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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
BRK.B icon
26
Berkshire Hathaway Class B
BRK.B
$1.11T
$5.48M 0.78%
33,606
+747
+2% +$115K
PEP icon
27
PepsiCo
PEP
$185B
$5.45M 0.78%
52,096
+8,318
+19% +$871K
MO icon
28
Altria Group
MO
$117B
$5.42M 0.77%
80,188
+1,997
+3% +$129K
INTC icon
29
Intel
INTC
$513B
$5.19M 0.74%
142,990
-24,218
-14% -$867K
GS icon
30
Goldman Sachs
GS
$284B
$5.09M 0.73%
21,273
+4,190
+25% +$851K
SLB icon
31
SLB Ltd
SLB
$80.4B
$4.77M 0.68%
56,769
+1,417
+3% +$116K
PM icon
32
Philip Morris
PM
$303B
$4.75M 0.68%
51,911
+1,155
+2% +$107K
CELG
33
DELISTED
Celgene Corp
CELG
$4.68M 0.67%
40,420
+10,833
+37% +$1.21M
IBM icon
34
IBM
IBM
$234B
$4.67M 0.67%
29,462
+8,186
+38% +$1.25M
KO icon
35
Coca-Cola
KO
$382B
$4.66M 0.66%
112,375
+2,499
+2% +$104K
USB icon
36
US Bancorp
USB
$96.9B
$4.58M 0.65%
89,106
+749
+0.8% +$35.6K
MA icon
37
Mastercard
MA
$502B
$4.24M 0.6%
41,040
-997
-2% -$103K
AVGO icon
38
Broadcom
AVGO
$1.62T
$4.21M 0.6%
238,360
-1,030
-0.4% -$17.8K
WMT icon
39
Walmart Inc
WMT
$858B
$4.2M 0.6%
182,175
+24,723
+16% +$577K
BMY icon
40
Bristol-Myers Squibb
BMY
$130B
$4.12M 0.59%
70,514
+1,567
+2% +$85.7K
MDT icon
41
Medtronic
MDT
$120B
$4.06M 0.58%
56,994
+1,267
+2% +$99.5K
MCD icon
42
McDonald's
MCD
$179B
$4.04M 0.58%
33,229
+4,823
+17% +$566K
DD icon
43
DuPont de Nemours
DD
$17.3B
$3.94M 0.56%
27,157
+2,577
+10% +$359K
SBUX icon
44
Starbucks
SBUX
$110B
$3.83M 0.55%
68,996
+21,634
+46% +$1.2M
ABBV icon
45
AbbVie
ABBV
$465B
$3.78M 0.54%
60,363
-2,482
-4% -$152K
HON icon
46
Honeywell
HON
$64.5B
$3.74M 0.53%
35,726
+398
+1% +$40.5K
QCOM icon
47
Qualcomm
QCOM
$201B
$3.72M 0.53%
57,075
+8,675
+18% +$583K
LOW icon
48
Lowe's Companies
LOW
$109B
$3.69M 0.53%
51,855
+4,936
+11% +$349K
ORCL icon
49
Oracle
ORCL
$424B
$3.66M 0.52%
95,225
-34,638
-27% -$1.35M
ACN icon
50
Accenture
ACN
$118B
$3.63M 0.52%
31,019
+5,552
+22% +$659K
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 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.