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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
-12.16%
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
$722M
AUM Growth
-$111M
Cap. Flow
+$2.78M
Cap. Flow %
0.38%
Top 10 Hldgs %
20.19%
Holding
261
New
2
Increased
191
Reduced
62
Closed
6

Top Buys

Rank Stock Value
1
IBM icon
IBM
IBM
+$1.15M
2
VFC icon
VF Corp
VFC
+$1.14M
3
DVN icon
Devon Energy
DVN
+$1.04M
4
CY
Cypress Semiconductor
CY
+$1.03M
5
CI icon
Cigna
CI
+$783K

Top Sells

Rank Stock Value
1
AET
Aetna Inc
AET
+$2.17M
2
SYK icon
Stryker
SYK
+$1.79M
3
DD icon
DuPont de Nemours
DD
+$1.57M
4
ESRX
Express Scripts Holding Company
ESRX
+$1.43M
5
ADI icon
Analog Devices
ADI
+$1.41M

Sector Composition

Rank Sector Weight
1 Technology 17.79%
2 Financials 15.88%
3 Healthcare 15.6%
4 Consumer Discretionary 10.3%
5 Communication Services 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BA icon
26
Boeing
BA
$171B
$6.3M 0.87%
19,541
+464
+2% +$160K
T icon
27
AT&T
T
$159B
$6.02M 0.83%
279,369
+6,633
+2% +$154K
CMCSA icon
28
Comcast
CMCSA
$85B
$5.76M 0.8%
169,308
+14,046
+9% +$513K
MCD icon
29
McDonald's
MCD
$192B
$5.46M 0.76%
30,752
+731
+2% +$130K
ADBE icon
30
Adobe
ADBE
$99.5B
$5.39M 0.75%
23,814
-159
-0.7% -$38.4K
PEP icon
31
PepsiCo
PEP
$190B
$5.33M 0.74%
48,209
+1,145
+2% +$129K
UNP icon
32
Union Pacific
UNP
$174B
$5.3M 0.74%
38,379
-1,465
-4% -$217K
TMO icon
33
Thermo Fisher Scientific
TMO
$213B
$5.04M 0.7%
22,528
-215
-0.9% -$50.4K
ABBV icon
34
AbbVie
ABBV
$443B
$4.99M 0.69%
54,112
-2,888
-5% -$254K
AVGO icon
35
Broadcom
AVGO
$1.85T
$4.91M 0.68%
193,240
-1,750
-0.9% -$41.3K
MDT icon
36
Medtronic
MDT
$109B
$4.8M 0.67%
52,754
+1,253
+2% +$117K
WMT icon
37
Walmart Inc
WMT
$885B
$4.71M 0.65%
151,806
-12,771
-8% -$409K
ACN icon
38
Accenture
ACN
$102B
$4.57M 0.63%
32,424
+770
+2% +$122K
AMGN icon
39
Amgen
AMGN
$208B
$4.46M 0.62%
22,884
+543
+2% +$106K
HON icon
40
Honeywell
HON
$77B
$4.34M 0.6%
34,871
-1,062
-3% -$145K
NKE icon
41
Nike
NKE
$61.9B
$4.33M 0.6%
58,430
+1,387
+2% +$104K
PYPL icon
42
PayPal
PYPL
$48.9B
$4.32M 0.6%
51,390
+1,221
+2% +$102K
NEE icon
43
NextEra Energy
NEE
$181B
$4.29M 0.59%
98,644
+2,844
+3% +$124K
C icon
44
Citigroup
C
$222B
$4.28M 0.59%
82,131
+1,951
+2% +$124K
PM icon
45
Philip Morris
PM
$297B
$4.25M 0.59%
63,740
-303
-0.5% -$25.3K
CRM icon
46
Salesforce
CRM
$151B
$4.18M 0.58%
30,557
+726
+2% +$99.9K
ABT icon
47
Abbott
ABT
$183B
$4.16M 0.58%
57,560
+1,021
+2% +$71.8K
IBM icon
48
IBM
IBM
$211B
$4.12M 0.57%
37,891
+9,607
+34% +$1.15M
ORCL icon
49
Oracle
ORCL
$374B
$3.98M 0.55%
88,130
+2,093
+2% +$100K
BSX icon
50
Boston Scientific
BSX
$69.5B
$3.87M 0.54%
109,607
-6,258
-5% -$227K
1
2
3 4 5

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AI
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NCM
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DT
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IWM
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CW
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Sumitomo Life Insurance's Q4 2018 Portfolio in Review

As of Q4 2018, Sumitomo Life Insurance held 261 positions worth $722M, down 13% from $832M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Trading was light in Q4 2018: portfolio turnover was 3.1%. Sumitomo Life Insurance opened 2 new positions and exited 6, leaving the 261-position portfolio largely intact.

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

  • Sumitomo Life Insurance's largest Q4 2018 buy was VF Corp: 14,880 shares worth $1M.
  • Sumitomo Life Insurance added most to IBM in Q4 2018, an estimated $1.15M increase.
  • Sumitomo Life Insurance's biggest Q4 2018 reduction was DuPont de Nemours, cutting an estimated $1.57M.
  • Sumitomo Life Insurance fully exited Aetna Inc in Q4 2018, selling an estimated $2.17M.
  • Sumitomo Life Insurance's ten largest holdings make up 20% of its $722M portfolio in Q4 2018.
  • Sumitomo Life Insurance opened 2 new positions and closed 6 in Q4 2018.
  • Sumitomo Life Insurance's portfolio value fell 13% quarter-over-quarter to $722M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2018, filed 24 Jan 2019.