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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
+4.92%
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
$785M
AUM Growth
+$18.4M
Cap. Flow
-$14M
Cap. Flow %
-1.79%
Top 10 Hldgs %
18.69%
Holding
270
New
9
Increased
24
Reduced
225
Closed
12

Top Buys

Rank Stock Value
1
TFC icon
Truist Financial
TFC
+$3.46M
2
KO icon
Coca-Cola
KO
+$2.34M
3
SNPS icon
Synopsys
SNPS
+$2.34M
4
DD icon
DuPont de Nemours
DD
+$1.5M
5
EL icon
Estee Lauder
EL
+$1.49M

Top Sells

Rank Stock Value
1
TWX
Time Warner Inc
TWX
+$2.46M
2
JCI icon
Johnson Controls International
JCI
+$2.03M
3
NOC icon
Northrop Grumman
NOC
+$1.85M
4
RAI
Reynolds American Inc
RAI
+$1.82M
5
AXP icon
American Express
AXP
+$1.63M

Sector Composition

Rank Sector Weight
1 Financials 16.75%
2 Technology 16.6%
3 Healthcare 14.27%
4 Communication Services 10.39%
5 Consumer Discretionary 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MS icon
51
Morgan Stanley
MS
$324B
$4.21M 0.54%
87,430
-1,950
-2% -$90.4K
IBM icon
52
IBM
IBM
$234B
$4.19M 0.53%
30,221
-550
-2% -$76.6K
TXN icon
53
Texas Instruments
TXN
$241B
$4.19M 0.53%
46,714
-845
-2% -$69.5K
RTN
54
DELISTED
Raytheon Company
RTN
$4.11M 0.52%
22,001
-479
-2% -$84.4K
LMT icon
55
Lockheed Martin
LMT
$123B
$4.09M 0.52%
13,172
-2,452
-16% -$732K
ACN icon
56
Accenture
ACN
$118B
$4.04M 0.52%
29,930
-546
-2% -$71.1K
BSX icon
57
Boston Scientific
BSX
$63.6B
$3.83M 0.49%
131,482
-3,102
-2% -$85.7K
UNP icon
58
Union Pacific
UNP
$169B
$3.75M 0.48%
32,379
+4,070
+14% +$437K
GS icon
59
Goldman Sachs
GS
$284B
$3.65M 0.47%
15,410
+5,750
+60% +$1.3M
SBUX icon
60
Starbucks
SBUX
$110B
$3.58M 0.46%
66,610
-1,211
-2% -$67.1K
COST icon
61
Costco
COST
$400B
$3.56M 0.45%
21,661
+7,671
+55% +$1.21M
MMM icon
62
3M
MMM
$84.9B
$3.56M 0.45%
20,265
-367
-2% -$63.6K
TFC icon
63
Truist Financial
TFC
$61.6B
$3.53M 0.45%
+75,196
New +$3.46M
DHR icon
64
Danaher
DHR
$147B
$3.52M 0.45%
46,316
-1,156
-2% -$85.5K
BMY icon
65
Bristol-Myers Squibb
BMY
$130B
$3.5M 0.45%
54,978
-1,002
-2% -$58.5K
PNC icon
66
PNC Financial Services
PNC
$96.1B
$3.49M 0.45%
25,926
-468
-2% -$60.1K
EA
67
DELISTED
Electronic Arts
EA
$3.48M 0.44%
29,466
-666
-2% -$77.1K
NEE icon
68
NextEra Energy
NEE
$169B
$3.39M 0.43%
92,632
-1,672
-2% -$61.3K
NVDA icon
69
NVIDIA
NVDA
$5.12T
$3.38M 0.43%
755,360
-13,760
-2% -$57.2K
SWK icon
70
Stanley Black & Decker
SWK
$13.4B
$3.37M 0.43%
22,321
+424
+2% +$61K
ADP icon
71
Automatic Data Processing
ADP
$110B
$3.36M 0.43%
30,719
-566
-2% -$60.6K
SCHW
72
Charles Schwab
SCHW
$186B
$3.33M 0.42%
76,206
-1,403
-2% -$58.3K
ETN icon
73
Eaton
ETN
$152B
$3.31M 0.42%
43,056
-1,142
-3% -$86.2K
AXP icon
74
American Express
AXP
$219B
$3.25M 0.41%
35,874
-18,990
-35% -$1.63M
GM icon
75
General Motors
GM
$74.9B
$3.22M 0.41%
79,775
-1,838
-2% -$67.1K
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 Q3 2017 Portfolio in Review

As of Q3 2017, Sumitomo Life Insurance held 270 positions worth $785M, up 2.4% from $767M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Sumitomo Life Insurance's Q3 2017 filing shows 9 new, 24 increased, 225 reduced and 12 closed positions. Its largest new stake was Truist Financial: 75,196 shares worth $3.53M. The largest sale was Time Warner Inc, an estimated $2.46M.

By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 16% a quarter earlier, followed by Technology and Healthcare.

  • Sumitomo Life Insurance's largest Q3 2017 buy was Truist Financial: 75,196 shares worth $3.53M.
  • Sumitomo Life Insurance added most to Coca-Cola in Q3 2017, an estimated $2.34M increase.
  • Sumitomo Life Insurance's biggest Q3 2017 reduction was Time Warner Inc, cutting an estimated $2.46M.
  • Sumitomo Life Insurance fully exited Johnson Controls International in Q3 2017, selling an estimated $2.03M.
  • Sumitomo Life Insurance's ten largest holdings make up 19% of its $785M portfolio in Q3 2017.
  • Sumitomo Life Insurance opened 9 new positions and closed 12 in Q3 2017.
  • Sumitomo Life Insurance's portfolio value rose 2.4% quarter-over-quarter to $785M.

Based on Sumitomo Life Insurance's 13F filing for Q3 2017, filed 17 Oct 2017.