADBE
$98.5B
$9.01M 0.48%
20,698
-1,567
-7% -$581K
HD icon
14
Home Depot
HD
$332B
$8.9M 0.48%
35,540
-2,753
-7% -$630K
MA icon
15
Mastercard
MA
$510B
$7.89M 0.42%
26,681
-2,321
-8% -$654K
NVDA icon
16
NVIDIA
NVDA
$4.72T
$7.79M 0.42%
820,600
-71,640
-8% -$580K
PYPL icon
17
PayPal
PYPL
$49.3B
$7.37M 0.39%
42,281
-3,683
-8% -$509K
JPM icon
18
JPMorgan Chase
JPM
$933B
$6.94M 0.37%
73,785
-17,821
-19% -$1.69M
BAC icon
19
Bank of America
BAC
$433B
$6.63M 0.36%
279,330
-22,792
-8% -$539K
CSCO icon
20
Cisco
CSCO
$448B
$6.56M 0.35%
140,593
-12,242
-8% -$537K
DIS icon
21
Walt Disney
DIS
$167B
$6.34M 0.34%
56,887
-4,378
-7% -$483K
TMO icon
22
Thermo Fisher Scientific
TMO
$214B
$6.05M 0.32%
16,697
-1,007
-6% -$338K
ABBV icon
23
AbbVie
ABBV
$455B
$6.02M 0.32%
61,321
+2,062
+3% +$182K
LLY icon
24
Eli Lilly
LLY
$1.03T
$5.94M 0.32%
36,171
+4,134
+13% +$635K
MRK icon
25
Merck
MRK
$321B
$5.86M 0.31%
79,463
-6,917
-8% -$521K
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 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.