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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
+3.2%
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
$767M
AUM Growth
+$59.2M
Cap. Flow
+$40.4M
Cap. Flow %
5.27%
Top 10 Hldgs %
18.54%
Holding
297
New
12
Increased
222
Reduced
27
Closed
36

Top Buys

Rank Stock Value
1
INTC icon
Intel
INTC
+$2.72M
2
VMW
VMware, Inc
VMW
+$2.47M
3
PE
PARSLEY ENERGY INC
PE
+$2.29M
4
BC icon
Brunswick
BC
+$2.28M
5
ADI icon
Analog Devices
ADI
+$2.11M

Top Sells

Rank Stock Value
1
BCR
CR Bard Inc.
BCR
+$2.47M
2
MU icon
Micron Technology
MU
+$2.29M
3
BNY
Bank of New York Mellon
BNY
+$1.91M
4
NDAQ icon
Nasdaq
NDAQ
+$1.86M
5
TEL icon
TE Connectivity
TEL
+$1.86M

Sector Composition

Rank Sector Weight
1 Financials 16.08%
2 Technology 15.57%
3 Healthcare 14.22%
4 Communication Services 10.55%
5 Consumer Discretionary 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CLX icon
226
Clorox
CLX
$11.7B
$1.02M 0.13%
7,671
+323
+4% +$43.6K
JNPR
227
DELISTED
Juniper Networks
JNPR
$1.01M 0.13%
36,084
+1,521
+4% +$44.2K
NBL
228
DELISTED
Noble Energy, Inc.
NBL
$1M 0.13%
35,414
+1,492
+4% +$46.5K
VLO icon
229
Valero Energy
VLO
$92.6B
$1M 0.13%
14,820
+624
+4% +$40.5K
FLR icon
230
Fluor
FLR
$6.99B
$960K 0.13%
20,980
+884
+4% +$42.3K
PPG icon
231
PPG Industries
PPG
$24.9B
$955K 0.12%
8,684
+365
+4% +$39.5K
IP icon
232
International Paper
IP
$22.8B
$954K 0.12%
17,800
+750
+4% +$37.9K
COF icon
233
Capital One
COF
$129B
$953K 0.12%
11,534
+491
+4% +$39.9K
WELL icon
234
Welltower
WELL
$170B
$929K 0.12%
12,414
+523
+4% +$38.2K
ZBH icon
235
Zimmer Biomet
ZBH
$18.4B
$896K 0.12%
7,190
+302
+4% +$35.8K
HPE icon
236
Hewlett Packard
HPE
$62.4B
$893K 0.12%
69,392
-19,330
-22% -$269K
MRO
237
DELISTED
Marathon Oil Corporation
MRO
$886K 0.12%
74,802
+3,152
+4% +$44.1K
TGT icon
238
Target
TGT
$65.6B
$867K 0.11%
16,577
+699
+4% +$38.2K
TRMB icon
239
Trimble
TRMB
$13.3B
$845K 0.11%
23,685
+1,004
+4% +$34.8K
TDG icon
240
TransDigm Group
TDG
$69.9B
$829K 0.11%
3,082
+130
+4% +$33K
HP icon
241
Helmerich & Payne
HP
$3.37B
$812K 0.11%
14,943
+630
+4% +$36.9K
ENB icon
242
Enbridge
ENB
$121B
$779K 0.1%
19,578
-142
-0.7% -$5.72K
GIS icon
243
General Mills
GIS
$19.4B
$771K 0.1%
13,916
+591
+4% +$33.7K
LUV icon
244
Southwest Airlines
LUV
$22.3B
$771K 0.1%
12,413
+9,135
+279% +$532K
APC
245
DELISTED
Anadarko Petroleum
APC
$763K 0.1%
16,837
+709
+4% +$37.6K
BHI
246
DELISTED
Baker Hughes
BHI
$736K 0.1%
13,499
+380
+3% +$21.8K
TSN icon
247
Tyson Foods
TSN
$21.4B
$714K 0.09%
11,407
+480
+4% +$29.4K
ARMK icon
248
Aramark
ARMK
$15.1B
$670K 0.09%
+22,631
New +$620K
IBN icon
249
ICICI Bank
IBN
$109B
$663K 0.09%
73,900
-1,560
-2% -$13.2K
AMG icon
250
Affiliated Managers Group
AMG
$9.65B
$622K 0.08%
3,752
+159
+4% +$25.4K
8 9
10
11 12

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AI
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Sumitomo Life Insurance's Q2 2017 Portfolio in Review

As of Q2 2017, Sumitomo Life Insurance held 297 positions worth $767M, up 8.4% from $707M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Sumitomo Life Insurance deployed $40.4M of net new capital in Q2 2017, opening 12 new positions and adding to 222 existing holdings. Its largest new stake was VMware, Inc: 26,768 shares worth $2.34M.

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

On the sell side, the largest reduction was Micron Technology, an estimated $2.29M trimmed.

  • Sumitomo Life Insurance's largest Q2 2017 buy was VMware, Inc: 26,768 shares worth $2.34M.
  • Sumitomo Life Insurance added most to Intel in Q2 2017, an estimated $2.72M increase.
  • Sumitomo Life Insurance's biggest Q2 2017 reduction was Micron Technology, cutting an estimated $2.29M.
  • Sumitomo Life Insurance fully exited CR Bard Inc. in Q2 2017, selling an estimated $2.47M.
  • Sumitomo Life Insurance's ten largest holdings make up 19% of its $767M portfolio in Q2 2017.
  • Sumitomo Life Insurance opened 12 new positions and closed 36 in Q2 2017.
  • Sumitomo Life Insurance's portfolio value rose 8.4% quarter-over-quarter to $767M.

Based on Sumitomo Life Insurance's 13F filing for Q2 2017, filed 27 Jul 2017.