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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
+7.24%
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
$797M
AUM Growth
+$12M
Cap. Flow
-$37M
Cap. Flow %
-4.64%
Top 10 Hldgs %
19.62%
Holding
264
New
6
Increased
29
Reduced
222
Closed
7

Top Buys

Rank Stock Value
1
PYPL icon
PayPal
PYPL
+$2.23M
2
ANSS
Ansys
ANSS
+$1.48M
3
ARE icon
Alexandria Real Estate Equities
ARE
+$1.47M
4
UNP icon
Union Pacific
UNP
+$1.18M
5
TDG icon
TransDigm Group
TDG
+$1.03M

Top Sells

Rank Stock Value
1
BXP icon
Boston Properties
BXP
+$1.83M
2
PXD
Pioneer Natural Resource Co.
PXD
+$1.42M
3
CDNS icon
Cadence Design Systems
CDNS
+$1.37M
4
ST icon
Sensata Technologies
ST
+$1.33M
5
TXN icon
Texas Instruments
TXN
+$1.31M

Sector Composition

Rank Sector Weight
1 Financials 17.13%
2 Technology 16.78%
3 Healthcare 13.56%
4 Consumer Discretionary 10.14%
5 Communication Services 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USB icon
51
US Bancorp
USB
$96.9B
$4.03M 0.51%
75,120
-19,131
-20% -$1.03M
SLB icon
52
SLB Ltd
SLB
$80.4B
$4.01M 0.5%
59,570
-2,365
-4% -$153K
GE icon
53
GE Aerospace
GE
$319B
$4.01M 0.5%
47,969
-2,330
-5% -$222K
RTN
54
DELISTED
Raytheon Company
RTN
$3.97M 0.5%
21,116
-885
-4% -$165K
AMGN icon
55
Amgen
AMGN
$203B
$3.96M 0.5%
22,763
-1,108
-5% -$196K
COST icon
56
Costco
COST
$400B
$3.88M 0.49%
20,855
-806
-4% -$139K
BKNG icon
57
Booking.com
BKNG
$129B
$3.8M 0.48%
54,725
-11,550
-17% -$837K
MMM icon
58
3M
MMM
$84.9B
$3.8M 0.48%
19,326
-939
-5% -$181K
GS icon
59
Goldman Sachs
GS
$284B
$3.74M 0.47%
14,688
-722
-5% -$177K
SWK icon
60
Stanley Black & Decker
SWK
$13.4B
$3.65M 0.46%
21,531
-790
-4% -$129K
SBUX icon
61
Starbucks
SBUX
$110B
$3.65M 0.46%
63,525
-3,085
-5% -$175K
NKE icon
62
Nike
NKE
$53.7B
$3.64M 0.46%
58,126
-2,823
-5% -$162K
TFC icon
63
Truist Financial
TFC
$61.6B
$3.6M 0.45%
72,423
-2,773
-4% -$134K
PNC icon
64
PNC Financial Services
PNC
$96.1B
$3.57M 0.45%
24,725
-1,201
-5% -$166K
MPC icon
65
Marathon Petroleum
MPC
$115B
$3.55M 0.45%
53,783
-2,211
-4% -$135K
DHR icon
66
Danaher
DHR
$147B
$3.52M 0.44%
42,838
-3,478
-8% -$283K
NVDA icon
67
NVIDIA
NVDA
$5.12T
$3.48M 0.44%
720,400
-34,960
-5% -$174K
TXN icon
68
Texas Instruments
TXN
$241B
$3.47M 0.44%
33,221
-13,493
-29% -$1.31M
NEE icon
69
NextEra Energy
NEE
$169B
$3.45M 0.43%
88,340
-4,292
-5% -$166K
ADP icon
70
Automatic Data Processing
ADP
$110B
$3.43M 0.43%
29,297
-1,422
-5% -$163K
AXP icon
71
American Express
AXP
$219B
$3.42M 0.43%
34,491
-1,383
-4% -$132K
QCOM icon
72
Qualcomm
QCOM
$201B
$3.36M 0.42%
52,548
-2,551
-5% -$155K
CME icon
73
CME Group
CME
$98.9B
$3.36M 0.42%
22,991
-149
-0.6% -$21.2K
RTX icon
74
RTX Corp
RTX
$263B
$3.25M 0.41%
40,431
-1,962
-5% -$149K
BMY icon
75
Bristol-Myers Squibb
BMY
$130B
$3.21M 0.4%
52,430
-2,548
-5% -$159K
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 2017 Portfolio in Review

As of Q4 2017, Sumitomo Life Insurance held 264 positions worth $797M, up 1.5% from $785M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Sumitomo Life Insurance withdrew a net $37M in Q4 2017, closing 7 positions and reducing 222 holdings. Its most notable exit was Boston Properties, an estimated $1.83M position sold in full.

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

Against the trend, Sumitomo Life Insurance opened a new position in PayPal worth $2.27M.

  • Sumitomo Life Insurance's largest Q4 2017 buy was PayPal: 30,812 shares worth $2.27M.
  • Sumitomo Life Insurance added most to Union Pacific in Q4 2017, an estimated $1.18M increase.
  • Sumitomo Life Insurance's biggest Q4 2017 reduction was Cadence Design Systems, cutting an estimated $1.37M.
  • Sumitomo Life Insurance fully exited Boston Properties in Q4 2017, selling an estimated $1.83M.
  • Sumitomo Life Insurance's ten largest holdings make up 20% of its $797M portfolio in Q4 2017.
  • Sumitomo Life Insurance opened 6 new positions and closed 7 in Q4 2017.
  • Sumitomo Life Insurance's portfolio value rose 1.5% quarter-over-quarter to $797M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2017, filed 1 Feb 2018.