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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
+6.14%
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
$1.07B
AUM Growth
+$28.5M
Cap. Flow
-$22.7M
Cap. Flow %
-2.12%
Top 10 Hldgs %
17.07%
Holding
262
New
13
Increased
54
Reduced
189
Closed
6

Top Buys

Rank Stock Value
1
TMO icon
Thermo Fisher Scientific
TMO
+$4.93M
2
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$4.02M
3
ETN icon
Eaton
ETN
+$3.9M
4
TJX icon
TJX Companies
TJX
+$2.45M
5
WHR icon
Whirlpool
WHR
+$2.3M

Top Sells

Rank Stock Value
1
NWSA
NEWS CORPORATION CL-A
NWSA
+$4.3M
2
AGN
Allergan Inc
AGN
+$3.67M
3
STI
SunTrust Banks, Inc.
STI
+$2.72M
4
T icon
AT&T
T
+$2.18M
5
PCG icon
PG&E
PCG
+$1.9M

Sector Composition

Rank Sector Weight
1 Financials 15.29%
2 Healthcare 14.03%
3 Technology 13.21%
4 Energy 10.68%
5 Industrials 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMT icon
26
Walmart Inc
WMT
$887B
$8.69M 0.81%
352,311
-12,864
-4% -$324K
HD icon
27
Home Depot
HD
$331B
$8.52M 0.79%
112,261
-4,100
-4% -$316K
DIS icon
28
Walt Disney
DIS
$167B
$8.4M 0.78%
130,286
+5,762
+5% +$369K
AMZN icon
29
Amazon
AMZN
$2.91T
$8.35M 0.78%
534,100
-9,420
-2% -$140K
BRK.B icon
30
Berkshire Hathaway Class B
BRK.B
$1.1T
$7.92M 0.74%
69,799
-2,545
-4% -$294K
INTC icon
31
Intel
INTC
$467B
$7.91M 0.74%
345,201
-7,941
-2% -$183K
MCD icon
32
McDonald's
MCD
$193B
$7.86M 0.73%
81,741
+2,358
+3% +$230K
PEP icon
33
PepsiCo
PEP
$191B
$7.69M 0.72%
96,760
-3,527
-4% -$290K
UNH icon
34
UnitedHealth
UNH
$380B
$7.39M 0.69%
103,274
+7,150
+7% +$512K
ABBV icon
35
AbbVie
ABBV
$445B
$6.96M 0.65%
155,584
+36,386
+31% +$1.61M
AIG icon
36
American International
AIG
$41.7B
$6.86M 0.64%
141,157
+18,497
+15% +$879K
HON icon
37
Honeywell
HON
$77.7B
$6.71M 0.63%
89,962
+4,413
+5% +$328K
CELG
38
DELISTED
Celgene Corp
CELG
$6.63M 0.62%
86,174
-3,142
-4% -$220K
AMGN icon
39
Amgen
AMGN
$208B
$6.51M 0.61%
58,128
-11,955
-17% -$1.3M
RTX icon
40
RTX Corp
RTX
$290B
$6.45M 0.6%
95,019
-3,469
-4% -$227K
MMM icon
41
3M
MMM
$90.8B
$6.39M 0.6%
64,037
-2,346
-4% -$228K
VIAB
42
DELISTED
Viacom Inc. Class B
VIAB
$6.33M 0.59%
75,757
+2,775
+4% +$215K
AXP icon
43
American Express
AXP
$228B
$5.84M 0.54%
77,395
-2,686
-3% -$202K
BMY icon
44
Bristol-Myers Squibb
BMY
$133B
$5.75M 0.54%
124,332
-16,987
-12% -$746K
BA icon
45
Boeing
BA
$171B
$5.71M 0.53%
48,549
-5,809
-11% -$626K
F icon
46
Ford
F
$58.7B
$5.61M 0.52%
332,471
-9,439
-3% -$159K
UNP icon
47
Union Pacific
UNP
$173B
$5.58M 0.52%
71,790
-18,160
-20% -$1.44M
COP icon
48
ConocoPhillips
COP
$146B
$5.56M 0.52%
79,983
-3,056
-4% -$204K
USB icon
49
US Bancorp
USB
$98.1B
$5.54M 0.52%
151,369
-5,746
-4% -$213K
META icon
50
Meta Platforms (Facebook)
META
$1.4T
$5.4M 0.5%
107,515
-4,194
-4% -$156K
1
2
3 4 5

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Sumitomo Life Insurance's Q3 2013 Portfolio in Review

As of Q3 2013, Sumitomo Life Insurance held 262 positions worth $1.07B, up 2.7% from $1.04B the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Sumitomo Life Insurance's Q3 2013 filing shows 13 new, 54 increased, 189 reduced and 6 closed positions. Its largest new stake was Thermo Fisher Scientific: 54,564 shares worth $5.03M. The largest sale was NEWS CORPORATION CL-A, an estimated $4.3M.

By sector, the portfolio is most concentrated in Financials at 15% of assets, down from 16% a quarter earlier, followed by Healthcare and Technology.

  • Sumitomo Life Insurance's largest Q3 2013 buy was Thermo Fisher Scientific: 54,564 shares worth $5.03M.
  • Sumitomo Life Insurance added most to AbbVie in Q3 2013, an estimated $1.61M increase.
  • Sumitomo Life Insurance's biggest Q3 2013 reduction was AT&T, cutting an estimated $2.18M.
  • Sumitomo Life Insurance fully exited NEWS CORPORATION CL-A in Q3 2013, selling an estimated $4.3M.
  • Sumitomo Life Insurance's ten largest holdings make up 17% of its $1.07B portfolio in Q3 2013.
  • Sumitomo Life Insurance opened 13 new positions and closed 6 in Q3 2013.
  • Sumitomo Life Insurance's portfolio value rose 2.7% quarter-over-quarter to $1.07B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2013, filed 13 Nov 2013.