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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
-12.16%
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
$722M
AUM Growth
-$111M
Cap. Flow
+$2.78M
Cap. Flow %
0.38%
Top 10 Hldgs %
20.19%
Holding
261
New
2
Increased
191
Reduced
62
Closed
6

Top Buys

Rank Stock Value
1
IBM icon
IBM
IBM
+$1.15M
2
VFC icon
VF Corp
VFC
+$1.14M
3
DVN icon
Devon Energy
DVN
+$1.04M
4
CY
Cypress Semiconductor
CY
+$1.03M
5
CI icon
Cigna
CI
+$783K

Top Sells

Rank Stock Value
1
AET
Aetna Inc
AET
+$2.17M
2
SYK icon
Stryker
SYK
+$1.79M
3
DD icon
DuPont de Nemours
DD
+$1.57M
4
ESRX
Express Scripts Holding Company
ESRX
+$1.43M
5
ADI icon
Analog Devices
ADI
+$1.41M

Sector Composition

Rank Sector Weight
1 Technology 17.79%
2 Financials 15.88%
3 Healthcare 15.6%
4 Consumer Discretionary 10.3%
5 Communication Services 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ENTG icon
226
Entegris
ENTG
$22.2B
$844K 0.12%
30,267
+549
+2% +$14.8K
PPG icon
227
PPG Industries
PPG
$26.5B
$825K 0.11%
8,072
+29
+0.4% +$3K
MHK icon
228
Mohawk Industries
MHK
$9.19B
$758K 0.11%
6,482
+52
+0.8% +$6.94K
HP icon
229
Helmerich & Payne
HP
$3.33B
$749K 0.1%
15,614
+243
+2% +$14.9K
CI icon
230
Cigna
CI
$71.5B
$713K 0.1%
+3,755
New +$783K
NBIX icon
231
Neurocrine Biosciences
NBIX
$16.4B
$710K 0.1%
9,939
+180
+2% +$17.2K
APC
232
DELISTED
Anadarko Petroleum
APC
$692K 0.1%
15,779
+300
+2% +$16.9K
HAL icon
233
Halliburton
HAL
$26.6B
$691K 0.1%
25,983
+114
+0.4% +$3.85K
AMAT icon
234
Applied Materials
AMAT
$424B
$685K 0.09%
20,924
+275
+1% +$9.43K
KMB icon
235
Kimberly-Clark
KMB
$37.3B
$667K 0.09%
5,855
+56
+1% +$6.21K
TER icon
236
Teradyne
TER
$60.9B
$654K 0.09%
20,851
-2
-0% -$68
WBC
237
DELISTED
WABCO HOLDINGS INC.
WBC
$640K 0.09%
5,967
-95
-2% -$10.5K
IP icon
238
International Paper
IP
$22.4B
$630K 0.09%
16,488
-1
-0% -$42
APA icon
239
APA Corp
APA
$12.3B
$629K 0.09%
23,969
+455
+2% +$16.8K
ALB icon
240
Albemarle
ALB
$14B
$603K 0.08%
7,830
-125
-2% -$11.8K
TSN icon
241
Tyson Foods
TSN
$20.5B
$567K 0.08%
10,626
+144
+1% +$8.46K
ULTA icon
242
Ulta Beauty
ULTA
$23.2B
$567K 0.08%
2,314
+23
+1% +$6.36K
DHI icon
243
D.R. Horton
DHI
$42.4B
$559K 0.08%
16,133
-3
-0% -$109
ISRG icon
244
Intuitive Surgical
ISRG
$133B
$555K 0.08%
3,477
+33
+1% +$5.59K
VC icon
245
Visteon
VC
$2.79B
$535K 0.07%
8,879
-2,693
-23% -$203K
FCFS icon
246
FirstCash
FCFS
$9.02B
$517K 0.07%
7,148
+80
+1% +$6.38K
WDC icon
247
Western Digital
WDC
$179B
$517K 0.07%
18,502
-1
-0% -$35
IBN icon
248
ICICI Bank
IBN
$109B
$510K 0.07%
49,590
+14,900
+43% +$141K
GIS icon
249
General Mills
GIS
$19.2B
$506K 0.07%
12,990
+122
+0.9% +$5.15K
ARMK icon
250
Aramark
ARMK
$15B
$441K 0.06%
21,076
+200
+1% +$5.19K
7 8 9
10
11

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AI
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NCM
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DT
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IWM
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Sumitomo Life Insurance's Q4 2018 Portfolio in Review

As of Q4 2018, Sumitomo Life Insurance held 261 positions worth $722M, down 13% from $832M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Trading was light in Q4 2018: portfolio turnover was 3.1%. Sumitomo Life Insurance opened 2 new positions and exited 6, leaving the 261-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 19% a quarter earlier, followed by Financials and Healthcare.

  • Sumitomo Life Insurance's largest Q4 2018 buy was VF Corp: 14,880 shares worth $1M.
  • Sumitomo Life Insurance added most to IBM in Q4 2018, an estimated $1.15M increase.
  • Sumitomo Life Insurance's biggest Q4 2018 reduction was DuPont de Nemours, cutting an estimated $1.57M.
  • Sumitomo Life Insurance fully exited Aetna Inc in Q4 2018, selling an estimated $2.17M.
  • Sumitomo Life Insurance's ten largest holdings make up 20% of its $722M portfolio in Q4 2018.
  • Sumitomo Life Insurance opened 2 new positions and closed 6 in Q4 2018.
  • Sumitomo Life Insurance's portfolio value fell 13% quarter-over-quarter to $722M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2018, filed 24 Jan 2019.