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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
+6.14%
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
$1.07B
AUM Growth
+$28.5M
Cap. Flow
-$22.7M
Cap. Flow %
-2.12%
Top 10 Hldgs %
17.07%
Holding
262
New
13
Increased
54
Reduced
189
Closed
6

Top Buys

Rank Stock Value
1
TMO icon
Thermo Fisher Scientific
TMO
+$4.93M
2
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$4.02M
3
ETN icon
Eaton
ETN
+$3.9M
4
TJX icon
TJX Companies
TJX
+$2.45M
5
WHR icon
Whirlpool
WHR
+$2.3M

Top Sells

Rank Stock Value
1
NWSA
NEWS CORPORATION CL-A
NWSA
+$4.3M
2
AGN
Allergan Inc
AGN
+$3.67M
3
STI
SunTrust Banks, Inc.
STI
+$2.72M
4
T icon
AT&T
T
+$2.18M
5
PCG icon
PG&E
PCG
+$1.9M

Sector Composition

Rank Sector Weight
1 Financials 15.29%
2 Healthcare 14.03%
3 Technology 13.21%
4 Energy 10.68%
5 Industrials 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEE icon
101
NextEra Energy
NEE
$181B
$3.55M 0.33%
177,020
-15,220
-8% -$314K
ADP icon
102
Automatic Data Processing
ADP
$106B
$3.51M 0.33%
55,223
-2,088
-4% -$133K
ADBE icon
103
Adobe
ADBE
$99.5B
$3.49M 0.33%
67,274
-19,887
-23% -$949K
D icon
104
Dominion Energy
D
$60.8B
$3.45M 0.32%
55,207
-2,083
-4% -$124K
PSX icon
105
Phillips 66
PSX
$84.9B
$3.42M 0.32%
59,070
-2,258
-4% -$131K
PRU icon
106
Prudential Financial
PRU
$42.4B
$3.37M 0.31%
43,238
-17,051
-28% -$1.34M
STT icon
107
State Street
STT
$50.6B
$3.36M 0.31%
51,097
-1,941
-4% -$133K
BNY
108
Bank of New York Mellon
BNY
$106B
$3.33M 0.31%
110,363
-4,036
-4% -$124K
BLK icon
109
Blackrock
BLK
$169B
$3.33M 0.31%
12,304
-472
-4% -$128K
ITW icon
110
Illinois Tool Works
ITW
$82.6B
$3.29M 0.31%
43,113
-1,579
-4% -$115K
BEAM
111
DELISTED
BEAM INC COM STK (DE)
BEAM
$3.28M 0.31%
50,682
+12,245
+32% +$786K
BEN icon
112
Franklin Resources
BEN
$17.6B
$3.27M 0.3%
64,646
+9,830
+18% +$474K
ELV icon
113
Elevance Health
ELV
$81.5B
$3.26M 0.3%
39,016
+4,511
+13% +$387K
CTXS
114
DELISTED
Citrix Systems Inc
CTXS
$3.25M 0.3%
57,809
+1,218
+2% +$68.1K
TWC
115
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
$3.17M 0.3%
28,390
-8,982
-24% -$1.01M
PH icon
116
Parker-Hannifin
PH
$123B
$3.16M 0.29%
29,106
-1,060
-4% -$109K
CMI icon
117
Cummins
CMI
$87.5B
$3.15M 0.29%
23,708
-2,877
-11% -$355K
CL icon
118
Colgate-Palmolive
CL
$73.1B
$3.14M 0.29%
53,010
-2,005
-4% -$119K
TXN icon
119
Texas Instruments
TXN
$252B
$3.12M 0.29%
77,576
-2,973
-4% -$115K
XEL icon
120
Xcel Energy
XEL
$48.8B
$3.11M 0.29%
112,511
-10,120
-8% -$289K
BXP icon
121
Boston Properties
BXP
$11.2B
$3.1M 0.29%
28,964
-1,056
-4% -$112K
AMT icon
122
American Tower
AMT
$80.8B
$3.06M 0.29%
41,292
-1,574
-4% -$114K
YHOO
123
DELISTED
Yahoo Inc
YHOO
$3.05M 0.28%
92,026
-3,420
-4% -$96.7K
HPQ icon
124
HP
HPQ
$24.9B
$3.04M 0.28%
318,909
-11,649
-4% -$129K
BAX icon
125
Baxter International
BAX
$13.5B
$3.01M 0.28%
84,318
-16,572
-16% -$643K
3 4
5
6 7

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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 Q3 2013 Portfolio in Review

As of Q3 2013, Sumitomo Life Insurance held 262 positions worth $1.07B, up 2.7% from $1.04B the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Sumitomo Life Insurance's Q3 2013 filing shows 13 new, 54 increased, 189 reduced and 6 closed positions. Its largest new stake was Thermo Fisher Scientific: 54,564 shares worth $5.03M. The largest sale was NEWS CORPORATION CL-A, an estimated $4.3M.

By sector, the portfolio is most concentrated in Financials at 15% of assets, down from 16% a quarter earlier, followed by Healthcare and Technology.

  • Sumitomo Life Insurance's largest Q3 2013 buy was Thermo Fisher Scientific: 54,564 shares worth $5.03M.
  • Sumitomo Life Insurance added most to AbbVie in Q3 2013, an estimated $1.61M increase.
  • Sumitomo Life Insurance's biggest Q3 2013 reduction was AT&T, cutting an estimated $2.18M.
  • Sumitomo Life Insurance fully exited NEWS CORPORATION CL-A in Q3 2013, selling an estimated $4.3M.
  • Sumitomo Life Insurance's ten largest holdings make up 17% of its $1.07B portfolio in Q3 2013.
  • Sumitomo Life Insurance opened 13 new positions and closed 6 in Q3 2013.
  • Sumitomo Life Insurance's portfolio value rose 2.7% quarter-over-quarter to $1.07B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2013, filed 13 Nov 2013.