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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
+9.81%
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
$883M
AUM Growth
+$114M
Cap. Flow
+$43.9M
Cap. Flow %
4.97%
Top 10 Hldgs %
25.44%
Holding
268
New
3
Increased
245
Reduced
14
Closed
4

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$2.03M
2
MSFT icon
Microsoft
MSFT
+$1.77M
3
FIS icon
Fidelity National Information Services
FIS
+$1.7M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.4M
5
BFAM icon
Bright Horizons
BFAM
+$1.32M

Top Sells

Rank Stock Value
1
CELG
Celgene Corp
CELG
+$2.36M
2
VC icon
Visteon
VC
+$1.15M
3
EW icon
Edwards Lifesciences
EW
+$1.01M
4
CTAS icon
Cintas
CTAS
+$894K
5
PEG icon
Public Service Enterprise Group
PEG
+$709K

Sector Composition

Rank Sector Weight
1 Technology 18.99%
2 Financials 14.65%
3 Healthcare 13.41%
4 Consumer Discretionary 9.8%
5 Communication Services 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBM icon
51
IBM
IBM
$213B
$4.28M 0.48%
33,361
+1,878
+6% +$244K
UNP icon
52
Union Pacific
UNP
$173B
$4.28M 0.48%
23,645
+3,329
+16% +$570K
MMM icon
53
3M
MMM
$91.4B
$4.12M 0.47%
27,913
+1,729
+7% +$242K
ORCL icon
54
Oracle
ORCL
$409B
$4.12M 0.47%
77,684
+4,367
+6% +$240K
LLY icon
55
Eli Lilly
LLY
$1,000B
$4.02M 0.46%
30,620
+5,155
+20% +$598K
HON icon
56
Honeywell
HON
$78.2B
$3.89M 0.44%
23,343
+1,312
+6% +$214K
NKE icon
57
Nike
NKE
$63.3B
$3.83M 0.43%
37,814
+2,125
+6% +$200K
WMT icon
58
Walmart Inc
WMT
$881B
$3.82M 0.43%
96,405
+5,418
+6% +$215K
LMT icon
59
Lockheed Martin
LMT
$135B
$3.8M 0.43%
9,769
+549
+6% +$211K
BSX icon
60
Boston Scientific
BSX
$72B
$3.72M 0.42%
82,256
+4,113
+5% +$172K
FIS icon
61
Fidelity National Information Services
FIS
$23.1B
$3.71M 0.42%
26,690
+12,676
+90% +$1.7M
NFLX icon
62
Netflix
NFLX
$305B
$3.69M 0.42%
113,960
+6,400
+6% +$190K
PM icon
63
Philip Morris
PM
$292B
$3.61M 0.41%
42,455
-6,566
-13% -$541K
AXP icon
64
American Express
AXP
$233B
$3.6M 0.41%
28,902
+1,409
+5% +$168K
MS icon
65
Morgan Stanley
MS
$332B
$3.59M 0.41%
70,228
+3,484
+5% +$165K
ADP icon
66
Automatic Data Processing
ADP
$107B
$3.57M 0.4%
20,961
+1,179
+6% +$195K
ZTS icon
67
Zoetis
ZTS
$32.3B
$3.55M 0.4%
26,793
+1,388
+5% +$172K
MDLZ icon
68
Mondelez International
MDLZ
$78.8B
$3.53M 0.4%
64,070
+21,307
+50% +$1.14M
SBUX icon
69
Starbucks
SBUX
$118B
$3.5M 0.4%
39,859
+2,240
+6% +$191K
COP icon
70
ConocoPhillips
COP
$145B
$3.4M 0.39%
52,264
+2,691
+5% +$158K
BDX icon
71
Becton Dickinson
BDX
$46.9B
$3.37M 0.38%
12,713
+714
+6% +$178K
AMT icon
72
American Tower
AMT
$80.6B
$3.35M 0.38%
14,560
+818
+6% +$178K
CAT icon
73
Caterpillar
CAT
$382B
$3.32M 0.38%
22,491
+1,264
+6% +$176K
CVS icon
74
CVS Health
CVS
$134B
$3.23M 0.37%
43,536
+16,546
+61% +$1.16M
GILD icon
75
Gilead Sciences
GILD
$163B
$3.23M 0.37%
49,631
+2,478
+5% +$161K
1 2
3
4 5

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AI
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NCM
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IWM
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Sumitomo Life Insurance's Q4 2019 Portfolio in Review

As of Q4 2019, Sumitomo Life Insurance held 268 positions worth $883M, up 15% from $769M the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Sumitomo Life Insurance deployed $43.9M of net new capital in Q4 2019, opening 3 new positions and adding to 245 existing holdings. Its largest new stake was Bright Horizons: 8,818 shares worth $1.32M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Edwards Lifesciences, an estimated $1.01M trimmed.

  • Sumitomo Life Insurance's largest Q4 2019 buy was Bright Horizons: 8,818 shares worth $1.32M.
  • Sumitomo Life Insurance added most to Meta Platforms (Facebook) in Q4 2019, an estimated $2.03M increase.
  • Sumitomo Life Insurance's biggest Q4 2019 reduction was Edwards Lifesciences, cutting an estimated $1.01M.
  • Sumitomo Life Insurance fully exited Celgene Corp in Q4 2019, selling an estimated $2.36M.
  • Sumitomo Life Insurance's ten largest holdings make up 25% of its $883M portfolio in Q4 2019.
  • Sumitomo Life Insurance opened 3 new positions and closed 4 in Q4 2019.
  • Sumitomo Life Insurance's portfolio value rose 15% quarter-over-quarter to $883M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2019, filed 24 Jan 2020.