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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
+7.24%
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
$797M
AUM Growth
+$12M
Cap. Flow
-$37M
Cap. Flow %
-4.64%
Top 10 Hldgs %
19.62%
Holding
264
New
6
Increased
29
Reduced
222
Closed
7

Top Buys

Rank Stock Value
1
PYPL icon
PayPal
PYPL
+$2.23M
2
ANSS
Ansys
ANSS
+$1.48M
3
ARE icon
Alexandria Real Estate Equities
ARE
+$1.47M
4
UNP icon
Union Pacific
UNP
+$1.18M
5
TDG icon
TransDigm Group
TDG
+$1.03M

Top Sells

Rank Stock Value
1
BXP icon
Boston Properties
BXP
+$1.83M
2
PXD
Pioneer Natural Resource Co.
PXD
+$1.42M
3
CDNS icon
Cadence Design Systems
CDNS
+$1.37M
4
ST icon
Sensata Technologies
ST
+$1.33M
5
TXN icon
Texas Instruments
TXN
+$1.31M

Sector Composition

Rank Sector Weight
1 Financials 17.13%
2 Technology 16.78%
3 Healthcare 13.56%
4 Consumer Discretionary 10.14%
5 Communication Services 10.01%
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
$6.13M 0.77%
30,945
-1,503
-5% -$285K
VZ icon
27
Verizon
VZ
$214B
$6.11M 0.77%
115,480
-5,611
-5% -$276K
C icon
28
Citigroup
C
$228B
$6.08M 0.76%
81,702
-3,969
-5% -$293K
PEP icon
29
PepsiCo
PEP
$185B
$5.75M 0.72%
47,956
-2,331
-5% -$266K
BA icon
30
Boeing
BA
$166B
$5.73M 0.72%
19,439
-943
-5% -$255K
PM icon
31
Philip Morris
PM
$303B
$5.67M 0.71%
53,702
+3,580
+7% +$381K
UNP icon
32
Union Pacific
UNP
$169B
$5.65M 0.71%
42,164
+9,785
+30% +$1.18M
AVGO icon
33
Broadcom
AVGO
$1.62T
$5.61M 0.7%
218,220
-31,370
-13% -$815K
MA icon
34
Mastercard
MA
$502B
$5.55M 0.7%
36,695
-1,783
-5% -$265K
WMT icon
35
Walmart Inc
WMT
$858B
$5.52M 0.69%
167,700
-8,148
-5% -$249K
MCD icon
36
McDonald's
MCD
$179B
$5.27M 0.66%
30,593
-1,485
-5% -$249K
MRK icon
37
Merck
MRK
$355B
$5.16M 0.65%
96,076
-4,667
-5% -$259K
TMO icon
38
Thermo Fisher Scientific
TMO
$237B
$5.05M 0.63%
26,594
-1,099
-4% -$211K
MO icon
39
Altria Group
MO
$117B
$4.92M 0.62%
68,863
-3,345
-5% -$224K
ADBE icon
40
Adobe
ADBE
$102B
$4.88M 0.61%
27,847
-4,421
-14% -$761K
HON icon
41
Honeywell
HON
$64.5B
$4.56M 0.57%
32,896
-1,598
-5% -$214K
LOW icon
42
Lowe's Companies
LOW
$109B
$4.43M 0.56%
47,665
-9,026
-16% -$746K
MS icon
43
Morgan Stanley
MS
$324B
$4.41M 0.55%
84,033
-3,397
-4% -$172K
ACN icon
44
Accenture
ACN
$118B
$4.37M 0.55%
28,543
-1,387
-5% -$201K
ABT icon
45
Abbott
ABT
$177B
$4.32M 0.54%
75,774
-3,680
-5% -$204K
MDT icon
46
Medtronic
MDT
$120B
$4.24M 0.53%
52,479
-2,550
-5% -$204K
IBM icon
47
IBM
IBM
$234B
$4.23M 0.53%
28,820
-1,401
-5% -$204K
ORCL icon
48
Oracle
ORCL
$424B
$4.14M 0.52%
87,669
-4,259
-5% -$209K
LMT icon
49
Lockheed Martin
LMT
$123B
$4.05M 0.51%
12,631
-541
-4% -$171K
CELG
50
DELISTED
Celgene Corp
CELG
$4.05M 0.51%
38,815
-4,400
-10% -$496K
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 2017 Portfolio in Review

As of Q4 2017, Sumitomo Life Insurance held 264 positions worth $797M, up 1.5% from $785M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Sumitomo Life Insurance withdrew a net $37M in Q4 2017, closing 7 positions and reducing 222 holdings. Its most notable exit was Boston Properties, an estimated $1.83M position sold in full.

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

Against the trend, Sumitomo Life Insurance opened a new position in PayPal worth $2.27M.

  • Sumitomo Life Insurance's largest Q4 2017 buy was PayPal: 30,812 shares worth $2.27M.
  • Sumitomo Life Insurance added most to Union Pacific in Q4 2017, an estimated $1.18M increase.
  • Sumitomo Life Insurance's biggest Q4 2017 reduction was Cadence Design Systems, cutting an estimated $1.37M.
  • Sumitomo Life Insurance fully exited Boston Properties in Q4 2017, selling an estimated $1.83M.
  • Sumitomo Life Insurance's ten largest holdings make up 20% of its $797M portfolio in Q4 2017.
  • Sumitomo Life Insurance opened 6 new positions and closed 7 in Q4 2017.
  • Sumitomo Life Insurance's portfolio value rose 1.5% quarter-over-quarter to $797M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2017, filed 1 Feb 2018.