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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
+9.81%
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
$883M
AUM Growth
+$114M
Cap. Flow
+$43.9M
Cap. Flow %
4.97%
Top 10 Hldgs %
25.44%
Holding
268
New
3
Increased
245
Reduced
14
Closed
4

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$2.03M
2
MSFT icon
Microsoft
MSFT
+$1.77M
3
FIS icon
Fidelity National Information Services
FIS
+$1.7M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.4M
5
BFAM icon
Bright Horizons
BFAM
+$1.32M

Top Sells

Rank Stock Value
1
CELG
Celgene Corp
CELG
+$2.36M
2
VC icon
Visteon
VC
+$1.15M
3
EW icon
Edwards Lifesciences
EW
+$1.01M
4
CTAS icon
Cintas
CTAS
+$894K
5
PEG icon
Public Service Enterprise Group
PEG
+$709K

Sector Composition

Rank Sector Weight
1 Technology 18.99%
2 Financials 14.65%
3 Healthcare 13.41%
4 Consumer Discretionary 9.8%
5 Communication Services 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CME icon
76
CME Group
CME
$94.8B
$3.21M 0.36%
16,013
+899
+6% +$184K
TJX icon
77
TJX Companies
TJX
$172B
$3.13M 0.35%
51,242
+2,880
+6% +$170K
BABA icon
78
Alibaba
BABA
$305B
$3.08M 0.35%
14,500
+3,800
+36% +$713K
RTN
79
DELISTED
Raytheon Company
RTN
$3.04M 0.34%
13,829
+777
+6% +$164K
QCOM icon
80
Qualcomm
QCOM
$165B
$3.04M 0.34%
34,435
+1,935
+6% +$162K
COF icon
81
Capital One
COF
$134B
$2.96M 0.34%
28,804
+1,619
+6% +$156K
ELV icon
82
Elevance Health
ELV
$82.6B
$2.96M 0.34%
9,795
+551
+6% +$152K
CHTR icon
83
Charter Communications
CHTR
$17.4B
$2.92M 0.33%
6,025
+339
+6% +$156K
SO icon
84
Southern Company
SO
$106B
$2.92M 0.33%
45,878
+2,579
+6% +$160K
LOW icon
85
Lowe's Companies
LOW
$119B
$2.87M 0.32%
23,931
+1,346
+6% +$154K
ANSS
86
DELISTED
Ansys
ANSS
$2.84M 0.32%
11,027
-1,734
-14% -$410K
MRSH
87
Marsh
MRSH
$91.6B
$2.83M 0.32%
25,393
+1,178
+5% +$123K
BKNG icon
88
Booking.com
BKNG
$150B
$2.81M 0.32%
34,250
+1,950
+6% +$153K
BIIB icon
89
Biogen
BIIB
$29.6B
$2.81M 0.32%
9,470
+533
+6% +$148K
CI icon
90
Cigna
CI
$72.9B
$2.8M 0.32%
13,714
+5,900
+76% +$1.08M
USB icon
91
US Bancorp
USB
$99.2B
$2.8M 0.32%
47,184
+2,653
+6% +$153K
HCA icon
92
HCA Healthcare
HCA
$86.9B
$2.8M 0.32%
18,920
+1,064
+6% +$143K
ETN icon
93
Eaton
ETN
$172B
$2.75M 0.31%
28,979
+1,371
+5% +$122K
CSX icon
94
CSX Corp
CSX
$91.7B
$2.69M 0.31%
111,603
+6,273
+6% +$148K
A icon
95
Agilent Technologies
A
$39.4B
$2.66M 0.3%
31,182
+1,757
+6% +$138K
TGT icon
96
Target
TGT
$66.5B
$2.66M 0.3%
20,714
+1,168
+6% +$137K
IQV icon
97
IQVIA
IQV
$38B
$2.62M 0.3%
16,981
+8,299
+96% +$1.21M
SNPS icon
98
Synopsys
SNPS
$76.5B
$2.59M 0.29%
18,636
+900
+5% +$123K
MO icon
99
Altria Group
MO
$113B
$2.59M 0.29%
51,822
+2,918
+6% +$138K
DOW icon
100
Dow Inc
DOW
$21.1B
$2.55M 0.29%
46,593
+24,383
+110% +$1.26M
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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Sumitomo Life Insurance's Q4 2019 Portfolio in Review

As of Q4 2019, Sumitomo Life Insurance held 268 positions worth $883M, up 15% from $769M the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Sumitomo Life Insurance deployed $43.9M of net new capital in Q4 2019, opening 3 new positions and adding to 245 existing holdings. Its largest new stake was Bright Horizons: 8,818 shares worth $1.32M.

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

On the sell side, the largest reduction was Edwards Lifesciences, an estimated $1.01M trimmed.

  • Sumitomo Life Insurance's largest Q4 2019 buy was Bright Horizons: 8,818 shares worth $1.32M.
  • Sumitomo Life Insurance added most to Meta Platforms (Facebook) in Q4 2019, an estimated $2.03M increase.
  • Sumitomo Life Insurance's biggest Q4 2019 reduction was Edwards Lifesciences, cutting an estimated $1.01M.
  • Sumitomo Life Insurance fully exited Celgene Corp in Q4 2019, selling an estimated $2.36M.
  • Sumitomo Life Insurance's ten largest holdings make up 25% of its $883M portfolio in Q4 2019.
  • Sumitomo Life Insurance opened 3 new positions and closed 4 in Q4 2019.
  • Sumitomo Life Insurance's portfolio value rose 15% quarter-over-quarter to $883M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2019, filed 24 Jan 2020.