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
-5.81%
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
$754M
AUM Growth
-$67M
Cap. Flow
-$9.08M
Cap. Flow %
-1.21%
Top 10 Hldgs %
17.35%
Holding
309
New
16
Increased
56
Reduced
220
Closed
17

Top Buys

Rank Stock Value
1
PYPL icon
PayPal
PYPL
+$2.7M
2
BRCM
BROADCOM CORP CL-A
BRCM
+$2.06M
3
KHC icon
Kraft Heinz
KHC
+$1.72M
4
PSA icon
Public Storage
PSA
+$1.69M
5
MRSH
Marsh
MRSH
+$1.67M

Top Sells

Rank Stock Value
1
DTV
DIRECTV COM STK (DE)
DTV
+$2.46M
2
COF icon
Capital One
COF
+$2.14M
3
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.98M
4
EBAY icon
eBay
EBAY
+$1.9M
5
GLW icon
Corning
GLW
+$1.78M

Sector Composition

Rank Sector Weight
1 Healthcare 15.84%
2 Financials 15.78%
3 Technology 14.37%
4 Consumer Discretionary 9.95%
5 Communication Services 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LNKD
251
DELISTED
LinkedIn Corporation
LNKD
$879K 0.12%
4,625
-112
-2% -$22.2K
IFF icon
252
International Flavors & Fragrances
IFF
$22.5B
$878K 0.12%
8,502
-206
-2% -$22.8K
YUM icon
253
Yum! Brands
YUM
$41.6B
$873K 0.12%
15,191
-365
-2% -$22.1K
BF.B icon
254
Brown-Forman Class B
BF.B
$13B
$864K 0.11%
27,866
-675
-2% -$22K
COR icon
255
Cencora
COR
$61.7B
$841K 0.11%
8,852
-213
-2% -$22.3K
SRE icon
256
Sempra
SRE
$55.3B
$839K 0.11%
17,352
-418
-2% -$20.6K
INCY icon
257
Incyte
INCY
$24.3B
$830K 0.11%
7,522
-182
-2% -$20.4K
ZBH icon
258
Zimmer Biomet
ZBH
$19B
$817K 0.11%
8,963
-215
-2% -$21.6K
MDVN
259
DELISTED
MEDIVATION, INC.
MDVN
$807K 0.11%
18,997
-485
-2% -$24K
BALL icon
260
Ball Corp
BALL
$16.9B
$800K 0.11%
25,722
-27,454
-52% -$930K
MRO
261
DELISTED
Marathon Oil Corporation
MRO
$795K 0.11%
51,644
-1,315
-2% -$25K
TW
262
DELISTED
TOWERS WATSON & CO COM STK CL A (DE)
TW
$790K 0.1%
+6,729
New +$833K
IP icon
263
International Paper
IP
$22.4B
$775K 0.1%
21,649
-551
-2% -$23.3K
PII icon
264
Polaris
PII
$4.16B
$762K 0.1%
6,361
-162
-2% -$22K
EW icon
265
Edwards Lifesciences
EW
$51.2B
$759K 0.1%
32,040
-810
-2% -$19.6K
NOV icon
266
NOV
NOV
$6.95B
$738K 0.1%
19,599
+5,725
+41% +$234K
NUE icon
267
Nucor
NUE
$62.6B
$730K 0.1%
19,437
-15,424
-44% -$661K
APA icon
268
APA Corp
APA
$12.3B
$707K 0.09%
18,065
-460
-2% -$20.9K
ILMN icon
269
Illumina
ILMN
$30.2B
$697K 0.09%
4,074
-97
-2% -$19.6K
DVN icon
270
Devon Energy
DVN
$48.5B
$696K 0.09%
18,769
-478
-2% -$21.9K
IBN icon
271
ICICI Bank
IBN
$109B
$677K 0.09%
88,880
+8,140
+10% +$69.5K
NBL
272
DELISTED
Noble Energy, Inc.
NBL
$665K 0.09%
22,042
-532
-2% -$18.3K
FLR icon
273
Fluor
FLR
$7.04B
$639K 0.08%
15,085
-363
-2% -$17K
BFH icon
274
Bread Financial
BFH
$4.54B
$637K 0.08%
3,084
-3,551
-54% -$768K
KLAC icon
275
KLA
KLAC
$252B
$634K 0.08%
126,840
-94,700
-43% -$487K
9 10
11
12 13

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 Q3 2015 Portfolio in Review

As of Q3 2015, Sumitomo Life Insurance held 309 positions worth $754M, down 8.2% from $821M the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Sumitomo Life Insurance's Q3 2015 filing shows 16 new, 56 increased, 220 reduced and 17 closed positions. Its largest new stake was PayPal: 75,355 shares worth $2.34M. The largest sale was DIRECTV COM STK (DE), an estimated $2.46M.

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

  • Sumitomo Life Insurance's largest Q3 2015 buy was PayPal: 75,355 shares worth $2.34M.
  • Sumitomo Life Insurance added most to BROADCOM CORP CL-A in Q3 2015, an estimated $2.06M increase.
  • Sumitomo Life Insurance's biggest Q3 2015 reduction was eBay, cutting an estimated $1.9M.
  • Sumitomo Life Insurance fully exited DIRECTV COM STK (DE) in Q3 2015, selling an estimated $2.46M.
  • Sumitomo Life Insurance's ten largest holdings make up 17% of its $754M portfolio in Q3 2015.
  • Sumitomo Life Insurance opened 16 new positions and closed 17 in Q3 2015.
  • Sumitomo Life Insurance's portfolio value fell 8.2% quarter-over-quarter to $754M.

Based on Sumitomo Life Insurance's 13F filing for Q3 2015, filed 22 Oct 2015.