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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
+3.2%
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
$767M
AUM Growth
+$59.2M
Cap. Flow
+$40.4M
Cap. Flow %
5.27%
Top 10 Hldgs %
18.54%
Holding
297
New
12
Increased
222
Reduced
27
Closed
36

Top Buys

Rank Stock Value
1
INTC icon
Intel
INTC
+$2.72M
2
VMW
VMware, Inc
VMW
+$2.47M
3
PE
PARSLEY ENERGY INC
PE
+$2.29M
4
BC icon
Brunswick
BC
+$2.28M
5
ADI icon
Analog Devices
ADI
+$2.11M

Top Sells

Rank Stock Value
1
BCR
CR Bard Inc.
BCR
+$2.47M
2
MU icon
Micron Technology
MU
+$2.29M
3
BNY
Bank of New York Mellon
BNY
+$1.91M
4
NDAQ icon
Nasdaq
NDAQ
+$1.86M
5
TEL icon
TE Connectivity
TEL
+$1.86M

Sector Composition

Rank Sector Weight
1 Financials 16.08%
2 Technology 15.57%
3 Healthcare 14.22%
4 Communication Services 10.55%
5 Consumer Discretionary 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BA icon
51
Boeing
BA
$175B
$4.1M 0.54%
20,754
+875
+4% +$163K
ABBV icon
52
AbbVie
ABBV
$455B
$4.06M 0.53%
55,961
+2,609
+5% +$175K
MS icon
53
Morgan Stanley
MS
$330B
$3.98M 0.52%
89,380
+8,795
+11% +$379K
SBUX icon
54
Starbucks
SBUX
$121B
$3.96M 0.52%
67,821
+2,858
+4% +$173K
ABT icon
55
Abbott
ABT
$183B
$3.93M 0.51%
80,916
+38,775
+92% +$1.76M
ACN icon
56
Accenture
ACN
$99.9B
$3.77M 0.49%
30,476
+1,283
+4% +$156K
CB icon
57
Chubb
CB
$135B
$3.76M 0.49%
25,860
+384
+2% +$54K
BSX icon
58
Boston Scientific
BSX
$68.4B
$3.73M 0.49%
134,584
+15,031
+13% +$399K
NKE icon
59
Nike
NKE
$62.7B
$3.66M 0.48%
62,058
+2,632
+4% +$142K
TXN icon
60
Texas Instruments
TXN
$255B
$3.66M 0.48%
47,559
+2,005
+4% +$161K
RTN
61
DELISTED
Raytheon Company
RTN
$3.63M 0.47%
22,480
+8,365
+59% +$1.33M
MMM icon
62
3M
MMM
$90.8B
$3.59M 0.47%
20,632
+872
+4% +$146K
DHR icon
63
Danaher
DHR
$138B
$3.55M 0.46%
47,472
+13,741
+41% +$1.03M
ETN icon
64
Eaton
ETN
$150B
$3.44M 0.45%
44,198
+7,665
+21% +$584K
SCHW
65
Charles Schwab
SCHW
$181B
$3.33M 0.43%
77,609
+29,944
+63% +$1.2M
RTX icon
66
RTX Corp
RTX
$289B
$3.32M 0.43%
43,167
+1,820
+4% +$136K
NEE icon
67
NextEra Energy
NEE
$183B
$3.3M 0.43%
94,304
-16,520
-15% -$565K
PNC icon
68
PNC Financial Services
PNC
$99.2B
$3.3M 0.43%
26,394
+1,113
+4% +$134K
TWX
69
DELISTED
Time Warner Inc
TWX
$3.28M 0.43%
32,661
+1,377
+4% +$136K
ADP icon
70
Automatic Data Processing
ADP
$105B
$3.21M 0.42%
31,285
+11,721
+60% +$1.19M
EA icon
71
Electronic Arts
EA
$52.9B
$3.19M 0.42%
30,132
+2,993
+11% +$308K
ZTS icon
72
Zoetis
ZTS
$31.9B
$3.15M 0.41%
50,412
+11,746
+30% +$694K
BMY icon
73
Bristol-Myers Squibb
BMY
$132B
$3.12M 0.41%
55,980
+2,375
+4% +$129K
QCOM icon
74
Qualcomm
QCOM
$159B
$3.1M 0.4%
56,103
+2,365
+4% +$132K
UNP icon
75
Union Pacific
UNP
$172B
$3.08M 0.4%
28,309
+1,320
+5% +$144K
1 2
3
4 5

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AI
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NCM
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DT
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AC
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IWM
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CW
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Sumitomo Life Insurance's Q2 2017 Portfolio in Review

As of Q2 2017, Sumitomo Life Insurance held 297 positions worth $767M, up 8.4% from $707M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Sumitomo Life Insurance deployed $40.4M of net new capital in Q2 2017, opening 12 new positions and adding to 222 existing holdings. Its largest new stake was VMware, Inc: 26,768 shares worth $2.34M.

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

On the sell side, the largest reduction was Micron Technology, an estimated $2.29M trimmed.

  • Sumitomo Life Insurance's largest Q2 2017 buy was VMware, Inc: 26,768 shares worth $2.34M.
  • Sumitomo Life Insurance added most to Intel in Q2 2017, an estimated $2.72M increase.
  • Sumitomo Life Insurance's biggest Q2 2017 reduction was Micron Technology, cutting an estimated $2.29M.
  • Sumitomo Life Insurance fully exited CR Bard Inc. in Q2 2017, selling an estimated $2.47M.
  • Sumitomo Life Insurance's ten largest holdings make up 19% of its $767M portfolio in Q2 2017.
  • Sumitomo Life Insurance opened 12 new positions and closed 36 in Q2 2017.
  • Sumitomo Life Insurance's portfolio value rose 8.4% quarter-over-quarter to $767M.

Based on Sumitomo Life Insurance's 13F filing for Q2 2017, filed 27 Jul 2017.