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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
+4.09%
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
$815M
AUM Growth
+$58.9M
Cap. Flow
+$34.9M
Cap. Flow %
4.28%
Top 10 Hldgs %
21.17%
Holding
260
New
5
Increased
231
Reduced
17
Closed
7

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$2.46M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.77M
3
VC icon
Visteon
VC
+$1.73M
4
MSFT icon
Microsoft
MSFT
+$1.49M
5
WFC icon
Wells Fargo
WFC
+$1.43M

Top Sells

Rank Stock Value
1
AZO icon
AutoZone
AZO
+$1.56M
2
MON
Monsanto Co
MON
+$1.54M
3
TWX
Time Warner Inc
TWX
+$1.48M
4
ULTA icon
Ulta Beauty
ULTA
+$1.48M
5
LOW icon
Lowe's Companies
LOW
+$1.33M

Sector Composition

Rank Sector Weight
1 Technology 18.05%
2 Financials 16.2%
3 Healthcare 13.75%
4 Consumer Discretionary 10.64%
5 Communication Services 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HP icon
226
Helmerich & Payne
HP
$3.41B
$1M 0.12%
15,734
+821
+6% +$55.9K
BABA icon
227
Alibaba
BABA
$305B
$1M 0.12%
5,400
-3,700
-41% -$705K
DOC icon
228
Healthpeak Properties
DOC
$14.9B
$973K 0.12%
37,687
+1,336
+4% +$31.5K
PH icon
229
Parker-Hannifin
PH
$126B
$973K 0.12%
6,242
+300
+5% +$51.2K
AMAT icon
230
Applied Materials
AMAT
$411B
$970K 0.12%
21,006
-9,635
-31% -$497K
CLX icon
231
Clorox
CLX
$11.9B
$966K 0.12%
7,142
+254
+4% +$31.4K
TSLA icon
232
Tesla
TSLA
$1.27T
$959K 0.12%
41,925
+1,815
+5% +$36.9K
PPG icon
233
PPG Industries
PPG
$25.3B
$838K 0.1%
8,081
+285
+4% +$30.2K
HSY icon
234
Hershey
HSY
$35.7B
$835K 0.1%
8,970
+318
+4% +$29.7K
A icon
235
Agilent Technologies
A
$39.5B
$833K 0.1%
13,464
+588
+5% +$38.4K
IP icon
236
International Paper
IP
$21.9B
$817K 0.1%
16,565
+586
+4% +$29.9K
DE icon
237
Deere & Co
DE
$163B
$815K 0.1%
5,831
+241
+4% +$35.5K
TER icon
238
Teradyne
TER
$57.2B
$798K 0.1%
20,968
+863
+4% +$33.6K
ALB icon
239
Albemarle
ALB
$14B
$746K 0.09%
7,906
+269
+4% +$25.8K
TSN icon
240
Tyson Foods
TSN
$21B
$726K 0.09%
10,544
+271
+3% +$18.8K
WBC
241
DELISTED
WABCO HOLDINGS INC.
WBC
$701K 0.09%
+5,991
New +$762K
DHI icon
242
D.R. Horton
DHI
$41B
$661K 0.08%
16,114
+430
+3% +$18.6K
DVN icon
243
Devon Energy
DVN
$51.4B
$628K 0.08%
14,278
+115
+0.8% +$4.46K
KMB icon
244
Kimberly-Clark
KMB
$35.7B
$614K 0.08%
5,831
+138
+2% +$14.3K
GIS icon
245
General Mills
GIS
$19.2B
$575K 0.07%
12,984
+305
+2% +$13.3K
ARMK icon
246
Aramark
ARMK
$14.9B
$564K 0.07%
21,041
+496
+2% +$13.7K
ISRG icon
247
Intuitive Surgical
ISRG
$133B
$552K 0.07%
+3,459
New +$527K
HDB icon
248
HDFC Bank
HDB
$124B
$544K 0.07%
20,720
-29,600
-59% -$739K
ULTA icon
249
Ulta Beauty
ULTA
$23B
$537K 0.07%
2,301
-6,111
-73% -$1.48M
PE
250
DELISTED
PARSLEY ENERGY INC
PE
$520K 0.06%
17,164
-34,880
-67% -$1.03M
7 8 9
10
11

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Sumitomo Life Insurance's Q2 2018 Portfolio in Review

As of Q2 2018, Sumitomo Life Insurance held 260 positions worth $815M, up 7.8% from $756M the previous quarter. Its ten largest holdings account for 21% of the portfolio.

Sumitomo Life Insurance deployed $34.9M of net new capital in Q2 2018, opening 5 new positions and adding to 231 existing holdings. Its largest new stake was Visteon: 13,843 shares worth $1.79M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 18% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Ulta Beauty, an estimated $1.48M trimmed.

  • Sumitomo Life Insurance's largest Q2 2018 buy was Visteon: 13,843 shares worth $1.79M.
  • Sumitomo Life Insurance added most to ExxonMobil in Q2 2018, an estimated $2.46M increase.
  • Sumitomo Life Insurance's biggest Q2 2018 reduction was Ulta Beauty, cutting an estimated $1.48M.
  • Sumitomo Life Insurance fully exited AutoZone in Q2 2018, selling an estimated $1.56M.
  • Sumitomo Life Insurance's ten largest holdings make up 21% of its $815M portfolio in Q2 2018.
  • Sumitomo Life Insurance opened 5 new positions and closed 7 in Q2 2018.
  • Sumitomo Life Insurance's portfolio value rose 7.8% quarter-over-quarter to $815M.

Based on Sumitomo Life Insurance's 13F filing for Q2 2018, filed 23 Jul 2018.