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SLI

Sumitomo Life Insurance Portfolio holdings

AUM $6.12B
1-Year Est. Return 21.82%
This Fund
S&P 500
This Quarter Est. Return
+4.8%
1 Year Est. Return
+21.82%
3 Year Est. Return
+69.65%
5 Year Est. Return
+75.1%
10 Year Est. Return
+333.11%
AUM
$701M
AUM Growth
+$27.4M
Cap. Flow
+$6.29M
Cap. Flow %
0.9%
Top 10 Hldgs %
18.26%
Holding
299
New
8
Increased
221
Reduced
49
Closed
21

Top Buys

Rank Stock Value
1
WDC icon
Western Digital
WDC
+$1.65M
2
TER icon
Teradyne
TER
+$1.58M
3
CDNS icon
Cadence Design Systems
CDNS
+$1.36M
4
PTC icon
PTC
PTC
+$1.28M
5
IBM icon
IBM
IBM
+$1.25M

Top Sells

Rank Stock Value
1
CTSH icon
Cognizant
CTSH
+$2.05M
2
AGN
Allergan plc
AGN
+$1.85M
3
KMB icon
Kimberly-Clark
KMB
+$1.68M
4
BLOX
Infoblox Inc
BLOX
+$1.58M
5
CAH icon
Cardinal Health
CAH
+$1.4M

Sector Composition

Rank Sector Weight
1 Financials 16.82%
2 Technology 15.1%
3 Healthcare 13.99%
4 Communication Services 10.78%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMGN icon
51
Amgen
AMGN
$203B
$3.62M 0.52%
24,726
-3,490
-12% -$525K
TXN icon
52
Texas Instruments
TXN
$241B
$3.53M 0.5%
48,382
+1,076
+2% +$76.8K
CB icon
53
Chubb
CB
$132B
$3.45M 0.49%
26,097
+6,429
+33% +$820K
MMM icon
54
3M
MMM
$84.9B
$3.45M 0.49%
23,094
+514
+2% +$74.2K
TJX icon
55
TJX Companies
TJX
$137B
$3.42M 0.49%
91,148
+9,154
+11% +$346K
UNP icon
56
Union Pacific
UNP
$169B
$3.33M 0.47%
32,070
-191
-0.6% -$18.8K
TMO icon
57
Thermo Fisher Scientific
TMO
$237B
$3.31M 0.47%
23,491
+612
+3% +$90.2K
NEE icon
58
NextEra Energy
NEE
$169B
$3.31M 0.47%
110,828
+4,808
+5% +$144K
BA icon
59
Boeing
BA
$166B
$3.29M 0.47%
21,114
+3,682
+21% +$538K
MS icon
60
Morgan Stanley
MS
$324B
$3.24M 0.46%
76,667
+16,701
+28% +$632K
TWX
61
DELISTED
Time Warner Inc
TWX
$3.21M 0.46%
33,226
+739
+2% +$65.8K
COP icon
62
ConocoPhillips
COP
$170B
$3.18M 0.45%
63,374
+1,593
+3% +$73.5K
ADBE icon
63
Adobe
ADBE
$102B
$3.16M 0.45%
30,718
+4,636
+18% +$491K
PNC icon
64
PNC Financial Services
PNC
$96.1B
$3.14M 0.45%
26,852
+597
+2% +$62.1K
NVDA icon
65
NVIDIA
NVDA
$5.12T
$3.13M 0.45%
1,173,960
-266,160
-18% -$556K
AIG icon
66
American International
AIG
$39.7B
$3.09M 0.44%
47,329
+1,053
+2% +$66.1K
RTX icon
67
RTX Corp
RTX
$263B
$3.03M 0.43%
43,915
+15,561
+55% +$1.03M
DFS
68
DELISTED
Discover Financial Services
DFS
$2.9M 0.41%
40,214
+1,089
+3% +$69.2K
ELV icon
69
Elevance Health
ELV
$90.6B
$2.9M 0.41%
20,162
+5,300
+36% +$710K
BKNG icon
70
Booking.com
BKNG
$129B
$2.82M 0.4%
48,100
+7,600
+19% +$454K
ITW icon
71
Illinois Tool Works
ITW
$76.5B
$2.81M 0.4%
22,924
+509
+2% +$61.5K
UPS icon
72
United Parcel Service
UPS
$87.1B
$2.76M 0.39%
24,055
+535
+2% +$60.3K
MU icon
73
Micron Technology
MU
$1.05T
$2.73M 0.39%
124,628
+3,198
+3% +$60.1K
EOG icon
74
EOG Resources
EOG
$80.6B
$2.73M 0.39%
26,996
+693
+3% +$67.5K
GILD icon
75
Gilead Sciences
GILD
$181B
$2.64M 0.38%
36,908
+820
+2% +$60.9K
1 2
3
4 5

Similar funds

MF
Milford Funds Auckland $6.14B AUM
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Sumitomo Life Insurance's Q4 2016 Portfolio in Review

As of Q4 2016, Sumitomo Life Insurance held 299 positions worth $701M, up 4.1% from $674M the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Sumitomo Life Insurance's Q4 2016 filing shows 8 new, 221 increased, 49 reduced and 21 closed positions. Its largest new stake was Teradyne: 66,681 shares worth $1.69M. The largest sale was Cognizant, an estimated $2.05M.

By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 15% a quarter earlier, followed by Technology and Healthcare.

  • Sumitomo Life Insurance's largest Q4 2016 buy was Teradyne: 66,681 shares worth $1.69M.
  • Sumitomo Life Insurance added most to Western Digital in Q4 2016, an estimated $1.65M increase.
  • Sumitomo Life Insurance's biggest Q4 2016 reduction was Allergan plc, cutting an estimated $1.85M.
  • Sumitomo Life Insurance fully exited Cognizant in Q4 2016, selling an estimated $2.05M.
  • Sumitomo Life Insurance's ten largest holdings make up 18% of its $701M portfolio in Q4 2016.
  • Sumitomo Life Insurance opened 8 new positions and closed 21 in Q4 2016.
  • Sumitomo Life Insurance's portfolio value rose 4.1% quarter-over-quarter to $701M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2016, filed 27 Jan 2017.