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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
+8.02%
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
$832M
AUM Growth
+$16.9M
Cap. Flow
-$39.6M
Cap. Flow %
-4.76%
Top 10 Hldgs %
21.5%
Holding
262
New
9
Increased
8
Reduced
242
Closed
3

Top Buys

Rank Stock Value
1
GILD icon
Gilead Sciences
GILD
+$1.58M
2
SIVB
SVB Financial Group
SIVB
+$1.5M
3
TXRH icon
Texas Roadhouse
TXRH
+$1.28M
4
ATVI
Activision Blizzard
ATVI
+$1.21M
5
COR icon
Cencora
COR
+$1.19M

Top Sells

Rank Stock Value
1
JPM icon
JPMorgan Chase
JPM
+$3.91M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.14M
3
MRO
Marathon Oil Corporation
MRO
+$1.46M
4
MCK icon
McKesson
MCK
+$1.33M
5
ABT icon
Abbott
ABT
+$1.25M

Sector Composition

Rank Sector Weight
1 Technology 19.04%
2 Financials 15.7%
3 Healthcare 14.88%
4 Consumer Discretionary 10.69%
5 Communication Services 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNP icon
26
Union Pacific
UNP
$174B
$6.49M 0.78%
39,844
-3,505
-8% -$528K
ADBE icon
27
Adobe
ADBE
$99.5B
$6.47M 0.78%
23,973
-2,331
-9% -$601K
MRK icon
28
Merck
MRK
$322B
$6.38M 0.77%
94,286
-1,606
-2% -$102K
PG icon
29
Procter & Gamble
PG
$336B
$5.83M 0.7%
70,022
-1,191
-2% -$97.4K
C icon
30
Citigroup
C
$222B
$5.75M 0.69%
80,180
-1,365
-2% -$96.5K
DD icon
31
DuPont de Nemours
DD
$18.5B
$5.58M 0.67%
34,231
-3,228
-9% -$555K
TMO icon
32
Thermo Fisher Scientific
TMO
$213B
$5.55M 0.67%
22,743
-2,369
-9% -$545K
CMCSA icon
33
Comcast
CMCSA
$85B
$5.5M 0.66%
155,262
-2,643
-2% -$93.5K
HON icon
34
Honeywell
HON
$77B
$5.4M 0.65%
35,933
-3,085
-8% -$437K
ABBV icon
35
AbbVie
ABBV
$443B
$5.39M 0.65%
57,000
-6,021
-10% -$571K
ACN icon
36
Accenture
ACN
$102B
$5.39M 0.65%
31,654
-537
-2% -$89.4K
PEP icon
37
PepsiCo
PEP
$190B
$5.26M 0.63%
47,064
-802
-2% -$90.8K
PM icon
38
Philip Morris
PM
$297B
$5.22M 0.63%
64,043
-4,400
-6% -$361K
WMT icon
39
Walmart Inc
WMT
$885B
$5.15M 0.62%
164,577
-2,802
-2% -$85.7K
MDT icon
40
Medtronic
MDT
$109B
$5.07M 0.61%
51,501
-878
-2% -$81.2K
MCD icon
41
McDonald's
MCD
$192B
$5.02M 0.6%
30,021
-512
-2% -$82.1K
NVDA icon
42
NVIDIA
NVDA
$4.86T
$4.97M 0.6%
706,920
-12,080
-2% -$78.6K
NKE icon
43
Nike
NKE
$61.9B
$4.83M 0.58%
57,043
-971
-2% -$78K
AVGO icon
44
Broadcom
AVGO
$1.85T
$4.81M 0.58%
194,990
-29,550
-13% -$663K
CRM icon
45
Salesforce
CRM
$151B
$4.74M 0.57%
29,831
-508
-2% -$75.4K
NFLX icon
46
Netflix
NFLX
$299B
$4.72M 0.57%
126,220
-2,140
-2% -$77.7K
AMGN icon
47
Amgen
AMGN
$208B
$4.63M 0.56%
22,341
-381
-2% -$75.1K
COST icon
48
Costco
COST
$422B
$4.51M 0.54%
19,190
-2,460
-11% -$554K
BSX icon
49
Boston Scientific
BSX
$69.5B
$4.46M 0.54%
115,865
-16,154
-12% -$564K
ORCL icon
50
Oracle
ORCL
$374B
$4.44M 0.53%
86,037
-1,465
-2% -$71.2K
1
2
3 4 5

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Sumitomo Life Insurance's Q3 2018 Portfolio in Review

As of Q3 2018, Sumitomo Life Insurance held 262 positions worth $832M, up 2.1% from $815M the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Sumitomo Life Insurance withdrew a net $39.6M in Q3 2018, closing 3 positions and reducing 242 holdings. Its most notable exit was Marathon Oil Corporation, an estimated $1.46M position sold in full.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Sumitomo Life Insurance opened a new position in SVB Financial Group worth $1.48M.

  • Sumitomo Life Insurance's largest Q3 2018 buy was SVB Financial Group: 4,765 shares worth $1.48M.
  • Sumitomo Life Insurance added most to Gilead Sciences in Q3 2018, an estimated $1.58M increase.
  • Sumitomo Life Insurance's biggest Q3 2018 reduction was JPMorgan Chase, cutting an estimated $3.91M.
  • Sumitomo Life Insurance fully exited Marathon Oil Corporation in Q3 2018, selling an estimated $1.46M.
  • Sumitomo Life Insurance's ten largest holdings make up 22% of its $832M portfolio in Q3 2018.
  • Sumitomo Life Insurance opened 9 new positions and closed 3 in Q3 2018.
  • Sumitomo Life Insurance's portfolio value rose 2.1% quarter-over-quarter to $832M.

Based on Sumitomo Life Insurance's 13F filing for Q3 2018, filed 18 Oct 2018.