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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
+14.54%
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
$744M
AUM Growth
+$22.4M
Cap. Flow
-$72M
Cap. Flow %
-9.68%
Top 10 Hldgs %
20.5%
Holding
262
New
7
Increased
15
Reduced
236
Closed
4

Top Buys

Rank Stock Value
1
TOL icon
Toll Brothers
TOL
+$1.21M
2
KEYS icon
Keysight
KEYS
+$1.2M
3
APC
Anadarko Petroleum
APC
+$1.12M
4
BABA icon
Alibaba
BABA
+$1.04M
5
KEY icon
KeyCorp
KEY
+$982K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.79M
2
MSFT icon
Microsoft
MSFT
+$2.68M
3
AMZN icon
Amazon
AMZN
+$2.15M
4
RHT
Red Hat Inc
RHT
+$1.65M
5
BAC icon
Bank of America
BAC
+$1.64M

Sector Composition

Rank Sector Weight
1 Technology 18.51%
2 Financials 15.24%
3 Healthcare 14.29%
4 Consumer Discretionary 10.86%
5 Communication Services 9.72%
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 0.82%
30,494
-3,447
-10% -$696K
CMCSA icon
27
Comcast
CMCSA
$87.2B
$6.12M 0.82%
153,146
-16,162
-10% -$608K
T icon
28
AT&T
T
$162B
$5.95M 0.8%
250,983
-28,386
-10% -$653K
ADBE icon
29
Adobe
ADBE
$99.9B
$5.75M 0.77%
21,589
-2,225
-9% -$561K
TMO icon
30
Thermo Fisher Scientific
TMO
$213B
$5.54M 0.74%
20,234
-2,294
-10% -$571K
PEP icon
31
PepsiCo
PEP
$191B
$5.31M 0.71%
43,310
-4,899
-10% -$558K
UNP icon
32
Union Pacific
UNP
$173B
$5.3M 0.71%
31,695
-6,684
-17% -$1.08M
AVGO icon
33
Broadcom
AVGO
$1.87T
$5.27M 0.71%
175,250
-17,990
-9% -$488K
MCD icon
34
McDonald's
MCD
$188B
$5.25M 0.71%
27,627
-3,125
-10% -$567K
ACN icon
35
Accenture
ACN
$101B
$5.13M 0.69%
29,129
-3,295
-10% -$518K
PM icon
36
Philip Morris
PM
$292B
$5.03M 0.68%
56,883
-6,857
-11% -$552K
PYPL icon
37
PayPal
PYPL
$49.5B
$4.79M 0.64%
46,168
-5,222
-10% -$494K
HON icon
38
Honeywell
HON
$78.2B
$4.75M 0.64%
31,738
-3,133
-9% -$438K
IBM icon
39
IBM
IBM
$213B
$4.6M 0.62%
34,071
-3,820
-10% -$487K
C icon
40
Citigroup
C
$224B
$4.59M 0.62%
73,785
-8,346
-10% -$518K
WMT icon
41
Walmart Inc
WMT
$881B
$4.44M 0.6%
136,503
-15,303
-10% -$496K
NKE icon
42
Nike
NKE
$63.3B
$4.42M 0.59%
52,493
-5,937
-10% -$490K
CRM icon
43
Salesforce
CRM
$152B
$4.35M 0.58%
27,452
-3,105
-10% -$481K
NEE icon
44
NextEra Energy
NEE
$181B
$4.33M 0.58%
89,624
-9,020
-9% -$412K
MDT icon
45
Medtronic
MDT
$111B
$4.32M 0.58%
47,393
-5,361
-10% -$480K
ORCL icon
46
Oracle
ORCL
$409B
$4.25M 0.57%
79,173
-8,957
-10% -$456K
ABT icon
47
Abbott
ABT
$185B
$4.16M 0.56%
52,030
-5,530
-10% -$411K
NFLX icon
48
Netflix
NFLX
$305B
$4.14M 0.56%
116,150
-13,460
-10% -$467K
DHR icon
49
Danaher
DHR
$139B
$4.12M 0.55%
35,200
-3,735
-10% -$383K
COST icon
50
Costco
COST
$423B
$4.09M 0.55%
16,913
-1,736
-9% -$380K
1
2
3 4 5

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AI
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NCM
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DT
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Sumitomo Life Insurance's Q1 2019 Portfolio in Review

As of Q1 2019, Sumitomo Life Insurance held 262 positions worth $744M, up 3.1% from $722M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Sumitomo Life Insurance withdrew a net $72M in Q1 2019, closing 4 positions and reducing 236 holdings. Its most notable exit was Juniper Networks, an estimated $1.5M 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 Toll Brothers worth $1.22M.

  • Sumitomo Life Insurance's largest Q1 2019 buy was Toll Brothers: 33,777 shares worth $1.22M.
  • Sumitomo Life Insurance added most to Anadarko Petroleum in Q1 2019, an estimated $1.12M increase.
  • Sumitomo Life Insurance's biggest Q1 2019 reduction was Apple, cutting an estimated $2.79M.
  • Sumitomo Life Insurance fully exited Juniper Networks in Q1 2019, selling an estimated $1.5M.
  • Sumitomo Life Insurance's ten largest holdings make up 20% of its $744M portfolio in Q1 2019.
  • Sumitomo Life Insurance opened 7 new positions and closed 4 in Q1 2019.
  • Sumitomo Life Insurance's portfolio value rose 3.1% quarter-over-quarter to $744M.

Based on Sumitomo Life Insurance's 13F filing for Q1 2019, filed 17 Apr 2019.