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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
+4.92%
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
$785M
AUM Growth
+$18.4M
Cap. Flow
-$14M
Cap. Flow %
-1.79%
Top 10 Hldgs %
18.69%
Holding
270
New
9
Increased
24
Reduced
225
Closed
12

Top Buys

Rank Stock Value
1
TFC icon
Truist Financial
TFC
+$3.46M
2
KO icon
Coca-Cola
KO
+$2.34M
3
SNPS icon
Synopsys
SNPS
+$2.34M
4
DD icon
DuPont de Nemours
DD
+$1.5M
5
EL icon
Estee Lauder
EL
+$1.49M

Top Sells

Rank Stock Value
1
TWX
Time Warner Inc
TWX
+$2.46M
2
JCI icon
Johnson Controls International
JCI
+$2.03M
3
NOC icon
Northrop Grumman
NOC
+$1.85M
4
RAI
Reynolds American Inc
RAI
+$1.82M
5
AXP icon
American Express
AXP
+$1.63M

Sector Composition

Rank Sector Weight
1 Financials 16.75%
2 Technology 16.6%
3 Healthcare 14.27%
4 Communication Services 10.39%
5 Consumer Discretionary 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPGI icon
76
S&P Global
SPGI
$122B
$3.2M 0.41%
20,463
-370
-2% -$56.2K
NKE icon
77
Nike
NKE
$53.7B
$3.16M 0.4%
60,949
-1,109
-2% -$62.3K
CME icon
78
CME Group
CME
$98.9B
$3.14M 0.4%
23,140
+3,842
+20% +$485K
MPC icon
79
Marathon Petroleum
MPC
$115B
$3.14M 0.4%
55,994
+27,655
+98% +$1.48M
ZTS icon
80
Zoetis
ZTS
$30.3B
$3.14M 0.4%
49,217
-1,195
-2% -$74.8K
CB icon
81
Chubb
CB
$132B
$3.12M 0.4%
21,894
-3,966
-15% -$574K
AGN
82
DELISTED
Allergan plc
AGN
$3.1M 0.39%
15,122
+4,244
+39% +$987K
RTX icon
83
RTX Corp
RTX
$263B
$3.1M 0.39%
42,393
-774
-2% -$57.3K
MRSH
84
Marsh
MRSH
$85.8B
$3.06M 0.39%
36,540
-893
-2% -$70.8K
TJX icon
85
TJX Companies
TJX
$137B
$3M 0.38%
81,302
-1,480
-2% -$52.7K
CRM icon
86
Salesforce
CRM
$210B
$2.98M 0.38%
31,874
-587
-2% -$54K
CDNS icon
87
Cadence Design Systems
CDNS
$75.4B
$2.98M 0.38%
75,375
-1,804
-2% -$66.5K
PCAR icon
88
PACCAR
PCAR
$64.5B
$2.96M 0.38%
61,347
+1,362
+2% +$61.4K
BDX icon
89
Becton Dickinson
BDX
$50.6B
$2.88M 0.37%
15,048
+4,359
+41% +$845K
QCOM icon
90
Qualcomm
QCOM
$201B
$2.86M 0.36%
55,099
-1,004
-2% -$53.1K
VMW
91
DELISTED
VMware, Inc
VMW
$2.85M 0.36%
26,136
-632
-2% -$62.4K
COP icon
92
ConocoPhillips
COP
$170B
$2.84M 0.36%
56,672
-11,075
-16% -$498K
RGA icon
93
Reinsurance Group of America
RGA
$16.2B
$2.83M 0.36%
20,259
-515
-2% -$69.7K
UPS icon
94
United Parcel Service
UPS
$87.1B
$2.79M 0.36%
23,226
-420
-2% -$47.7K
LLY icon
95
Eli Lilly
LLY
$1.01T
$2.73M 0.35%
31,929
-578
-2% -$47.4K
ITW icon
96
Illinois Tool Works
ITW
$76.5B
$2.69M 0.34%
18,166
-331
-2% -$47.1K
MAR icon
97
Marriott International
MAR
$87.9B
$2.69M 0.34%
24,352
-5,151
-17% -$531K
DFS
98
DELISTED
Discover Financial Services
DFS
$2.64M 0.34%
40,946
-916
-2% -$55.5K
AEP icon
99
American Electric Power
AEP
$65.7B
$2.62M 0.33%
37,334
-979
-3% -$69.7K
ELV icon
100
Elevance Health
ELV
$90.6B
$2.6M 0.33%
13,717
-245
-2% -$46.6K
2 3
4
5 6

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SC
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LP
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PAMP
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WCM
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MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NLI
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WIA
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Sumitomo Life Insurance's Q3 2017 Portfolio in Review

As of Q3 2017, Sumitomo Life Insurance held 270 positions worth $785M, up 2.4% from $767M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Sumitomo Life Insurance's Q3 2017 filing shows 9 new, 24 increased, 225 reduced and 12 closed positions. Its largest new stake was Truist Financial: 75,196 shares worth $3.53M. The largest sale was Time Warner Inc, an estimated $2.46M.

By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 16% a quarter earlier, followed by Technology and Healthcare.

  • Sumitomo Life Insurance's largest Q3 2017 buy was Truist Financial: 75,196 shares worth $3.53M.
  • Sumitomo Life Insurance added most to Coca-Cola in Q3 2017, an estimated $2.34M increase.
  • Sumitomo Life Insurance's biggest Q3 2017 reduction was Time Warner Inc, cutting an estimated $2.46M.
  • Sumitomo Life Insurance fully exited Johnson Controls International in Q3 2017, selling an estimated $2.03M.
  • Sumitomo Life Insurance's ten largest holdings make up 19% of its $785M portfolio in Q3 2017.
  • Sumitomo Life Insurance opened 9 new positions and closed 12 in Q3 2017.
  • Sumitomo Life Insurance's portfolio value rose 2.4% quarter-over-quarter to $785M.

Based on Sumitomo Life Insurance's 13F filing for Q3 2017, filed 17 Oct 2017.