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SLI

Sumitomo Life Insurance Portfolio holdings

AUM $6.12B
1-Year Est. Return 21.82%
This Fund
S&P 500
This Quarter Est. Return
+4.92%
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
$785M
AUM Growth
+$18.4M
Cap. Flow
-$14M
Cap. Flow %
-1.79%
Top 10 Hldgs %
18.69%
Holding
270
New
9
Increased
24
Reduced
225
Closed
12

Top Buys

Rank Stock Value
1
TFC icon
Truist Financial
TFC
+$3.46M
2
KO icon
Coca-Cola
KO
+$2.34M
3
SNPS icon
Synopsys
SNPS
+$2.34M
4
DD icon
DuPont de Nemours
DD
+$1.5M
5
EL icon
Estee Lauder
EL
+$1.49M

Top Sells

Rank Stock Value
1
TWX
Time Warner Inc
TWX
+$2.46M
2
JCI icon
Johnson Controls International
JCI
+$2.03M
3
NOC icon
Northrop Grumman
NOC
+$1.85M
4
RAI
Reynolds American Inc
RAI
+$1.82M
5
AXP icon
American Express
AXP
+$1.63M

Sector Composition

Rank Sector Weight
1 Financials 16.75%
2 Technology 16.6%
3 Healthcare 14.27%
4 Communication Services 10.39%
5 Consumer Discretionary 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CLX icon
226
Clorox
CLX
$10.5B
$994K 0.13%
7,536
-135
-2% -$18.1K
JNPR
227
DELISTED
Juniper Networks
JNPR
$986K 0.13%
35,443
-641
-2% -$17.9K
NBL
228
DELISTED
Noble Energy, Inc.
NBL
$986K 0.13%
34,781
-633
-2% -$16.7K
TGT icon
229
Target
TGT
$70.1B
$961K 0.12%
16,283
-294
-2% -$16.5K
COF icon
230
Capital One
COF
$127B
$959K 0.12%
11,326
-208
-2% -$17.1K
MCK icon
231
McKesson
MCK
$105B
$949K 0.12%
6,180
+2,901
+88% +$453K
IP icon
232
International Paper
IP
$18B
$941K 0.12%
17,484
-316
-2% -$16.6K
PPG icon
233
PPG Industries
PPG
$23.3B
$927K 0.12%
8,529
-155
-2% -$16.5K
NWL icon
234
Newell Brands
NWL
$2.4B
$890K 0.11%
+20,851
New +$1.02M
FLR icon
235
Fluor
FLR
$7.23B
$868K 0.11%
20,616
-364
-2% -$15.1K
TWX
236
DELISTED
Time Warner Inc
TWX
$863K 0.11%
8,425
-24,236
-74% -$2.46M
WELL icon
237
Welltower
WELL
$168B
$857K 0.11%
12,201
-213
-2% -$15.5K
APC
238
DELISTED
Anadarko Petroleum
APC
$811K 0.1%
16,603
-234
-1% -$10.3K
TSN icon
239
Tyson Foods
TSN
$18.5B
$792K 0.1%
11,249
-158
-1% -$10.1K
DE icon
240
Deere & Co
DE
$184B
$774K 0.1%
+6,161
New +$760K
TDG icon
241
TransDigm Group
TDG
$60B
$774K 0.1%
3,027
-55
-2% -$14.9K
HP icon
242
Helmerich & Payne
HP
$4.34B
$768K 0.1%
14,736
-207
-1% -$10.2K
IBN icon
243
ICICI Bank
IBN
$102B
$753K 0.1%
87,990
+14,090
+19% +$129K
KMB icon
244
Kimberly-Clark
KMB
$32.8B
$723K 0.09%
+6,142
New +$750K
GIS icon
245
General Mills
GIS
$19.6B
$708K 0.09%
13,675
-241
-2% -$13.2K
AMG icon
246
Affiliated Managers Group
AMG
$9B
$702K 0.09%
3,699
-53
-1% -$9.43K
LUV icon
247
Southwest Airlines
LUV
$19.2B
$685K 0.09%
12,241
-172
-1% -$9.65K
ARMK icon
248
Aramark
ARMK
$15.4B
$654K 0.08%
22,314
-317
-1% -$9.2K
IPG
249
DELISTED
Interpublic Group of Companies
IPG
$640K 0.08%
30,808
-30,644
-50% -$667K
DVN icon
250
Devon Energy
DVN
$56.5B
$554K 0.07%
15,101
-314
-2% -$10.2K
7 8 9
10
11

Similar funds

MF
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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 Q3 2017 Portfolio in Review

As of Q3 2017, Sumitomo Life Insurance held 270 positions worth $785M, up 2.4% from $767M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Sumitomo Life Insurance's Q3 2017 filing shows 9 new, 24 increased, 225 reduced and 12 closed positions. Its largest new stake was Truist Financial: 75,196 shares worth $3.53M. The largest sale was Time Warner Inc, an estimated $2.46M.

By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 16% a quarter earlier, followed by Technology and Healthcare.

  • Sumitomo Life Insurance's largest Q3 2017 buy was Truist Financial: 75,196 shares worth $3.53M.
  • Sumitomo Life Insurance added most to Coca-Cola in Q3 2017, an estimated $2.34M increase.
  • Sumitomo Life Insurance's biggest Q3 2017 reduction was Time Warner Inc, cutting an estimated $2.46M.
  • Sumitomo Life Insurance fully exited Johnson Controls International in Q3 2017, selling an estimated $2.03M.
  • Sumitomo Life Insurance's ten largest holdings make up 19% of its $785M portfolio in Q3 2017.
  • Sumitomo Life Insurance opened 9 new positions and closed 12 in Q3 2017.
  • Sumitomo Life Insurance's portfolio value rose 2.4% quarter-over-quarter to $785M.

Based on Sumitomo Life Insurance's 13F filing for Q3 2017, filed 17 Oct 2017.