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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
-12.16%
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
$722M
AUM Growth
-$111M
Cap. Flow
+$2.78M
Cap. Flow %
0.38%
Top 10 Hldgs %
20.19%
Holding
261
New
2
Increased
191
Reduced
62
Closed
6

Top Buys

Rank Stock Value
1
IBM icon
IBM
IBM
+$1.15M
2
VFC icon
VF Corp
VFC
+$1.14M
3
DVN icon
Devon Energy
DVN
+$1.04M
4
CY
Cypress Semiconductor
CY
+$1.03M
5
CI icon
Cigna
CI
+$783K

Top Sells

Rank Stock Value
1
AET
Aetna Inc
AET
+$2.17M
2
SYK icon
Stryker
SYK
+$1.79M
3
DD icon
DuPont de Nemours
DD
+$1.57M
4
ESRX
Express Scripts Holding Company
ESRX
+$1.43M
5
ADI icon
Analog Devices
ADI
+$1.41M

Sector Composition

Rank Sector Weight
1 Technology 17.79%
2 Financials 15.88%
3 Healthcare 15.6%
4 Consumer Discretionary 10.3%
5 Communication Services 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RTX icon
76
RTX Corp
RTX
$291B
$2.73M 0.38%
40,740
+1,063
+3% +$83.4K
CB icon
77
Chubb
CB
$133B
$2.71M 0.38%
20,997
+506
+2% +$65.4K
RTN
78
DELISTED
Raytheon Company
RTN
$2.69M 0.37%
17,571
+2,583
+17% +$462K
PEG icon
79
Public Service Enterprise Group
PEG
$37.5B
$2.69M 0.37%
51,764
+1,199
+2% +$64.5K
TFC icon
80
Truist Financial
TFC
$63.8B
$2.69M 0.37%
62,056
-2,334
-4% -$112K
BKNG icon
81
Booking.com
BKNG
$149B
$2.68M 0.37%
38,925
+1,025
+3% +$75.2K
HCA icon
82
HCA Healthcare
HCA
$86B
$2.67M 0.37%
21,471
+517
+2% +$69.4K
AMT icon
83
American Tower
AMT
$79.3B
$2.61M 0.36%
16,526
+384
+2% +$60K
EW icon
84
Edwards Lifesciences
EW
$51.2B
$2.6M 0.36%
50,889
+5,898
+13% +$298K
SCHW
85
Charles Schwab
SCHW
$184B
$2.52M 0.35%
60,804
+1,467
+2% +$66.4K
MPC icon
86
Marathon Petroleum
MPC
$90.4B
$2.51M 0.35%
42,516
-920
-2% -$62.8K
LOW icon
87
Lowe's Companies
LOW
$120B
$2.51M 0.35%
27,160
+656
+2% +$63.3K
USB icon
88
US Bancorp
USB
$99.8B
$2.45M 0.34%
53,550
+1,294
+2% +$66.6K
NVDA icon
89
NVIDIA
NVDA
$5.09T
$2.42M 0.34%
724,360
+17,440
+2% +$83.4K
RHT
90
DELISTED
Red Hat Inc
RHT
$2.39M 0.33%
13,582
+327
+2% +$51.8K
EOG icon
91
EOG Resources
EOG
$76B
$2.36M 0.33%
27,109
-960
-3% -$103K
GM icon
92
General Motors
GM
$76B
$2.31M 0.32%
69,009
+645
+0.9% +$22.3K
DUK icon
93
Duke Energy
DUK
$95.6B
$2.3M 0.32%
26,611
+596
+2% +$50.7K
SO icon
94
Southern Company
SO
$106B
$2.29M 0.32%
52,068
+1,205
+2% +$54.8K
NTAP icon
95
NetApp
NTAP
$37.2B
$2.29M 0.32%
38,292
-562
-1% -$40.4K
SLB icon
96
SLB Ltd
SLB
$74.4B
$2.28M 0.32%
63,219
+15,422
+32% +$761K
CELG
97
DELISTED
Celgene Corp
CELG
$2.28M 0.32%
35,576
+859
+2% +$63.4K
VMW
98
DELISTED
VMware, Inc
VMW
$2.28M 0.32%
16,606
-315
-2% -$47.6K
SNPS icon
99
Synopsys
SNPS
$77.1B
$2.27M 0.31%
26,899
-961
-3% -$85.4K
RGA icon
100
Reinsurance Group of America
RGA
$15.4B
$2.25M 0.31%
16,006
-456
-3% -$64.6K
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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BG
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Sumitomo Life Insurance's Q4 2018 Portfolio in Review

As of Q4 2018, Sumitomo Life Insurance held 261 positions worth $722M, down 13% from $832M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Trading was light in Q4 2018: portfolio turnover was 3.1%. Sumitomo Life Insurance opened 2 new positions and exited 6, leaving the 261-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 19% a quarter earlier, followed by Financials and Healthcare.

  • Sumitomo Life Insurance's largest Q4 2018 buy was VF Corp: 14,880 shares worth $1M.
  • Sumitomo Life Insurance added most to IBM in Q4 2018, an estimated $1.15M increase.
  • Sumitomo Life Insurance's biggest Q4 2018 reduction was DuPont de Nemours, cutting an estimated $1.57M.
  • Sumitomo Life Insurance fully exited Aetna Inc in Q4 2018, selling an estimated $2.17M.
  • Sumitomo Life Insurance's ten largest holdings make up 20% of its $722M portfolio in Q4 2018.
  • Sumitomo Life Insurance opened 2 new positions and closed 6 in Q4 2018.
  • Sumitomo Life Insurance's portfolio value fell 13% quarter-over-quarter to $722M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2018, filed 24 Jan 2019.