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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
+4.8%
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
$701M
AUM Growth
+$27.4M
Cap. Flow
+$6.29M
Cap. Flow %
0.9%
Top 10 Hldgs %
18.26%
Holding
299
New
8
Increased
221
Reduced
49
Closed
21

Top Buys

Rank Stock Value
1
WDC icon
Western Digital
WDC
+$1.65M
2
TER icon
Teradyne
TER
+$1.58M
3
CDNS icon
Cadence Design Systems
CDNS
+$1.36M
4
PTC icon
PTC
PTC
+$1.28M
5
IBM icon
IBM
IBM
+$1.25M

Top Sells

Rank Stock Value
1
CTSH icon
Cognizant
CTSH
+$2.05M
2
AGN
Allergan plc
AGN
+$1.85M
3
KMB icon
Kimberly-Clark
KMB
+$1.68M
4
BLOX
Infoblox Inc
BLOX
+$1.58M
5
CAH icon
Cardinal Health
CAH
+$1.4M

Sector Composition

Rank Sector Weight
1 Financials 16.82%
2 Technology 15.1%
3 Healthcare 13.99%
4 Communication Services 10.78%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXP icon
76
American Express
AXP
$219B
$2.63M 0.38%
35,571
+17,094
+93% +$1.18M
BSX icon
77
Boston Scientific
BSX
$63.6B
$2.61M 0.37%
120,632
-1,540
-1% -$33.6K
STI
78
DELISTED
SunTrust Banks, Inc.
STI
$2.6M 0.37%
47,387
+1,052
+2% +$52.5K
NKE icon
79
Nike
NKE
$53.7B
$2.54M 0.36%
49,939
+1,111
+2% +$57K
LMT icon
80
Lockheed Martin
LMT
$123B
$2.5M 0.36%
10,004
-478
-5% -$119K
SPG icon
81
Simon Property Group
SPG
$66B
$2.49M 0.36%
14,038
+312
+2% +$57.9K
DHR icon
82
Danaher
DHR
$147B
$2.47M 0.35%
35,829
+7,785
+28% +$541K
MDLZ icon
83
Mondelez International
MDLZ
$79.3B
$2.46M 0.35%
55,532
+1,235
+2% +$53.2K
LLY icon
84
Eli Lilly
LLY
$1.01T
$2.43M 0.35%
33,071
+736
+2% +$54.8K
ETN icon
85
Eaton
ETN
$152B
$2.42M 0.34%
35,992
+56
+0.2% +$3.67K
WBA
86
DELISTED
Walgreens Boots Alliance
WBA
$2.41M 0.34%
29,100
+647
+2% +$53.5K
PRU icon
87
Prudential Financial
PRU
$41.2B
$2.33M 0.33%
22,339
+10,263
+85% +$973K
GM icon
88
General Motors
GM
$74.9B
$2.32M 0.33%
66,611
+1,481
+2% +$49.8K
PXD
89
DELISTED
Pioneer Natural Resource Co.
PXD
$2.29M 0.33%
12,691
+282
+2% +$51.7K
COST icon
90
Costco
COST
$400B
$2.28M 0.33%
14,231
+316
+2% +$48.2K
SPGI icon
91
S&P Global
SPGI
$122B
$2.28M 0.33%
21,193
+471
+2% +$56.3K
MAR icon
92
Marriott International
MAR
$87.9B
$2.27M 0.32%
27,449
+2,102
+8% +$158K
BCR
93
DELISTED
CR Bard Inc.
BCR
$2.24M 0.32%
9,974
+272
+3% +$59.1K
RGA icon
94
Reinsurance Group of America
RGA
$16.2B
$2.24M 0.32%
17,781
-1,195
-6% -$140K
DUK icon
95
Duke Energy
DUK
$91.8B
$2.23M 0.32%
28,740
+640
+2% +$49K
MRSH
96
Marsh
MRSH
$85.8B
$2.22M 0.32%
32,870
-96
-0.3% -$6.44K
DD
97
DELISTED
Du Pont De Nemours E I
DD
$2.19M 0.31%
29,838
+930
+3% +$66.1K
EA
98
DELISTED
Electronic Arts
EA
$2.18M 0.31%
27,659
+1,506
+6% +$121K
AZO icon
99
AutoZone
AZO
$46.7B
$2.16M 0.31%
2,736
+556
+26% +$428K
KHC icon
100
The Kraft Heinz Company
KHC
$29.3B
$2.14M 0.3%
24,468
+544
+2% +$46.5K
2 3
4
5 6

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 2016 Portfolio in Review

As of Q4 2016, Sumitomo Life Insurance held 299 positions worth $701M, up 4.1% from $674M the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Sumitomo Life Insurance's Q4 2016 filing shows 8 new, 221 increased, 49 reduced and 21 closed positions. Its largest new stake was Teradyne: 66,681 shares worth $1.69M. The largest sale was Cognizant, an estimated $2.05M.

By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 15% a quarter earlier, followed by Technology and Healthcare.

  • Sumitomo Life Insurance's largest Q4 2016 buy was Teradyne: 66,681 shares worth $1.69M.
  • Sumitomo Life Insurance added most to Western Digital in Q4 2016, an estimated $1.65M increase.
  • Sumitomo Life Insurance's biggest Q4 2016 reduction was Allergan plc, cutting an estimated $1.85M.
  • Sumitomo Life Insurance fully exited Cognizant in Q4 2016, selling an estimated $2.05M.
  • Sumitomo Life Insurance's ten largest holdings make up 18% of its $701M portfolio in Q4 2016.
  • Sumitomo Life Insurance opened 8 new positions and closed 21 in Q4 2016.
  • Sumitomo Life Insurance's portfolio value rose 4.1% quarter-over-quarter to $701M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2016, filed 27 Jan 2017.