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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
+4.92%
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
$785M
AUM Growth
+$18.4M
Cap. Flow
-$14M
Cap. Flow %
-1.79%
Top 10 Hldgs %
18.69%
Holding
270
New
9
Increased
24
Reduced
225
Closed
12

Top Buys

Rank Stock Value
1
TFC icon
Truist Financial
TFC
+$3.46M
2
KO icon
Coca-Cola
KO
+$2.34M
3
SNPS icon
Synopsys
SNPS
+$2.34M
4
DD icon
DuPont de Nemours
DD
+$1.5M
5
EL icon
Estee Lauder
EL
+$1.49M

Top Sells

Rank Stock Value
1
TWX
Time Warner Inc
TWX
+$2.46M
2
JCI icon
Johnson Controls International
JCI
+$2.03M
3
NOC icon
Northrop Grumman
NOC
+$1.85M
4
RAI
Reynolds American Inc
RAI
+$1.82M
5
AXP icon
American Express
AXP
+$1.63M

Sector Composition

Rank Sector Weight
1 Financials 16.75%
2 Technology 16.6%
3 Healthcare 14.27%
4 Communication Services 10.39%
5 Consumer Discretionary 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
26
Broadcom
AVGO
$1.62T
$6.05M 0.77%
249,590
-5,600
-2% -$138K
CSCO icon
27
Cisco
CSCO
$434B
$5.99M 0.76%
178,245
-3,245
-2% -$103K
VZ icon
28
Verizon
VZ
$214B
$5.99M 0.76%
121,091
-2,205
-2% -$104K
BRK.B icon
29
Berkshire Hathaway Class B
BRK.B
$1.11T
$5.95M 0.76%
32,448
-586
-2% -$104K
GE icon
30
GE Aerospace
GE
$319B
$5.83M 0.74%
50,299
-916
-2% -$111K
DIS icon
31
Walt Disney
DIS
$184B
$5.78M 0.74%
58,665
+14,000
+31% +$1.44M
PEP icon
32
PepsiCo
PEP
$185B
$5.6M 0.71%
50,287
-915
-2% -$106K
PM icon
33
Philip Morris
PM
$303B
$5.56M 0.71%
50,122
-905
-2% -$105K
MA icon
34
Mastercard
MA
$502B
$5.43M 0.69%
38,478
-695
-2% -$92K
ABBV icon
35
AbbVie
ABBV
$465B
$5.28M 0.67%
59,413
+3,452
+6% +$263K
TMO icon
36
Thermo Fisher Scientific
TMO
$237B
$5.24M 0.67%
27,693
-1,359
-5% -$246K
BA icon
37
Boeing
BA
$166B
$5.18M 0.66%
20,382
-372
-2% -$86.7K
USB icon
38
US Bancorp
USB
$96.9B
$5.05M 0.64%
94,251
-2,099
-2% -$110K
MCD icon
39
McDonald's
MCD
$179B
$5.03M 0.64%
32,078
-583
-2% -$91.4K
BKNG icon
40
Booking.com
BKNG
$129B
$4.85M 0.62%
66,275
-1,550
-2% -$118K
ADBE icon
41
Adobe
ADBE
$102B
$4.81M 0.61%
32,268
-686
-2% -$102K
WMT icon
42
Walmart Inc
WMT
$858B
$4.58M 0.58%
175,848
-3,198
-2% -$83.9K
MO icon
43
Altria Group
MO
$117B
$4.58M 0.58%
72,208
-12,904
-15% -$860K
LOW icon
44
Lowe's Companies
LOW
$109B
$4.53M 0.58%
56,691
-1,262
-2% -$96.6K
AMGN icon
45
Amgen
AMGN
$203B
$4.45M 0.57%
23,871
-433
-2% -$76.7K
ORCL icon
46
Oracle
ORCL
$404B
$4.45M 0.57%
91,928
-1,675
-2% -$83.3K
HON icon
47
Honeywell
HON
$64.5B
$4.42M 0.56%
34,494
-625
-2% -$77.5K
SLB icon
48
SLB Ltd
SLB
$80.4B
$4.32M 0.55%
61,935
-1,398
-2% -$92.4K
MDT icon
49
Medtronic
MDT
$120B
$4.28M 0.55%
55,029
-994
-2% -$82.5K
ABT icon
50
Abbott
ABT
$177B
$4.24M 0.54%
79,454
-1,462
-2% -$73.4K
1
2
3 4 5

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LP
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PAMP
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WCM
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MOS
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NLI
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WIA
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Sumitomo Life Insurance's Q3 2017 Portfolio in Review

As of Q3 2017, Sumitomo Life Insurance held 270 positions worth $785M, up 2.4% from $767M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Sumitomo Life Insurance's Q3 2017 filing shows 9 new, 24 increased, 225 reduced and 12 closed positions. Its largest new stake was Truist Financial: 75,196 shares worth $3.53M. The largest sale was Time Warner Inc, an estimated $2.46M.

By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 16% a quarter earlier, followed by Technology and Healthcare.

  • Sumitomo Life Insurance's largest Q3 2017 buy was Truist Financial: 75,196 shares worth $3.53M.
  • Sumitomo Life Insurance added most to Coca-Cola in Q3 2017, an estimated $2.34M increase.
  • Sumitomo Life Insurance's biggest Q3 2017 reduction was Time Warner Inc, cutting an estimated $2.46M.
  • Sumitomo Life Insurance fully exited Johnson Controls International in Q3 2017, selling an estimated $2.03M.
  • Sumitomo Life Insurance's ten largest holdings make up 19% of its $785M portfolio in Q3 2017.
  • Sumitomo Life Insurance opened 9 new positions and closed 12 in Q3 2017.
  • Sumitomo Life Insurance's portfolio value rose 2.4% quarter-over-quarter to $785M.

Based on Sumitomo Life Insurance's 13F filing for Q3 2017, filed 17 Oct 2017.