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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
+3.2%
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
$767M
AUM Growth
+$59.2M
Cap. Flow
+$40.4M
Cap. Flow %
5.27%
Top 10 Hldgs %
18.54%
Holding
297
New
12
Increased
222
Reduced
27
Closed
36

Top Buys

Rank Stock Value
1
INTC icon
Intel
INTC
+$2.72M
2
VMW
VMware, Inc
VMW
+$2.47M
3
PE
PARSLEY ENERGY INC
PE
+$2.29M
4
BC icon
Brunswick
BC
+$2.28M
5
ADI icon
Analog Devices
ADI
+$2.11M

Top Sells

Rank Stock Value
1
BCR
CR Bard Inc.
BCR
+$2.47M
2
MU icon
Micron Technology
MU
+$2.29M
3
BNY
Bank of New York Mellon
BNY
+$1.91M
4
NDAQ icon
Nasdaq
NDAQ
+$1.86M
5
TEL icon
TE Connectivity
TEL
+$1.86M

Sector Composition

Rank Sector Weight
1 Financials 16.08%
2 Technology 15.57%
3 Healthcare 14.22%
4 Communication Services 10.55%
5 Consumer Discretionary 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PEP icon
26
PepsiCo
PEP
$191B
$5.91M 0.77%
51,202
+2,157
+4% +$247K
C icon
27
Citigroup
C
$222B
$5.83M 0.76%
87,229
-7,853
-8% -$482K
CELG
28
DELISTED
Celgene Corp
CELG
$5.74M 0.75%
44,157
+4,543
+11% +$557K
CSCO icon
29
Cisco
CSCO
$448B
$5.68M 0.74%
181,490
+325
+0.2% +$10.6K
BRK.B icon
30
Berkshire Hathaway Class B
BRK.B
$1.1T
$5.59M 0.73%
33,034
+1,392
+4% +$232K
VZ icon
31
Verizon
VZ
$193B
$5.51M 0.72%
123,296
+5,230
+4% +$244K
BKNG icon
32
Booking.com
BKNG
$150B
$5.08M 0.66%
67,825
+5,875
+9% +$431K
TMO icon
33
Thermo Fisher Scientific
TMO
$214B
$5.07M 0.66%
29,052
+2,778
+11% +$467K
MCD icon
34
McDonald's
MCD
$191B
$5M 0.65%
32,661
+1,374
+4% +$199K
USB icon
35
US Bancorp
USB
$98B
$5M 0.65%
96,350
+9,183
+11% +$473K
MDT icon
36
Medtronic
MDT
$110B
$4.97M 0.65%
56,023
+2,360
+4% +$199K
KO icon
37
Coca-Cola
KO
$381B
$4.95M 0.65%
110,463
+4,656
+4% +$206K
MA icon
38
Mastercard
MA
$510B
$4.76M 0.62%
39,173
+1,651
+4% +$196K
DIS icon
39
Walt Disney
DIS
$167B
$4.75M 0.62%
44,665
+1,893
+4% +$207K
DD icon
40
DuPont de Nemours
DD
$18.7B
$4.7M 0.61%
29,420
+2,732
+10% +$434K
ORCL icon
41
Oracle
ORCL
$367B
$4.69M 0.61%
93,603
+3,945
+4% +$180K
ADBE icon
42
Adobe
ADBE
$98.5B
$4.66M 0.61%
32,954
+2,653
+9% +$363K
AXP icon
43
American Express
AXP
$228B
$4.62M 0.6%
54,864
+7,489
+16% +$593K
IBM icon
44
IBM
IBM
$209B
$4.53M 0.59%
30,771
+1,304
+4% +$197K
WMT icon
45
Walmart Inc
WMT
$884B
$4.52M 0.59%
179,046
+7,545
+4% +$192K
LOW icon
46
Lowe's Companies
LOW
$118B
$4.49M 0.59%
57,953
+6,482
+13% +$530K
LMT icon
47
Lockheed Martin
LMT
$132B
$4.34M 0.57%
15,624
+5,730
+58% +$1.57M
HON icon
48
Honeywell
HON
$76.7B
$4.23M 0.55%
35,119
+1,481
+4% +$175K
AMGN icon
49
Amgen
AMGN
$209B
$4.19M 0.55%
24,304
+1,023
+4% +$166K
SLB icon
50
SLB Ltd
SLB
$72.6B
$4.17M 0.54%
63,333
+7,173
+13% +$514K
1
2
3 4 5

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AI
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NCM
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Sumitomo Life Insurance's Q2 2017 Portfolio in Review

As of Q2 2017, Sumitomo Life Insurance held 297 positions worth $767M, up 8.4% from $707M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Sumitomo Life Insurance deployed $40.4M of net new capital in Q2 2017, opening 12 new positions and adding to 222 existing holdings. Its largest new stake was VMware, Inc: 26,768 shares worth $2.34M.

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

On the sell side, the largest reduction was Micron Technology, an estimated $2.29M trimmed.

  • Sumitomo Life Insurance's largest Q2 2017 buy was VMware, Inc: 26,768 shares worth $2.34M.
  • Sumitomo Life Insurance added most to Intel in Q2 2017, an estimated $2.72M increase.
  • Sumitomo Life Insurance's biggest Q2 2017 reduction was Micron Technology, cutting an estimated $2.29M.
  • Sumitomo Life Insurance fully exited CR Bard Inc. in Q2 2017, selling an estimated $2.47M.
  • Sumitomo Life Insurance's ten largest holdings make up 19% of its $767M portfolio in Q2 2017.
  • Sumitomo Life Insurance opened 12 new positions and closed 36 in Q2 2017.
  • Sumitomo Life Insurance's portfolio value rose 8.4% quarter-over-quarter to $767M.

Based on Sumitomo Life Insurance's 13F filing for Q2 2017, filed 27 Jul 2017.