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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
+4.09%
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
$815M
AUM Growth
+$58.9M
Cap. Flow
+$34.9M
Cap. Flow %
4.28%
Top 10 Hldgs %
21.17%
Holding
260
New
5
Increased
231
Reduced
17
Closed
7

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$2.46M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.77M
3
VC icon
Visteon
VC
+$1.73M
4
MSFT icon
Microsoft
MSFT
+$1.49M
5
WFC icon
Wells Fargo
WFC
+$1.43M

Top Sells

Rank Stock Value
1
AZO icon
AutoZone
AZO
+$1.56M
2
MON
Monsanto Co
MON
+$1.54M
3
TWX
Time Warner Inc
TWX
+$1.48M
4
ULTA icon
Ulta Beauty
ULTA
+$1.48M
5
LOW icon
Lowe's Companies
LOW
+$1.33M

Sector Composition

Rank Sector Weight
1 Technology 18.05%
2 Financials 16.2%
3 Healthcare 13.75%
4 Consumer Discretionary 10.64%
5 Communication Services 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DD icon
26
DuPont de Nemours
DD
$18.7B
$6.25M 0.77%
37,459
+2,521
+7% +$422K
UNP icon
27
Union Pacific
UNP
$172B
$6.14M 0.75%
43,349
+2,957
+7% +$412K
ABBV icon
28
AbbVie
ABBV
$455B
$5.84M 0.72%
63,021
+2,934
+5% +$287K
VZ icon
29
Verizon
VZ
$193B
$5.8M 0.71%
115,260
+4,652
+4% +$225K
PG icon
30
Procter & Gamble
PG
$335B
$5.56M 0.68%
71,213
+2,872
+4% +$216K
MRK icon
31
Merck
MRK
$321B
$5.55M 0.68%
95,892
+3,870
+4% +$218K
PM icon
32
Philip Morris
PM
$299B
$5.53M 0.68%
68,443
+4,321
+7% +$367K
C icon
33
Citigroup
C
$222B
$5.46M 0.67%
81,545
+3,289
+4% +$226K
AVGO icon
34
Broadcom
AVGO
$1.85T
$5.45M 0.67%
224,540
+15,530
+7% +$381K
ACN icon
35
Accenture
ACN
$99.9B
$5.27M 0.65%
32,191
+4,852
+18% +$755K
PEP icon
36
PepsiCo
PEP
$191B
$5.21M 0.64%
47,866
+1,932
+4% +$200K
TMO icon
37
Thermo Fisher Scientific
TMO
$214B
$5.2M 0.64%
25,112
+1,742
+7% +$370K
CMCSA icon
38
Comcast
CMCSA
$84B
$5.18M 0.64%
157,905
+6,312
+4% +$206K
HON icon
39
Honeywell
HON
$76.7B
$5.08M 0.62%
39,018
+7,510
+24% +$999K
NFLX icon
40
Netflix
NFLX
$305B
$5.02M 0.62%
128,360
+5,170
+4% +$176K
MCD icon
41
McDonald's
MCD
$191B
$4.78M 0.59%
30,533
+1,232
+4% +$200K
WMT icon
42
Walmart Inc
WMT
$884B
$4.78M 0.59%
167,379
+6,213
+4% +$177K
NKE icon
43
Nike
NKE
$62.7B
$4.62M 0.57%
58,014
+2,342
+4% +$165K
ABT icon
44
Abbott
ABT
$183B
$4.61M 0.57%
75,628
+3,051
+4% +$185K
COST icon
45
Costco
COST
$423B
$4.52M 0.55%
21,650
+1,687
+8% +$333K
MDT icon
46
Medtronic
MDT
$110B
$4.48M 0.55%
52,379
+2,114
+4% +$177K
NEE icon
47
NextEra Energy
NEE
$183B
$4.35M 0.53%
104,132
+19,520
+23% +$788K
BSX icon
48
Boston Scientific
BSX
$68.4B
$4.32M 0.53%
132,019
+10,740
+9% +$324K
NVDA icon
49
NVIDIA
NVDA
$4.72T
$4.26M 0.52%
719,000
+29,000
+4% +$176K
AMGN icon
50
Amgen
AMGN
$209B
$4.19M 0.51%
22,722
+919
+4% +$163K
1
2
3 4 5

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Sumitomo Life Insurance's Q2 2018 Portfolio in Review

As of Q2 2018, Sumitomo Life Insurance held 260 positions worth $815M, up 7.8% from $756M the previous quarter. Its ten largest holdings account for 21% of the portfolio.

Sumitomo Life Insurance deployed $34.9M of net new capital in Q2 2018, opening 5 new positions and adding to 231 existing holdings. Its largest new stake was Visteon: 13,843 shares worth $1.79M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 18% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Ulta Beauty, an estimated $1.48M trimmed.

  • Sumitomo Life Insurance's largest Q2 2018 buy was Visteon: 13,843 shares worth $1.79M.
  • Sumitomo Life Insurance added most to ExxonMobil in Q2 2018, an estimated $2.46M increase.
  • Sumitomo Life Insurance's biggest Q2 2018 reduction was Ulta Beauty, cutting an estimated $1.48M.
  • Sumitomo Life Insurance fully exited AutoZone in Q2 2018, selling an estimated $1.56M.
  • Sumitomo Life Insurance's ten largest holdings make up 21% of its $815M portfolio in Q2 2018.
  • Sumitomo Life Insurance opened 5 new positions and closed 7 in Q2 2018.
  • Sumitomo Life Insurance's portfolio value rose 7.8% quarter-over-quarter to $815M.

Based on Sumitomo Life Insurance's 13F filing for Q2 2018, filed 23 Jul 2018.