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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
+6.14%
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
$1.07B
AUM Growth
+$28.5M
Cap. Flow
-$22.7M
Cap. Flow %
-2.12%
Top 10 Hldgs %
17.07%
Holding
262
New
13
Increased
54
Reduced
189
Closed
6

Top Buys

Rank Stock Value
1
TMO icon
Thermo Fisher Scientific
TMO
+$4.93M
2
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$4.02M
3
ETN icon
Eaton
ETN
+$3.9M
4
TJX icon
TJX Companies
TJX
+$2.45M
5
WHR icon
Whirlpool
WHR
+$2.3M

Top Sells

Rank Stock Value
1
NWSA
NEWS CORPORATION CL-A
NWSA
+$4.3M
2
AGN
Allergan Inc
AGN
+$3.67M
3
STI
SunTrust Banks, Inc.
STI
+$2.72M
4
T icon
AT&T
T
+$2.18M
5
PCG icon
PG&E
PCG
+$1.9M

Sector Composition

Rank Sector Weight
1 Financials 15.29%
2 Healthcare 14.03%
3 Technology 13.21%
4 Energy 10.68%
5 Industrials 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
51
Abbott
ABT
$183B
$5.38M 0.5%
162,153
+32,776
+25% +$1.15M
EBAY icon
52
eBay
EBAY
$50.6B
$5.34M 0.5%
227,552
-8,703
-4% -$195K
PNC icon
53
PNC Financial Services
PNC
$99.7B
$5.31M 0.49%
73,235
+966
+1% +$72.1K
CMCSA icon
54
Comcast
CMCSA
$85B
$5.03M 0.47%
222,756
-8,504
-4% -$185K
TMO icon
55
Thermo Fisher Scientific
TMO
$213B
$5.03M 0.47%
+54,564
New +$4.93M
GS icon
56
Goldman Sachs
GS
$300B
$5M 0.47%
31,614
-4,355
-12% -$701K
LOW icon
57
Lowe's Companies
LOW
$117B
$4.91M 0.46%
103,060
-18,292
-15% -$830K
MON
58
DELISTED
Monsanto Co
MON
$4.83M 0.45%
46,287
-1,691
-4% -$170K
OXY icon
59
Occidental Petroleum
OXY
$56.8B
$4.82M 0.45%
53,810
-2,051
-4% -$176K
SBUX icon
60
Starbucks
SBUX
$120B
$4.81M 0.45%
125,032
-4,780
-4% -$172K
MA icon
61
Mastercard
MA
$502B
$4.8M 0.45%
71,400
-2,750
-4% -$173K
MO icon
62
Altria Group
MO
$114B
$4.77M 0.45%
138,976
-5,313
-4% -$187K
NKE icon
63
Nike
NKE
$61.9B
$4.72M 0.44%
129,846
-4,962
-4% -$162K
DHR icon
64
Danaher
DHR
$137B
$4.68M 0.44%
100,393
+2,529
+3% +$115K
DD
65
DELISTED
Du Pont De Nemours E I
DD
$4.67M 0.44%
83,943
+1,608
+2% +$87.8K
ESRX
66
DELISTED
Express Scripts Holding Company
ESRX
$4.62M 0.43%
74,841
+5,202
+7% +$336K
EMC
67
DELISTED
EMC CORPORATION
EMC
$4.59M 0.43%
179,486
-6,847
-4% -$178K
BIIB icon
68
Biogen
BIIB
$30B
$4.58M 0.43%
19,027
+1,781
+10% +$399K
CVS icon
69
CVS Health
CVS
$133B
$4.58M 0.43%
80,608
-3,076
-4% -$183K
CB icon
70
Chubb
CB
$135B
$4.51M 0.42%
48,256
+1,711
+4% +$156K
MS icon
71
Morgan Stanley
MS
$331B
$4.51M 0.42%
167,507
-8,947
-5% -$240K
EOG icon
72
EOG Resources
EOG
$79.2B
$4.48M 0.42%
52,958
-2,028
-4% -$157K
NOV icon
73
NOV
NOV
$6.93B
$4.32M 0.4%
61,329
+4,936
+9% +$330K
MDLZ icon
74
Mondelez International
MDLZ
$79.5B
$4.3M 0.4%
136,945
-4,995
-4% -$155K
TFCFA
75
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$4.28M 0.4%
+127,841
New +$4.02M
1 2
3
4 5

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AI
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NCM
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Sumitomo Life Insurance's Q3 2013 Portfolio in Review

As of Q3 2013, Sumitomo Life Insurance held 262 positions worth $1.07B, up 2.7% from $1.04B the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Sumitomo Life Insurance's Q3 2013 filing shows 13 new, 54 increased, 189 reduced and 6 closed positions. Its largest new stake was Thermo Fisher Scientific: 54,564 shares worth $5.03M. The largest sale was NEWS CORPORATION CL-A, an estimated $4.3M.

By sector, the portfolio is most concentrated in Financials at 15% of assets, down from 16% a quarter earlier, followed by Healthcare and Technology.

  • Sumitomo Life Insurance's largest Q3 2013 buy was Thermo Fisher Scientific: 54,564 shares worth $5.03M.
  • Sumitomo Life Insurance added most to AbbVie in Q3 2013, an estimated $1.61M increase.
  • Sumitomo Life Insurance's biggest Q3 2013 reduction was AT&T, cutting an estimated $2.18M.
  • Sumitomo Life Insurance fully exited NEWS CORPORATION CL-A in Q3 2013, selling an estimated $4.3M.
  • Sumitomo Life Insurance's ten largest holdings make up 17% of its $1.07B portfolio in Q3 2013.
  • Sumitomo Life Insurance opened 13 new positions and closed 6 in Q3 2013.
  • Sumitomo Life Insurance's portfolio value rose 2.7% quarter-over-quarter to $1.07B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2013, filed 13 Nov 2013.