We are live on ! Find out more
SLI

Sumitomo Life Insurance Portfolio holdings

AUM $6.12B
1-Year Est. Return 21.82%
This Fund
S&P 500
This Quarter Est. Return
+4.8%
1 Year Est. Return
+21.82%
3 Year Est. Return
+69.65%
5 Year Est. Return
+75.1%
10 Year Est. Return
+333.11%
AUM
$701M
AUM Growth
+$27.4M
Cap. Flow
+$6.29M
Cap. Flow %
0.9%
Top 10 Hldgs %
18.26%
Holding
299
New
8
Increased
221
Reduced
49
Closed
21

Top Buys

Rank Stock Value
1
WDC icon
Western Digital
WDC
+$1.65M
2
TER icon
Teradyne
TER
+$1.58M
3
CDNS icon
Cadence Design Systems
CDNS
+$1.36M
4
PTC icon
PTC
PTC
+$1.28M
5
IBM icon
IBM
IBM
+$1.25M

Top Sells

Rank Stock Value
1
CTSH icon
Cognizant
CTSH
+$2.05M
2
AGN
Allergan plc
AGN
+$1.85M
3
KMB icon
Kimberly-Clark
KMB
+$1.68M
4
BLOX
Infoblox Inc
BLOX
+$1.58M
5
CAH icon
Cardinal Health
CAH
+$1.4M

Sector Composition

Rank Sector Weight
1 Financials 16.82%
2 Technology 15.1%
3 Healthcare 13.99%
4 Communication Services 10.78%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
O icon
226
Realty Income
O
$55.6B
$935K 0.13%
16,783
+373
+2% +$20.9K
IP icon
227
International Paper
IP
$18B
$910K 0.13%
18,108
+403
+2% +$18.6K
BHI
228
DELISTED
Baker Hughes
BHI
$905K 0.13%
13,935
+399
+3% +$23.7K
CCI icon
229
Crown Castle
CCI
$31.2B
$876K 0.12%
10,099
+224
+2% +$19.6K
MNST icon
230
Monster Beverage
MNST
$87.4B
$876K 0.12%
79,000
+1,084
+1% +$12.4K
PCG icon
231
PG&E
PCG
$29B
$853K 0.12%
14,029
+312
+2% +$18.7K
KLAC icon
232
KLA
KLAC
$220B
$846K 0.12%
107,520
+4,480
+4% +$34.2K
WELL icon
233
Welltower
WELL
$168B
$845K 0.12%
12,629
+281
+2% +$18.6K
BF.B icon
234
Brown-Forman Class B
BF.B
$12B
$837K 0.12%
29,106
-1,525
-5% -$44.6K
PPG icon
235
PPG Industries
PPG
$23.3B
$837K 0.12%
8,835
-4,772
-35% -$455K
SJM icon
236
J.M. Smucker
SJM
$13B
$829K 0.12%
6,474
+145
+2% +$18.8K
VTR icon
237
Ventas
VTR
$45.4B
$820K 0.12%
13,122
+291
+2% +$18.4K
CTAS icon
238
Cintas
CTAS
$79.6B
$818K 0.12%
28,312
-25,268
-47% -$709K
BALL icon
239
Ball Corp
BALL
$16.1B
$807K 0.12%
21,510
+480
+2% +$18.6K
YUM icon
240
Yum! Brands
YUM
$38.4B
$782K 0.11%
12,343
-81
-0.7% -$5.09K
GWW icon
241
W.W. Grainger
GWW
$59.8B
$775K 0.11%
3,339
-3,184
-49% -$710K
ZBH icon
242
Zimmer Biomet
ZBH
$18.8B
$733K 0.1%
7,315
-4,756
-39% -$510K
SRE icon
243
Sempra
SRE
$53.1B
$730K 0.1%
14,514
+416
+3% +$21.2K
DVN icon
244
Devon Energy
DVN
$56.5B
$719K 0.1%
15,735
+448
+3% +$19.8K
TSN icon
245
Tyson Foods
TSN
$18.5B
$716K 0.1%
11,605
-16,261
-58% -$1.07M
HCA icon
246
HCA Healthcare
HCA
$91.8B
$715K 0.1%
9,659
+276
+3% +$20.7K
SPLK
247
DELISTED
Splunk Inc
SPLK
$695K 0.1%
13,596
-4,823
-26% -$278K
TSLA icon
248
Tesla
TSLA
$1.41T
$649K 0.09%
45,555
+1,290
+3% +$17K
AWK icon
249
American Water Works
AWK
$27.4B
$639K 0.09%
8,836
+252
+3% +$18.2K
LUV icon
250
Southwest Airlines
LUV
$19.2B
$637K 0.09%
12,778
+359
+3% +$16.1K
8 9
10
11 12

Similar funds

MF
Milford Funds Auckland $6.14B AUM
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Sumitomo Life Insurance's Q4 2016 Portfolio in Review

As of Q4 2016, Sumitomo Life Insurance held 299 positions worth $701M, up 4.1% from $674M the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Sumitomo Life Insurance's Q4 2016 filing shows 8 new, 221 increased, 49 reduced and 21 closed positions. Its largest new stake was Teradyne: 66,681 shares worth $1.69M. The largest sale was Cognizant, an estimated $2.05M.

By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 15% a quarter earlier, followed by Technology and Healthcare.

  • Sumitomo Life Insurance's largest Q4 2016 buy was Teradyne: 66,681 shares worth $1.69M.
  • Sumitomo Life Insurance added most to Western Digital in Q4 2016, an estimated $1.65M increase.
  • Sumitomo Life Insurance's biggest Q4 2016 reduction was Allergan plc, cutting an estimated $1.85M.
  • Sumitomo Life Insurance fully exited Cognizant in Q4 2016, selling an estimated $2.05M.
  • Sumitomo Life Insurance's ten largest holdings make up 18% of its $701M portfolio in Q4 2016.
  • Sumitomo Life Insurance opened 8 new positions and closed 21 in Q4 2016.
  • Sumitomo Life Insurance's portfolio value rose 4.1% quarter-over-quarter to $701M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2016, filed 27 Jan 2017.