We are live on ! Find out more
SLI

Sumitomo Life Insurance Portfolio holdings

AUM $4.25B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
+9.81%
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
$883M
AUM Growth
+$114M
Cap. Flow
+$43.9M
Cap. Flow %
4.97%
Top 10 Hldgs %
25.44%
Holding
268
New
3
Increased
245
Reduced
14
Closed
4

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$2.03M
2
MSFT icon
Microsoft
MSFT
+$1.77M
3
FIS icon
Fidelity National Information Services
FIS
+$1.7M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.4M
5
BFAM icon
Bright Horizons
BFAM
+$1.32M

Top Sells

Rank Stock Value
1
CELG
Celgene Corp
CELG
+$2.36M
2
VC icon
Visteon
VC
+$1.15M
3
EW icon
Edwards Lifesciences
EW
+$1.01M
4
CTAS icon
Cintas
CTAS
+$894K
5
PEG icon
Public Service Enterprise Group
PEG
+$709K

Sector Composition

Rank Sector Weight
1 Technology 18.99%
2 Financials 14.65%
3 Healthcare 13.41%
4 Consumer Discretionary 9.8%
5 Communication Services 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WBA
226
DELISTED
Walgreens Boots Alliance
WBA
$1.06M 0.12%
17,924
+841
+5% +$48.5K
QLYS icon
227
Qualys
QLYS
$6.45B
$1.05M 0.12%
+12,625
New +$1.05M
TSLA icon
228
Tesla
TSLA
$1.27T
$1.05M 0.12%
37,740
+1,305
+4% +$28.3K
LUV icon
229
Southwest Airlines
LUV
$23.9B
$1.05M 0.12%
19,492
+918
+5% +$50.9K
IRM icon
230
Iron Mountain
IRM
$37.8B
$1.04M 0.12%
32,686
+1,796
+6% +$58.9K
JLL icon
231
Jones Lang LaSalle
JLL
$17.2B
$1.04M 0.12%
5,964
+179
+3% +$28.1K
CCL icon
232
Carnival Corporation Ltd
CCL
$40.6B
$1.03M 0.12%
20,321
+706
+4% +$31.5K
LULU icon
233
lululemon athletica
LULU
$14B
$1.02M 0.12%
4,418
+205
+5% +$43.7K
CLX icon
234
Clorox
CLX
$12.8B
$994K 0.11%
6,475
+354
+6% +$52.9K
ENTG icon
235
Entegris
ENTG
$22.2B
$979K 0.11%
19,553
+906
+5% +$43.7K
PPG icon
236
PPG Industries
PPG
$26.5B
$975K 0.11%
7,303
+306
+4% +$38.8K
LFUS icon
237
Littelfuse
LFUS
$11.7B
$927K 0.11%
4,844
+203
+4% +$37.2K
TSN icon
238
Tyson Foods
TSN
$20.5B
$864K 0.1%
9,495
+284
+3% +$24.4K
JWN
239
DELISTED
Nordstrom
JWN
$841K 0.1%
20,545
+1,114
+6% +$41.2K
WDC icon
240
Western Digital
WDC
$179B
$797K 0.09%
16,618
+700
+4% +$29.2K
TPR icon
241
Tapestry
TPR
$32.2B
$790K 0.09%
29,297
+1,227
+4% +$32K
PE
242
DELISTED
PARSLEY ENERGY INC
PE
$788K 0.09%
41,678
+1,742
+4% +$28.8K
CFR icon
243
Cullen/Frost Bankers
CFR
$10.3B
$759K 0.09%
7,759
+361
+5% +$33.5K
DHI icon
244
D.R. Horton
DHI
$42.4B
$756K 0.09%
14,330
+491
+4% +$26.2K
VTRS icon
245
Viatris
VTRS
$20.6B
$756K 0.09%
37,614
+992
+3% +$18.5K
WBC
246
DELISTED
WABCO HOLDINGS INC.
WBC
$709K 0.08%
5,232
+33
+0.6% +$4.45K
FCX icon
247
Freeport-McMoran
FCX
$99.8B
$650K 0.07%
49,570
+998
+2% +$11K
IP icon
248
International Paper
IP
$22.4B
$647K 0.07%
14,845
+394
+3% +$16.5K
HP icon
249
Helmerich & Payne
HP
$3.33B
$640K 0.07%
14,079
+562
+4% +$22.5K
LYFT icon
250
Lyft
LYFT
$6.26B
$603K 0.07%
14,010
-5,263
-27% -$231K
7 8 9
10
11

Similar funds

CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
NCM
Nearwater Capital Markets Dublin 4, Dublin, Ireland $4.24B AUM 66.03% 1-Year Est. Return
DT
DV Trading Chicago, Illinois $4.22B AUM
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Sumitomo Life Insurance's Q4 2019 Portfolio in Review

As of Q4 2019, Sumitomo Life Insurance held 268 positions worth $883M, up 15% from $769M the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Sumitomo Life Insurance deployed $43.9M of net new capital in Q4 2019, opening 3 new positions and adding to 245 existing holdings. Its largest new stake was Bright Horizons: 8,818 shares worth $1.32M.

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

On the sell side, the largest reduction was Edwards Lifesciences, an estimated $1.01M trimmed.

  • Sumitomo Life Insurance's largest Q4 2019 buy was Bright Horizons: 8,818 shares worth $1.32M.
  • Sumitomo Life Insurance added most to Meta Platforms (Facebook) in Q4 2019, an estimated $2.03M increase.
  • Sumitomo Life Insurance's biggest Q4 2019 reduction was Edwards Lifesciences, cutting an estimated $1.01M.
  • Sumitomo Life Insurance fully exited Celgene Corp in Q4 2019, selling an estimated $2.36M.
  • Sumitomo Life Insurance's ten largest holdings make up 25% of its $883M portfolio in Q4 2019.
  • Sumitomo Life Insurance opened 3 new positions and closed 4 in Q4 2019.
  • Sumitomo Life Insurance's portfolio value rose 15% quarter-over-quarter to $883M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2019, filed 24 Jan 2020.