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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
+14.54%
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
$744M
AUM Growth
+$22.4M
Cap. Flow
-$72M
Cap. Flow %
-9.68%
Top 10 Hldgs %
20.5%
Holding
262
New
7
Increased
15
Reduced
236
Closed
4

Top Buys

Rank Stock Value
1
TOL icon
Toll Brothers
TOL
+$1.21M
2
KEYS icon
Keysight
KEYS
+$1.2M
3
APC
Anadarko Petroleum
APC
+$1.12M
4
BABA icon
Alibaba
BABA
+$1.04M
5
KEY icon
KeyCorp
KEY
+$982K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.79M
2
MSFT icon
Microsoft
MSFT
+$2.68M
3
AMZN icon
Amazon
AMZN
+$2.15M
4
RHT
Red Hat Inc
RHT
+$1.65M
5
BAC icon
Bank of America
BAC
+$1.64M

Sector Composition

Rank Sector Weight
1 Technology 18.51%
2 Financials 15.24%
3 Healthcare 14.29%
4 Consumer Discretionary 10.86%
5 Communication Services 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMT icon
76
American Tower
AMT
$81.7B
$2.92M 0.39%
14,840
-1,686
-10% -$296K
RTN
77
DELISTED
Raytheon Company
RTN
$2.91M 0.39%
15,986
-1,585
-9% -$276K
ELV icon
78
Elevance Health
ELV
$82B
$2.87M 0.39%
9,983
-1,146
-10% -$331K
SNPS icon
79
Synopsys
SNPS
$77.3B
$2.83M 0.38%
24,586
-2,313
-9% -$229K
QCOM icon
80
Qualcomm
QCOM
$171B
$2.71M 0.36%
47,455
-5,388
-10% -$291K
LOW icon
81
Lowe's Companies
LOW
$122B
$2.67M 0.36%
24,389
-2,771
-10% -$277K
CB icon
82
Chubb
CB
$134B
$2.64M 0.36%
18,856
-2,141
-10% -$285K
VMW
83
DELISTED
VMware, Inc
VMW
$2.63M 0.35%
14,591
-2,015
-12% -$328K
BABA icon
84
Alibaba
BABA
$309B
$2.55M 0.34%
14,000
+6,200
+79% +$1.04M
ANSS
85
DELISTED
Ansys
ANSS
$2.54M 0.34%
13,892
-1,364
-9% -$231K
HCA icon
86
HCA Healthcare
HCA
$86.8B
$2.51M 0.34%
19,282
-2,189
-10% -$294K
SLB icon
87
SLB Ltd
SLB
$75.4B
$2.48M 0.33%
56,823
-6,396
-10% -$276K
BKNG icon
88
Booking.com
BKNG
$151B
$2.44M 0.33%
34,900
-4,025
-10% -$287K
SO icon
89
Southern Company
SO
$107B
$2.42M 0.32%
46,759
-5,309
-10% -$260K
ETN icon
90
Eaton
ETN
$173B
$2.38M 0.32%
29,576
-2,100
-7% -$160K
TFC icon
91
Truist Financial
TFC
$64.3B
$2.38M 0.32%
51,217
-10,839
-17% -$529K
EOG icon
92
EOG Resources
EOG
$76.4B
$2.36M 0.32%
24,834
-2,275
-8% -$217K
MPC icon
93
Marathon Petroleum
MPC
$91.3B
$2.36M 0.32%
39,456
-3,060
-7% -$193K
SWK icon
94
Stanley Black & Decker
SWK
$15.5B
$2.35M 0.32%
17,242
-1,241
-7% -$162K
XLNX
95
DELISTED
Xilinx Inc
XLNX
$2.35M 0.32%
18,505
-2,559
-12% -$287K
SCHW
96
Charles Schwab
SCHW
$185B
$2.33M 0.31%
54,604
-6,200
-10% -$280K
GM icon
97
General Motors
GM
$77.5B
$2.33M 0.31%
62,889
-6,120
-9% -$232K
USB icon
98
US Bancorp
USB
$100B
$2.32M 0.31%
48,088
-5,462
-10% -$274K
CELG
99
DELISTED
Celgene Corp
CELG
$2.32M 0.31%
24,560
-11,016
-31% -$963K
MDLZ icon
100
Mondelez International
MDLZ
$79.2B
$2.31M 0.31%
46,178
-5,244
-10% -$241K
2 3
4
5 6

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AI
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NCM
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Sumitomo Life Insurance's Q1 2019 Portfolio in Review

As of Q1 2019, Sumitomo Life Insurance held 262 positions worth $744M, up 3.1% from $722M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Sumitomo Life Insurance withdrew a net $72M in Q1 2019, closing 4 positions and reducing 236 holdings. Its most notable exit was Juniper Networks, an estimated $1.5M position sold in full.

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

Against the trend, Sumitomo Life Insurance opened a new position in Toll Brothers worth $1.22M.

  • Sumitomo Life Insurance's largest Q1 2019 buy was Toll Brothers: 33,777 shares worth $1.22M.
  • Sumitomo Life Insurance added most to Anadarko Petroleum in Q1 2019, an estimated $1.12M increase.
  • Sumitomo Life Insurance's biggest Q1 2019 reduction was Apple, cutting an estimated $2.79M.
  • Sumitomo Life Insurance fully exited Juniper Networks in Q1 2019, selling an estimated $1.5M.
  • Sumitomo Life Insurance's ten largest holdings make up 20% of its $744M portfolio in Q1 2019.
  • Sumitomo Life Insurance opened 7 new positions and closed 4 in Q1 2019.
  • Sumitomo Life Insurance's portfolio value rose 3.1% quarter-over-quarter to $744M.

Based on Sumitomo Life Insurance's 13F filing for Q1 2019, filed 17 Apr 2019.