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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
+6.14%
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
$1.07B
AUM Growth
+$28.5M
Cap. Flow
-$22.7M
Cap. Flow %
-2.12%
Top 10 Hldgs %
17.07%
Holding
262
New
13
Increased
54
Reduced
189
Closed
6

Top Buys

Rank Stock Value
1
TMO icon
Thermo Fisher Scientific
TMO
+$4.93M
2
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$4.02M
3
ETN icon
Eaton
ETN
+$3.9M
4
TJX icon
TJX Companies
TJX
+$2.45M
5
WHR icon
Whirlpool
WHR
+$2.3M

Top Sells

Rank Stock Value
1
NWSA
NEWS CORPORATION CL-A
NWSA
+$4.3M
2
AGN
Allergan Inc
AGN
+$3.67M
3
STI
SunTrust Banks, Inc.
STI
+$2.72M
4
T icon
AT&T
T
+$2.18M
5
PCG icon
PG&E
PCG
+$1.9M

Sector Composition

Rank Sector Weight
1 Financials 15.29%
2 Healthcare 14.03%
3 Technology 13.21%
4 Energy 10.68%
5 Industrials 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EMR icon
76
Emerson Electric
EMR
$85.5B
$4.28M 0.4%
66,120
-2,528
-4% -$155K
MDT icon
77
Medtronic
MDT
$110B
$4.24M 0.39%
79,575
-12,827
-14% -$690K
DFS
78
DELISTED
Discover Financial Services
DFS
$4.23M 0.39%
83,657
+3,769
+5% +$189K
UPS icon
79
United Parcel Service
UPS
$90.1B
$4.22M 0.39%
46,168
-1,764
-4% -$155K
ACN icon
80
Accenture
ACN
$102B
$4.15M 0.39%
56,353
-2,061
-4% -$153K
LLY icon
81
Eli Lilly
LLY
$993B
$4.14M 0.39%
82,240
-12,976
-14% -$679K
CAT icon
82
Caterpillar
CAT
$380B
$4.08M 0.38%
48,991
-1,789
-4% -$151K
BKNG icon
83
Booking.com
BKNG
$149B
$4.04M 0.38%
99,825
-3,700
-4% -$138K
ETN icon
84
Eaton
ETN
$169B
$3.99M 0.37%
+58,007
New +$3.9M
MET icon
85
MetLife
MET
$61.8B
$3.88M 0.36%
92,687
-3,562
-4% -$153K
SRE icon
86
Sempra
SRE
$57.5B
$3.87M 0.36%
90,402
+2,364
+3% +$100K
PARA
87
DELISTED
Paramount Global Class B
PARA
$3.87M 0.36%
70,111
-2,567
-4% -$137K
VTRS icon
88
Viatris
VTRS
$20.4B
$3.78M 0.35%
98,987
-11,396
-10% -$401K
COST icon
89
Costco
COST
$421B
$3.76M 0.35%
32,695
-1,262
-4% -$146K
DD icon
90
DuPont de Nemours
DD
$18.8B
$3.76M 0.35%
38,640
-1,412
-4% -$131K
SPG icon
91
Simon Property Group
SPG
$74.1B
$3.76M 0.35%
26,945
-1,029
-4% -$149K
PCP
92
DELISTED
PRECISION CASTPARTS CORP
PCP
$3.74M 0.35%
16,451
-628
-4% -$142K
MCK icon
93
McKesson
MCK
$99B
$3.68M 0.34%
28,664
-1,085
-4% -$133K
TGT icon
94
Target
TGT
$67.7B
$3.65M 0.34%
57,054
-2,189
-4% -$149K
AON icon
95
Aon
AON
$75.7B
$3.63M 0.34%
48,745
-1,865
-4% -$128K
FDX icon
96
FedEx
FDX
$72.7B
$3.63M 0.34%
31,806
+5,091
+19% +$549K
CSX icon
97
CSX Corp
CSX
$92.5B
$3.63M 0.34%
422,892
-16,164
-4% -$136K
TWX
98
DELISTED
Time Warner Inc
TWX
$3.62M 0.34%
57,338
-2,092
-4% -$125K
DUK icon
99
Duke Energy
DUK
$97.1B
$3.61M 0.34%
54,050
-2,065
-4% -$141K
CMCSK
100
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
$3.56M 0.33%
82,063
-3,110
-4% -$135K
2 3
4
5 6

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Sumitomo Life Insurance's Q3 2013 Portfolio in Review

As of Q3 2013, Sumitomo Life Insurance held 262 positions worth $1.07B, up 2.7% from $1.04B the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Sumitomo Life Insurance's Q3 2013 filing shows 13 new, 54 increased, 189 reduced and 6 closed positions. Its largest new stake was Thermo Fisher Scientific: 54,564 shares worth $5.03M. The largest sale was NEWS CORPORATION CL-A, an estimated $4.3M.

By sector, the portfolio is most concentrated in Financials at 15% of assets, down from 16% a quarter earlier, followed by Healthcare and Technology.

  • Sumitomo Life Insurance's largest Q3 2013 buy was Thermo Fisher Scientific: 54,564 shares worth $5.03M.
  • Sumitomo Life Insurance added most to AbbVie in Q3 2013, an estimated $1.61M increase.
  • Sumitomo Life Insurance's biggest Q3 2013 reduction was AT&T, cutting an estimated $2.18M.
  • Sumitomo Life Insurance fully exited NEWS CORPORATION CL-A in Q3 2013, selling an estimated $4.3M.
  • Sumitomo Life Insurance's ten largest holdings make up 17% of its $1.07B portfolio in Q3 2013.
  • Sumitomo Life Insurance opened 13 new positions and closed 6 in Q3 2013.
  • Sumitomo Life Insurance's portfolio value rose 2.7% quarter-over-quarter to $1.07B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2013, filed 13 Nov 2013.