SUMITOMO LIFE INSURANCE CO
Q2 2020 13F-HR Holdings
Net value change ($000)
+460,199
(32.7%)
New positions
4
Sold out positions
11
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q1 2020
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| IVV | 378,037 | 51.9% |
| AAPL | 11,023 | 32.1% |
| AMZN | 7,145 | 29.4% |
| MSFT | 6,402 | 18.7% |
| RTX | 3,888 | NEW |
| META | 3,479 | 26.6% |
| PYPL | 2,966 | 67.4% |
| TSLA | 2,402 | 182.8% |
| ADBE | 1,924 | 27.2% |
| NVDA | 1,914 | 32.6% |
Top Reduces (Value $000, Stocks/ETFs)
| RTX | -3,119 | -100.0% |
| RAYTHEON CO/ | -1,838 | -100.0% |
| Allergan plc | -1,445 | -100.0% |
| JPM | -1,307 | -15.8% |
| AON | -1,246 | -100.0% |
| PM | -991 | -31.6% |
| LMT | -921 | -27.4% |
| MMM | -842 | -29.9% |
| VZ | -827 | -13.2% |
| VMC | -756 | -53.7% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|