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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
+7.24%
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
$797M
AUM Growth
+$12M
Cap. Flow
-$37M
Cap. Flow %
-4.64%
Top 10 Hldgs %
19.62%
Holding
264
New
6
Increased
29
Reduced
222
Closed
7

Top Buys

Rank Stock Value
1
PYPL icon
PayPal
PYPL
+$2.23M
2
ANSS
Ansys
ANSS
+$1.48M
3
ARE icon
Alexandria Real Estate Equities
ARE
+$1.47M
4
UNP icon
Union Pacific
UNP
+$1.18M
5
TDG icon
TransDigm Group
TDG
+$1.03M

Top Sells

Rank Stock Value
1
BXP icon
Boston Properties
BXP
+$1.83M
2
PXD
Pioneer Natural Resource Co.
PXD
+$1.42M
3
CDNS icon
Cadence Design Systems
CDNS
+$1.37M
4
ST icon
Sensata Technologies
ST
+$1.33M
5
TXN icon
Texas Instruments
TXN
+$1.31M

Sector Composition

Rank Sector Weight
1 Financials 17.13%
2 Technology 16.78%
3 Healthcare 13.56%
4 Consumer Discretionary 10.14%
5 Communication Services 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSX icon
76
Boston Scientific
BSX
$63.6B
$3.14M 0.39%
126,701
-4,781
-4% -$132K
CRM icon
77
Salesforce
CRM
$210B
$3.11M 0.39%
30,397
-1,477
-5% -$151K
SCHW
78
Charles Schwab
SCHW
$186B
$3.1M 0.39%
60,428
-15,778
-21% -$741K
EOG icon
79
EOG Resources
EOG
$80.6B
$3.09M 0.39%
28,652
+4,844
+20% +$488K
CB icon
80
Chubb
CB
$132B
$3.05M 0.38%
20,881
-1,013
-5% -$151K
DFS
81
DELISTED
Discover Financial Services
DFS
$3.03M 0.38%
39,367
-1,579
-4% -$109K
BDX icon
82
Becton Dickinson
BDX
$50.6B
$3M 0.38%
14,347
-701
-5% -$147K
GM icon
83
General Motors
GM
$74.9B
$3M 0.38%
73,076
-6,699
-8% -$291K
EA
84
DELISTED
Electronic Arts
EA
$2.98M 0.37%
28,342
-1,124
-4% -$125K
COP icon
85
ConocoPhillips
COP
$170B
$2.97M 0.37%
54,048
-2,624
-5% -$135K
TJX icon
86
TJX Companies
TJX
$137B
$2.96M 0.37%
77,536
-3,766
-5% -$137K
ELV icon
87
Elevance Health
ELV
$90.6B
$2.94M 0.37%
13,082
-635
-5% -$135K
ITW icon
88
Illinois Tool Works
ITW
$76.5B
$2.89M 0.36%
17,323
-843
-5% -$134K
MRSH
89
Marsh
MRSH
$85.8B
$2.87M 0.36%
35,266
-1,274
-3% -$106K
ROK icon
90
Rockwell Automation
ROK
$46.3B
$2.86M 0.36%
14,553
+189
+1% +$36K
ETN icon
91
Eaton
ETN
$152B
$2.83M 0.36%
35,876
-7,180
-17% -$558K
SPGI icon
92
S&P Global
SPGI
$122B
$2.73M 0.34%
16,129
-4,334
-21% -$708K
RGA icon
93
Reinsurance Group of America
RGA
$16.2B
$2.71M 0.34%
17,393
-2,866
-14% -$434K
AEP icon
94
American Electric Power
AEP
$65.7B
$2.66M 0.33%
36,157
-1,177
-3% -$87.9K
PEG icon
95
Public Service Enterprise Group
PEG
$35.1B
$2.65M 0.33%
51,474
-2,501
-5% -$126K
UPS icon
96
United Parcel Service
UPS
$87.1B
$2.64M 0.33%
22,150
-1,076
-5% -$126K
SNPS icon
97
Synopsys
SNPS
$70.5B
$2.63M 0.33%
30,917
+760
+3% +$65.8K
PCAR icon
98
PACCAR
PCAR
$64.5B
$2.63M 0.33%
55,452
-5,895
-10% -$279K
VMW
99
DELISTED
VMware, Inc
VMW
$2.59M 0.32%
20,667
-5,469
-21% -$656K
LLY icon
100
Eli Lilly
LLY
$1.01T
$2.57M 0.32%
30,450
-1,479
-5% -$126K
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 2017 Portfolio in Review

As of Q4 2017, Sumitomo Life Insurance held 264 positions worth $797M, up 1.5% from $785M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Sumitomo Life Insurance withdrew a net $37M in Q4 2017, closing 7 positions and reducing 222 holdings. Its most notable exit was Boston Properties, an estimated $1.83M position sold in full.

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

Against the trend, Sumitomo Life Insurance opened a new position in PayPal worth $2.27M.

  • Sumitomo Life Insurance's largest Q4 2017 buy was PayPal: 30,812 shares worth $2.27M.
  • Sumitomo Life Insurance added most to Union Pacific in Q4 2017, an estimated $1.18M increase.
  • Sumitomo Life Insurance's biggest Q4 2017 reduction was Cadence Design Systems, cutting an estimated $1.37M.
  • Sumitomo Life Insurance fully exited Boston Properties in Q4 2017, selling an estimated $1.83M.
  • Sumitomo Life Insurance's ten largest holdings make up 20% of its $797M portfolio in Q4 2017.
  • Sumitomo Life Insurance opened 6 new positions and closed 7 in Q4 2017.
  • Sumitomo Life Insurance's portfolio value rose 1.5% quarter-over-quarter to $797M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2017, filed 1 Feb 2018.