We are live on ! Find out more
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
RDY icon
276
Dr. Reddy's Laboratories
RDY
$9.62B
$136K 0.02%
+15,000
New +$140K
AA icon
277
Alcoa
AA
$12.3B
$118K 0.02%
4,187
-10,915
-72% -$296K
QCP
278
DELISTED
Quality Care Properties, Inc.
QCP
$51K 0.01%
+3,272
New +$49K
CAH icon
279
Cardinal Health
CAH
$54.1B
– –
-17,989
Closed -$1.4M
COR icon
280
Cencora
COR
$61.7B
– –
-7,209
Closed -$582K
CTSH icon
281
Cognizant
CTSH
$28.5B
– –
-42,959
Closed -$2.05M
DE icon
282
Deere & Co
DE
$184B
– –
-10,735
Closed -$916K
FTNT icon
283
Fortinet
FTNT
$126B
– –
-106,085
Closed -$784K
HXL icon
284
Hexcel
HXL
$6.91B
– –
-22,146
Closed -$981K
IFF icon
285
International Flavors & Fragrances
IFF
$21.5B
– –
-6,954
Closed -$994K
JLL icon
286
Jones Lang LaSalle
JLL
$15.7B
– –
-1,578
Closed -$180K
KMB icon
287
Kimberly-Clark
KMB
$32.8B
– –
-13,325
Closed -$1.68M
MCO icon
288
Moody's
MCO
$80.9B
– –
-5,623
Closed -$609K
NOW icon
289
ServiceNow
NOW
$147B
– –
-63,855
Closed -$1.01M
PNR icon
290
Pentair
PNR
$9.03B
– –
-24,354
Closed -$1.05M
RHI icon
291
Robert Half
RHI
$3.92B
– –
-5,743
Closed -$217K
SEE
292
DELISTED
Sealed Air
SEE
– –
-16,875
Closed -$773K
VFC icon
293
VF Corp
VFC
$5B
– –
-12,931
Closed -$682K
WTW icon
294
Willis Towers Watson
WTW
$29.9B
– –
-5,463
Closed -$725K
FLIR
295
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
– –
-34,248
Closed -$1.08M
ILG
296
DELISTED
ILG, Inc Common Stock
ILG
– –
-4,940
Closed -$85K
CPN
297
DELISTED
Calpine Corporation
CPN
– –
-34,310
Closed -$434K
BLOX
298
DELISTED
Infoblox Inc
BLOX
– –
-59,759
Closed -$1.58M
NLSN
299
DELISTED
Nielsen Holdings plc
NLSN
– –
-22,586
Closed -$1.21M
8 9 10 11
12

Similar funds

MF
Milford Funds Auckland $6.14B AUM
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
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.