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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
+7.24%
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
$797M
AUM Growth
+$12M
Cap. Flow
-$37M
Cap. Flow %
-4.64%
Top 10 Hldgs %
19.62%
Holding
264
New
6
Increased
29
Reduced
222
Closed
7

Top Buys

Rank Stock Value
1
PYPL icon
PayPal
PYPL
+$2.23M
2
ANSS
Ansys
ANSS
+$1.48M
3
ARE icon
Alexandria Real Estate Equities
ARE
+$1.47M
4
UNP icon
Union Pacific
UNP
+$1.18M
5
TDG icon
TransDigm Group
TDG
+$1.03M

Top Sells

Rank Stock Value
1
BXP icon
Boston Properties
BXP
+$1.83M
2
PXD
Pioneer Natural Resource Co.
PXD
+$1.42M
3
CDNS icon
Cadence Design Systems
CDNS
+$1.37M
4
ST icon
Sensata Technologies
ST
+$1.33M
5
TXN icon
Texas Instruments
TXN
+$1.31M

Sector Composition

Rank Sector Weight
1 Financials 17.13%
2 Technology 16.78%
3 Healthcare 13.56%
4 Consumer Discretionary 10.14%
5 Communication Services 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JWN
226
DELISTED
Nordstrom
JWN
$1.09M 0.14%
22,992
+12,950
+129% +$558K
CLX icon
227
Clorox
CLX
$10.5B
$1.07M 0.13%
7,212
-324
-4% -$44.1K
CSX icon
228
CSX Corp
CSX
$90.1B
$1.07M 0.13%
58,191
-2,622
-4% -$46.4K
HSY icon
229
Hershey
HSY
$34.2B
$1.03M 0.13%
9,059
-409
-4% -$45K
ALB icon
230
Albemarle
ALB
$13.4B
$1.02M 0.13%
7,991
-4,500
-36% -$610K
TGT icon
231
Target
TGT
$70.1B
$1.02M 0.13%
15,580
-703
-4% -$42.4K
APA icon
232
APA Corp
APA
$16.6B
$1.01M 0.13%
24,041
-1,084
-4% -$45.6K
DOC icon
233
Healthpeak Properties
DOC
$13.9B
$993K 0.12%
38,061
-1,714
-4% -$45.4K
PPG icon
234
PPG Industries
PPG
$23.3B
$953K 0.12%
8,162
-367
-4% -$42.3K
IBN icon
235
ICICI Bank
IBN
$102B
$948K 0.12%
97,390
+9,400
+11% +$86.6K
IP icon
236
International Paper
IP
$18B
$918K 0.12%
16,730
-754
-4% -$40.5K
DE icon
237
Deere & Co
DE
$184B
$916K 0.11%
5,853
-308
-5% -$43.1K
INCY icon
238
Incyte
INCY
$24.7B
$915K 0.11%
9,659
-434
-4% -$45.4K
TSLA icon
239
Tesla
TSLA
$1.41T
$872K 0.11%
42,000
-1,875
-4% -$40.8K
TSN icon
240
Tyson Foods
TSN
$18.5B
$866K 0.11%
10,684
-565
-5% -$43.2K
APC
241
DELISTED
Anadarko Petroleum
APC
$846K 0.11%
15,773
-830
-5% -$40.8K
DHI icon
242
D.R. Horton
DHI
$39.2B
$826K 0.1%
16,172
-13,699
-46% -$638K
GIS icon
243
General Mills
GIS
$19.6B
$775K 0.1%
13,077
-598
-4% -$32.3K
TWX
244
DELISTED
Time Warner Inc
TWX
$749K 0.09%
8,193
-232
-3% -$21.9K
AMG icon
245
Affiliated Managers Group
AMG
$9B
$721K 0.09%
3,514
-185
-5% -$35.9K
KMB icon
246
Kimberly-Clark
KMB
$32.8B
$709K 0.09%
5,872
-270
-4% -$31.5K
ARMK icon
247
Aramark
ARMK
$15.4B
$659K 0.08%
21,359
-955
-4% -$29.2K
NWL icon
248
Newell Brands
NWL
$2.4B
$621K 0.08%
20,097
-754
-4% -$26K
DVN icon
249
Devon Energy
DVN
$56.5B
$608K 0.08%
14,690
-411
-3% -$15.6K
LFUS icon
250
Littelfuse
LFUS
$10B
$497K 0.06%
+2,514
New +$504K
7 8 9
10
11

Similar funds

MF
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SC
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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 2017 Portfolio in Review

As of Q4 2017, Sumitomo Life Insurance held 264 positions worth $797M, up 1.5% from $785M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Sumitomo Life Insurance withdrew a net $37M in Q4 2017, closing 7 positions and reducing 222 holdings. Its most notable exit was Boston Properties, an estimated $1.83M position sold in full.

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

Against the trend, Sumitomo Life Insurance opened a new position in PayPal worth $2.27M.

  • Sumitomo Life Insurance's largest Q4 2017 buy was PayPal: 30,812 shares worth $2.27M.
  • Sumitomo Life Insurance added most to Union Pacific in Q4 2017, an estimated $1.18M increase.
  • Sumitomo Life Insurance's biggest Q4 2017 reduction was Cadence Design Systems, cutting an estimated $1.37M.
  • Sumitomo Life Insurance fully exited Boston Properties in Q4 2017, selling an estimated $1.83M.
  • Sumitomo Life Insurance's ten largest holdings make up 20% of its $797M portfolio in Q4 2017.
  • Sumitomo Life Insurance opened 6 new positions and closed 7 in Q4 2017.
  • Sumitomo Life Insurance's portfolio value rose 1.5% quarter-over-quarter to $797M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2017, filed 1 Feb 2018.