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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
+4.09%
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
$815M
AUM Growth
+$58.9M
Cap. Flow
+$34.9M
Cap. Flow %
4.28%
Top 10 Hldgs %
21.17%
Holding
260
New
5
Increased
231
Reduced
17
Closed
7

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$2.46M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.77M
3
VC icon
Visteon
VC
+$1.73M
4
MSFT icon
Microsoft
MSFT
+$1.49M
5
WFC icon
Wells Fargo
WFC
+$1.43M

Top Sells

Rank Stock Value
1
AZO icon
AutoZone
AZO
+$1.56M
2
MON
Monsanto Co
MON
+$1.54M
3
TWX
Time Warner Inc
TWX
+$1.48M
4
ULTA icon
Ulta Beauty
ULTA
+$1.48M
5
LOW icon
Lowe's Companies
LOW
+$1.33M

Sector Composition

Rank Sector Weight
1 Technology 18.05%
2 Financials 16.2%
3 Healthcare 13.75%
4 Consumer Discretionary 10.64%
5 Communication Services 10.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MMM icon
76
3M
MMM
$90.9B
$3.17M 0.39%
19,289
+780
+4% +$133K
PYPL icon
77
PayPal
PYPL
$48.9B
$3.15M 0.39%
37,809
+1,484
+4% +$118K
BKNG icon
78
Booking.com
BKNG
$149B
$3.13M 0.38%
38,575
+1,525
+4% +$128K
GE icon
79
GE Aerospace
GE
$374B
$3.12M 0.38%
47,877
+1,933
+4% +$129K
ELV icon
80
Elevance Health
ELV
$81.5B
$3.11M 0.38%
13,057
+528
+4% +$122K
BIIB icon
81
Biogen
BIIB
$30B
$3.1M 0.38%
10,688
+4,340
+68% +$1.22M
SBUX icon
82
Starbucks
SBUX
$120B
$3.1M 0.38%
63,401
+2,558
+4% +$145K
ANSS
83
DELISTED
Ansys
ANSS
$3.09M 0.38%
17,726
+4,964
+39% +$826K
SCHW
84
Charles Schwab
SCHW
$183B
$3.08M 0.38%
60,348
+2,436
+4% +$135K
MRSH
85
Marsh
MRSH
$90.5B
$3.03M 0.37%
36,982
+3,228
+10% +$264K
SWK icon
86
Stanley Black & Decker
SWK
$14.3B
$2.99M 0.37%
22,523
+1,916
+9% +$276K
GM icon
87
General Motors
GM
$80.4B
$2.96M 0.36%
75,241
+5,283
+8% +$208K
QCOM icon
88
Qualcomm
QCOM
$155B
$2.94M 0.36%
52,446
+2,116
+4% +$118K
BMY icon
89
Bristol-Myers Squibb
BMY
$133B
$2.9M 0.36%
52,330
+2,112
+4% +$114K
VMW
90
DELISTED
VMware, Inc
VMW
$2.81M 0.34%
19,097
+672
+4% +$92.6K
CELG
91
DELISTED
Celgene Corp
CELG
$2.8M 0.34%
35,307
+1,424
+4% +$118K
PEG icon
92
Public Service Enterprise Group
PEG
$38.2B
$2.78M 0.34%
51,376
+2,075
+4% +$107K
SNPS icon
93
Synopsys
SNPS
$74.4B
$2.78M 0.34%
32,502
+2,911
+10% +$254K
ETN icon
94
Eaton
ETN
$161B
$2.76M 0.34%
36,936
+4,685
+15% +$362K
AEP icon
95
American Electric Power
AEP
$69.6B
$2.67M 0.33%
38,490
+3,892
+11% +$262K
CB icon
96
Chubb
CB
$135B
$2.65M 0.32%
20,840
+841
+4% +$112K
LFUS icon
97
Littelfuse
LFUS
$11.2B
$2.64M 0.32%
11,583
+946
+9% +$203K
LLY icon
98
Eli Lilly
LLY
$1.02T
$2.59M 0.32%
30,392
+1,227
+4% +$101K
CMS icon
99
CMS Energy
CMS
$22.6B
$2.59M 0.32%
54,763
+8,757
+19% +$396K
LOW icon
100
Lowe's Companies
LOW
$117B
$2.58M 0.32%
26,960
-14,675
-35% -$1.33M
2 3
4
5 6

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Sumitomo Life Insurance's Q2 2018 Portfolio in Review

As of Q2 2018, Sumitomo Life Insurance held 260 positions worth $815M, up 7.8% from $756M the previous quarter. Its ten largest holdings account for 21% of the portfolio.

Sumitomo Life Insurance deployed $34.9M of net new capital in Q2 2018, opening 5 new positions and adding to 231 existing holdings. Its largest new stake was Visteon: 13,843 shares worth $1.79M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 18% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Ulta Beauty, an estimated $1.48M trimmed.

  • Sumitomo Life Insurance's largest Q2 2018 buy was Visteon: 13,843 shares worth $1.79M.
  • Sumitomo Life Insurance added most to ExxonMobil in Q2 2018, an estimated $2.46M increase.
  • Sumitomo Life Insurance's biggest Q2 2018 reduction was Ulta Beauty, cutting an estimated $1.48M.
  • Sumitomo Life Insurance fully exited AutoZone in Q2 2018, selling an estimated $1.56M.
  • Sumitomo Life Insurance's ten largest holdings make up 21% of its $815M portfolio in Q2 2018.
  • Sumitomo Life Insurance opened 5 new positions and closed 7 in Q2 2018.
  • Sumitomo Life Insurance's portfolio value rose 7.8% quarter-over-quarter to $815M.

Based on Sumitomo Life Insurance's 13F filing for Q2 2018, filed 23 Jul 2018.