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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
+6.14%
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
$1.07B
AUM Growth
+$28.5M
Cap. Flow
-$22.7M
Cap. Flow %
-2.12%
Top 10 Hldgs %
17.07%
Holding
262
New
13
Increased
54
Reduced
189
Closed
6

Top Buys

Rank Stock Value
1
TMO icon
Thermo Fisher Scientific
TMO
+$4.93M
2
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$4.02M
3
ETN icon
Eaton
ETN
+$3.9M
4
TJX icon
TJX Companies
TJX
+$2.45M
5
WHR icon
Whirlpool
WHR
+$2.3M

Top Sells

Rank Stock Value
1
NWSA
NEWS CORPORATION CL-A
NWSA
+$4.3M
2
AGN
Allergan Inc
AGN
+$3.67M
3
STI
SunTrust Banks, Inc.
STI
+$2.72M
4
T icon
AT&T
T
+$2.18M
5
PCG icon
PG&E
PCG
+$1.9M

Sector Composition

Rank Sector Weight
1 Financials 15.29%
2 Healthcare 14.03%
3 Technology 13.21%
4 Energy 10.68%
5 Industrials 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RDC
226
DELISTED
Rowan Companies Plc
RDC
$1.54M 0.14%
42,000
-1,371
-3% -$49.3K
HP icon
227
Helmerich & Payne
HP
$3.43B
$1.51M 0.14%
21,904
-824
-4% -$54.4K
ADM icon
228
Archer Daniels Midland
ADM
$38.5B
$1.48M 0.14%
40,258
-1,336
-3% -$48.6K
AVGO icon
229
Broadcom
AVGO
$2.01T
$1.48M 0.14%
343,860
-9,460
-3% -$36.3K
PIR
230
DELISTED
Pier 1 Imports, Inc.
PIR
$1.48M 0.14%
3,791
+200
+6% +$90.5K
NE
231
DELISTED
Noble Corporation
NE
$1.48M 0.14%
44,727
-1,470
-3% -$50K
BF.B icon
232
Brown-Forman Class B
BF.B
$13B
$1.46M 0.14%
66,988
-29,803
-31% -$671K
NEM icon
233
Newmont
NEM
$103B
$1.45M 0.13%
51,436
-1,819
-3% -$53.9K
RHT
234
DELISTED
Red Hat Inc
RHT
$1.43M 0.13%
30,927
-1,215
-4% -$61.6K
RDY icon
235
Dr. Reddy's Laboratories
RDY
$10.1B
$1.39M 0.13%
184,500
-25,000
-12% -$182K
CHRD icon
236
Chord Energy
CHRD
$7.7B
$1.28M 0.12%
26,011
-1,719
-6% -$72.2K
KR icon
237
Kroger
KR
$35.6B
$1.27M 0.12%
62,770
-93,778
-60% -$1.8M
TDW icon
238
Tidewater
TDW
$4.19B
$1.24M 0.12%
647
-15
-2% -$27.9K
ALB icon
239
Albemarle
ALB
$14.3B
$1.2M 0.11%
19,086
-422
-2% -$26.6K
FTR
240
DELISTED
Frontier Communications Corp.
FTR
$1.19M 0.11%
19,074
-1,095
-5% -$71.2K
TTM
241
DELISTED
Tata Motors Limited
TTM
$1.19M 0.11%
44,650
-10,000
-18% -$246K
FOSL icon
242
Fossil Group
FOSL
$353M
$1.09M 0.1%
9,393
-578
-6% -$66.1K
TSCO icon
243
Tractor Supply
TSCO
$17.4B
$1.09M 0.1%
81,205
-81,325
-50% -$1M
PCG icon
244
PG&E
PCG
$38.6B
$1.08M 0.1%
26,482
-43,718
-62% -$1.9M
IBN icon
245
ICICI Bank
IBN
$109B
$1.05M 0.1%
189,090
-65,450
-26% -$384K
WY icon
246
Weyerhaeuser
WY
$18.5B
$1.05M 0.1%
+36,602
New +$1.04M
STZ icon
247
Constellation Brands
STZ
$22.4B
$1.04M 0.1%
18,117
-30,335
-63% -$1.65M
HDB icon
248
HDFC Bank
HDB
$122B
$1.03M 0.1%
133,920
-67,600
-34% -$556K
CIE
249
DELISTED
Cobalt International Energy, Inc
CIE
$976K 0.09%
2,617
-77
-3% -$31.2K
UPL
250
DELISTED
Ultra Petroleum Corp. Common Stock
UPL
$937K 0.09%
45,534
-3,022
-6% -$63.6K
7 8 9
10
11

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Sumitomo Life Insurance's Q3 2013 Portfolio in Review

As of Q3 2013, Sumitomo Life Insurance held 262 positions worth $1.07B, up 2.7% from $1.04B the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Sumitomo Life Insurance's Q3 2013 filing shows 13 new, 54 increased, 189 reduced and 6 closed positions. Its largest new stake was Thermo Fisher Scientific: 54,564 shares worth $5.03M. The largest sale was NEWS CORPORATION CL-A, an estimated $4.3M.

By sector, the portfolio is most concentrated in Financials at 15% of assets, down from 16% a quarter earlier, followed by Healthcare and Technology.

  • Sumitomo Life Insurance's largest Q3 2013 buy was Thermo Fisher Scientific: 54,564 shares worth $5.03M.
  • Sumitomo Life Insurance added most to AbbVie in Q3 2013, an estimated $1.61M increase.
  • Sumitomo Life Insurance's biggest Q3 2013 reduction was AT&T, cutting an estimated $2.18M.
  • Sumitomo Life Insurance fully exited NEWS CORPORATION CL-A in Q3 2013, selling an estimated $4.3M.
  • Sumitomo Life Insurance's ten largest holdings make up 17% of its $1.07B portfolio in Q3 2013.
  • Sumitomo Life Insurance opened 13 new positions and closed 6 in Q3 2013.
  • Sumitomo Life Insurance's portfolio value rose 2.7% quarter-over-quarter to $1.07B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2013, filed 13 Nov 2013.