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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
-5.81%
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
$754M
AUM Growth
-$67M
Cap. Flow
-$9.08M
Cap. Flow %
-1.21%
Top 10 Hldgs %
17.35%
Holding
309
New
16
Increased
56
Reduced
220
Closed
17

Top Buys

Rank Stock Value
1
PYPL icon
PayPal
PYPL
+$2.7M
2
BRCM
BROADCOM CORP CL-A
BRCM
+$2.06M
3
KHC icon
Kraft Heinz
KHC
+$1.72M
4
PSA icon
Public Storage
PSA
+$1.69M
5
MRSH
Marsh
MRSH
+$1.67M

Top Sells

Rank Stock Value
1
DTV
DIRECTV COM STK (DE)
DTV
+$2.46M
2
COF icon
Capital One
COF
+$2.14M
3
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.98M
4
EBAY icon
eBay
EBAY
+$1.9M
5
GLW icon
Corning
GLW
+$1.78M

Sector Composition

Rank Sector Weight
1 Healthcare 15.84%
2 Financials 15.78%
3 Technology 14.37%
4 Consumer Discretionary 9.95%
5 Communication Services 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPG icon
76
Simon Property Group
SPG
$74.3B
$2.75M 0.37%
14,982
-382
-2% -$70K
AON icon
77
Aon
AON
$75.9B
$2.75M 0.36%
30,982
-789
-2% -$76.4K
TWX
78
DELISTED
Time Warner Inc
TWX
$2.73M 0.36%
39,723
-1,011
-2% -$79.4K
CMCSK
79
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
$2.7M 0.36%
47,213
-1,202
-2% -$68.8K
CRM icon
80
Salesforce
CRM
$152B
$2.65M 0.35%
38,170
+375
+1% +$26.6K
HPQ icon
81
HP
HPQ
$24.8B
$2.65M 0.35%
227,865
+1,843
+0.8% +$23.9K
CTSH icon
82
Cognizant
CTSH
$24.9B
$2.63M 0.35%
42,006
-1,068
-2% -$67K
ADBE icon
83
Adobe
ADBE
$99.9B
$2.62M 0.35%
31,899
-3,672
-10% -$298K
DHR icon
84
Danaher
DHR
$139B
$2.6M 0.35%
45,392
-988
-2% -$58.4K
EQR icon
85
Equity Residential
EQR
$25.3B
$2.54M 0.34%
33,780
-859
-2% -$63.2K
CB icon
86
Chubb
CB
$134B
$2.49M 0.33%
24,050
-611
-2% -$63.9K
TFCFA
87
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$2.47M 0.33%
91,645
-2,333
-2% -$69.7K
DUK icon
88
Duke Energy
DUK
$96.9B
$2.47M 0.33%
34,358
-875
-2% -$63.4K
F icon
89
Ford
F
$57.5B
$2.46M 0.33%
181,528
-4,623
-2% -$66.1K
COST icon
90
Costco
COST
$423B
$2.46M 0.33%
17,014
-433
-2% -$61.8K
HIG icon
91
Hartford Financial Services
HIG
$39.2B
$2.46M 0.33%
53,699
-437
-0.8% -$20.2K
ETN icon
92
Eaton
ETN
$170B
$2.4M 0.32%
46,735
+4,048
+9% +$239K
MCO icon
93
Moody's
MCO
$83.7B
$2.4M 0.32%
24,415
-622
-2% -$66.2K
CL icon
94
Colgate-Palmolive
CL
$71.9B
$2.35M 0.31%
37,071
-945
-2% -$61.7K
PYPL icon
95
PayPal
PYPL
$49.5B
$2.34M 0.31%
+75,355
New +$2.7M
PSX icon
96
Phillips 66
PSX
$82.7B
$2.33M 0.31%
30,381
-774
-2% -$61.5K
TXN icon
97
Texas Instruments
TXN
$246B
$2.33M 0.31%
47,055
-1,198
-2% -$58.5K
BLK icon
98
Blackrock
BLK
$175B
$2.33M 0.31%
7,818
-200
-2% -$64.5K
BRCM
99
DELISTED
BROADCOM CORP CL-A
BRCM
$2.32M 0.31%
45,164
+40,065
+786% +$2.06M
MS icon
100
Morgan Stanley
MS
$332B
$2.31M 0.31%
73,323
-1,868
-2% -$68K
2 3
4
5 6

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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 Q3 2015 Portfolio in Review

As of Q3 2015, Sumitomo Life Insurance held 309 positions worth $754M, down 8.2% from $821M the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Sumitomo Life Insurance's Q3 2015 filing shows 16 new, 56 increased, 220 reduced and 17 closed positions. Its largest new stake was PayPal: 75,355 shares worth $2.34M. The largest sale was DIRECTV COM STK (DE), an estimated $2.46M.

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

  • Sumitomo Life Insurance's largest Q3 2015 buy was PayPal: 75,355 shares worth $2.34M.
  • Sumitomo Life Insurance added most to BROADCOM CORP CL-A in Q3 2015, an estimated $2.06M increase.
  • Sumitomo Life Insurance's biggest Q3 2015 reduction was eBay, cutting an estimated $1.9M.
  • Sumitomo Life Insurance fully exited DIRECTV COM STK (DE) in Q3 2015, selling an estimated $2.46M.
  • Sumitomo Life Insurance's ten largest holdings make up 17% of its $754M portfolio in Q3 2015.
  • Sumitomo Life Insurance opened 16 new positions and closed 17 in Q3 2015.
  • Sumitomo Life Insurance's portfolio value fell 8.2% quarter-over-quarter to $754M.

Based on Sumitomo Life Insurance's 13F filing for Q3 2015, filed 22 Oct 2015.