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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
+4.8%
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
$701M
AUM Growth
+$27.4M
Cap. Flow
+$6.29M
Cap. Flow %
0.9%
Top 10 Hldgs %
18.26%
Holding
299
New
8
Increased
221
Reduced
49
Closed
21

Top Buys

Rank Stock Value
1
WDC icon
Western Digital
WDC
+$1.65M
2
TER icon
Teradyne
TER
+$1.58M
3
CDNS icon
Cadence Design Systems
CDNS
+$1.36M
4
PTC icon
PTC
PTC
+$1.28M
5
IBM icon
IBM
IBM
+$1.25M

Top Sells

Rank Stock Value
1
CTSH icon
Cognizant
CTSH
+$2.05M
2
AGN
Allergan plc
AGN
+$1.85M
3
KMB icon
Kimberly-Clark
KMB
+$1.68M
4
BLOX
Infoblox Inc
BLOX
+$1.58M
5
CAH icon
Cardinal Health
CAH
+$1.4M

Sector Composition

Rank Sector Weight
1 Financials 16.82%
2 Technology 15.1%
3 Healthcare 13.99%
4 Communication Services 10.78%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTRS icon
251
Viatris
VTRS
$19.1B
$633K 0.09%
16,593
+475
+3% +$17.6K
INCY icon
252
Incyte
INCY
$24.7B
$632K 0.09%
6,307
+179
+3% +$17.5K
HDB icon
253
HDFC Bank
HDB
$116B
$581K 0.08%
38,320
-39,600
-51% -$663K
AMG icon
254
Affiliated Managers Group
AMG
$9B
$555K 0.08%
3,817
-7,010
-65% -$1.02M
YHOO
255
DELISTED
Yahoo Inc
YHOO
$547K 0.08%
14,133
+404
+3% +$16.6K
HE icon
256
Hawaiian Electric Industries
HE
$1.76B
$520K 0.07%
15,728
+443
+3% +$13.5K
JWN
257
DELISTED
Nordstrom
JWN
$499K 0.07%
10,402
+294
+3% +$16K
DOC icon
258
Healthpeak Properties
DOC
$13.9B
$496K 0.07%
16,691
-1,111
-6% -$33.9K
PNRA
259
DELISTED
Panera Bread Co
PNRA
$478K 0.07%
2,330
+65
+3% +$13.2K
MCK icon
260
McKesson
MCK
$105B
$469K 0.07%
3,336
-2,876
-46% -$423K
SWN
261
DELISTED
Southwestern Energy Company
SWN
$450K 0.06%
41,622
+1,180
+3% +$13.5K
BABA icon
262
Alibaba
BABA
$272B
$448K 0.06%
5,100
-4,100
-45% -$395K
AME icon
263
Ametek
AME
$53.8B
$429K 0.06%
8,826
+248
+3% +$11.7K
HRL icon
264
Hormel Foods
HRL
$11.4B
$383K 0.05%
11,008
+310
+3% +$11.2K
DHI icon
265
D.R. Horton
DHI
$39.2B
$372K 0.05%
13,598
-34,880
-72% -$997K
WMB icon
266
Williams Companies
WMB
$87.6B
$334K 0.05%
10,734
+386
+4% +$11.6K
BBY icon
267
Best Buy
BBY
$19.6B
$332K 0.05%
7,782
+213
+3% +$9.05K
CF icon
268
CF Industries
CF
$20.5B
$320K 0.05%
10,181
+294
+3% +$7.91K
DELL icon
269
Dell
DELL
$346B
$311K 0.04%
20,132
+616
+3% +$8.83K
IBN icon
270
ICICI Bank
IBN
$102B
$309K 0.04%
45,430
-14,630
-24% -$104K
EDU icon
271
New Oriental
EDU
$8.95B
$232K 0.03%
5,500
-5,200
-49% -$245K
TTM
272
DELISTED
Tata Motors Limited
TTM
$211K 0.03%
6,150
-9,600
-61% -$354K
INFY icon
273
Infosys
INFY
$45.8B
$193K 0.03%
26,080
-36,400
-58% -$273K
TCOM icon
274
Trip.com Group
TCOM
$24.7B
$172K 0.02%
+4,300
New +$188K
XLNX
275
DELISTED
Xilinx Inc
XLNX
$138K 0.02%
+2,281
New +$123K
8 9 10
11
12

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LP
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PAMP
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WCM
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MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NLI
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WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Sumitomo Life Insurance's Q4 2016 Portfolio in Review

As of Q4 2016, Sumitomo Life Insurance held 299 positions worth $701M, up 4.1% from $674M the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Sumitomo Life Insurance's Q4 2016 filing shows 8 new, 221 increased, 49 reduced and 21 closed positions. Its largest new stake was Teradyne: 66,681 shares worth $1.69M. The largest sale was Cognizant, an estimated $2.05M.

By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 15% a quarter earlier, followed by Technology and Healthcare.

  • Sumitomo Life Insurance's largest Q4 2016 buy was Teradyne: 66,681 shares worth $1.69M.
  • Sumitomo Life Insurance added most to Western Digital in Q4 2016, an estimated $1.65M increase.
  • Sumitomo Life Insurance's biggest Q4 2016 reduction was Allergan plc, cutting an estimated $1.85M.
  • Sumitomo Life Insurance fully exited Cognizant in Q4 2016, selling an estimated $2.05M.
  • Sumitomo Life Insurance's ten largest holdings make up 18% of its $701M portfolio in Q4 2016.
  • Sumitomo Life Insurance opened 8 new positions and closed 21 in Q4 2016.
  • Sumitomo Life Insurance's portfolio value rose 4.1% quarter-over-quarter to $701M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2016, filed 27 Jan 2017.