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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
+10.84%
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
$1.11B
AUM Growth
+$38.1M
Cap. Flow
-$67.9M
Cap. Flow %
-6.11%
Top 10 Hldgs %
17.66%
Holding
271
New
15
Increased
24
Reduced
225
Closed
7

Top Buys

Rank Stock Value
1
LLL
L3 Technologies, Inc.
LLL
+$2.6M
2
PVH icon
PVH
PVH
+$2.33M
3
DOV icon
Dover
DOV
+$2.18M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.85M
5
PRU icon
Prudential Financial
PRU
+$1.77M

Top Sells

Rank Stock Value
1
DELL
DELL INC
DELL
+$2.33M
2
TEVA icon
Teva Pharmaceutical Industries Limited
TEVA
+$2.09M
3
TPR icon
Tapestry
TPR
+$2.01M
4
LUV icon
Southwest Airlines
LUV
+$1.71M
5
CAVM
Cavium, Inc.
CAVM
+$1.7M

Sector Composition

Rank Sector Weight
1 Financials 15.66%
2 Healthcare 13.89%
3 Technology 13.77%
4 Energy 10.84%
5 Industrials 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
26
Home Depot
HD
$302B
$8.76M 0.79%
106,365
-5,896
-5% -$459K
INTC icon
27
Intel
INTC
$534B
$8.47M 0.76%
326,147
-19,054
-6% -$461K
SLB icon
28
SLB Ltd
SLB
$77.6B
$8.37M 0.75%
92,919
-6,101
-6% -$551K
CSCO icon
29
Cisco
CSCO
$425B
$8.27M 0.74%
368,516
-41,974
-10% -$929K
WMT icon
30
Walmart Inc
WMT
$853B
$7.84M 0.71%
298,989
-53,322
-15% -$1.38M
BRK.B icon
31
Berkshire Hathaway Class B
BRK.B
$1.11T
$7.84M 0.71%
66,137
-3,662
-5% -$423K
ABBV icon
32
AbbVie
ABBV
$464B
$7.72M 0.7%
146,270
-9,314
-6% -$458K
PEP icon
33
PepsiCo
PEP
$183B
$7.6M 0.68%
91,678
-5,082
-5% -$422K
MCD icon
34
McDonald's
MCD
$176B
$7.45M 0.67%
76,727
-5,014
-6% -$482K
UNH icon
35
UnitedHealth
UNH
$337B
$7.31M 0.66%
97,114
-6,160
-6% -$443K
HON icon
36
Honeywell
HON
$65.8B
$6.91M 0.62%
84,184
-5,778
-6% -$452K
RTX icon
37
RTX Corp
RTX
$265B
$6.8M 0.61%
94,933
-86
-0.1% -$5.86K
AIG icon
38
American International
AIG
$39.8B
$6.76M 0.61%
132,513
-8,644
-6% -$431K
META icon
39
Meta Platforms (Facebook)
META
$1.72T
$6.74M 0.61%
123,276
+15,761
+15% +$791K
AXP icon
40
American Express
AXP
$211B
$6.65M 0.6%
73,333
-4,062
-5% -$334K
MMM icon
41
3M
MMM
$83.9B
$6.37M 0.57%
54,345
-9,692
-15% -$1.03M
BA icon
42
Boeing
BA
$160B
$6.28M 0.57%
46,004
-2,545
-5% -$331K
BMY icon
43
Bristol-Myers Squibb
BMY
$130B
$6.26M 0.56%
117,817
-6,515
-5% -$332K
MA icon
44
Mastercard
MA
$497B
$6.2M 0.56%
74,250
+2,850
+4% +$212K
AMGN icon
45
Amgen
AMGN
$203B
$6.2M 0.56%
54,295
-3,833
-7% -$436K
TMO icon
46
Thermo Fisher Scientific
TMO
$240B
$6.07M 0.55%
54,549
-15
-0% -$1.49K
VIAB
47
DELISTED
Viacom Inc. Class B
VIAB
$5.98M 0.54%
68,452
-7,305
-10% -$603K
CELG
48
DELISTED
Celgene Corp
CELG
$5.96M 0.54%
70,572
-15,602
-18% -$1.23M
PRU icon
49
Prudential Financial
PRU
$40.4B
$5.9M 0.53%
63,994
+20,756
+48% +$1.77M
UNP icon
50
Union Pacific
UNP
$167B
$5.71M 0.51%
68,014
-3,776
-5% -$299K
1
2
3 4 5

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 2013 Portfolio in Review

As of Q4 2013, Sumitomo Life Insurance held 271 positions worth $1.11B, up 3.6% from $1.07B the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Sumitomo Life Insurance withdrew a net $67.9M in Q4 2013, closing 7 positions and reducing 225 holdings. Its most notable exit was DELL INC, an estimated $2.33M position sold in full.

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

Against the trend, Sumitomo Life Insurance opened a new position in L3 Technologies, Inc. worth $2.77M.

  • Sumitomo Life Insurance's largest Q4 2013 buy was L3 Technologies, Inc.: 25,970 shares worth $2.77M.
  • Sumitomo Life Insurance added most to Prudential Financial in Q4 2013, an estimated $1.77M increase.
  • Sumitomo Life Insurance's biggest Q4 2013 reduction was Southwest Airlines, cutting an estimated $1.71M.
  • Sumitomo Life Insurance fully exited DELL INC in Q4 2013, selling an estimated $2.33M.
  • Sumitomo Life Insurance's ten largest holdings make up 18% of its $1.11B portfolio in Q4 2013.
  • Sumitomo Life Insurance opened 15 new positions and closed 7 in Q4 2013.
  • Sumitomo Life Insurance's portfolio value rose 3.6% quarter-over-quarter to $1.11B.

Based on Sumitomo Life Insurance's 13F filing for Q4 2013, filed 7 Feb 2014.