We are live on ! Find out more
SLI

Sumitomo Life Insurance Portfolio holdings

AUM $6.12B
1-Year Est. Return 21.82%
This Fund
S&P 500
This Quarter Est. Return
+4.8%
1 Year Est. Return
+21.82%
3 Year Est. Return
+69.65%
5 Year Est. Return
+75.1%
10 Year Est. Return
+333.11%
AUM
$701M
AUM Growth
+$27.4M
Cap. Flow
+$6.29M
Cap. Flow %
0.9%
Top 10 Hldgs %
18.26%
Holding
299
New
8
Increased
221
Reduced
49
Closed
21

Top Buys

Rank Stock Value
1
WDC icon
Western Digital
WDC
+$1.65M
2
TER icon
Teradyne
TER
+$1.58M
3
CDNS icon
Cadence Design Systems
CDNS
+$1.36M
4
PTC icon
PTC
PTC
+$1.28M
5
IBM icon
IBM
IBM
+$1.25M

Top Sells

Rank Stock Value
1
CTSH icon
Cognizant
CTSH
+$2.05M
2
AGN
Allergan plc
AGN
+$1.85M
3
KMB icon
Kimberly-Clark
KMB
+$1.68M
4
BLOX
Infoblox Inc
BLOX
+$1.58M
5
CAH icon
Cardinal Health
CAH
+$1.4M

Sector Composition

Rank Sector Weight
1 Financials 16.82%
2 Technology 15.1%
3 Healthcare 13.99%
4 Communication Services 10.78%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADP icon
101
Automatic Data Processing
ADP
$110B
$2.13M 0.3%
20,777
+462
+2% +$43.1K
CHTR icon
102
Charter Communications
CHTR
$16.8B
$2.13M 0.3%
7,382
+163
+2% +$43.9K
MET icon
103
MetLife
MET
$62.4B
$2.12M 0.3%
44,193
+21,157
+92% +$970K
AON icon
104
Aon
AON
$64.6B
$2.06M 0.29%
18,432
+410
+2% +$45.7K
OXY icon
105
Occidental Petroleum
OXY
$63.5B
$2.04M 0.29%
28,665
+637
+2% +$45.2K
BIIB icon
106
Biogen
BIIB
$31.9B
$2.04M 0.29%
7,198
+160
+2% +$47.4K
RTN
107
DELISTED
Raytheon Company
RTN
$2.04M 0.29%
14,339
+1,697
+13% +$241K
BNY
108
Bank of New York Mellon
BNY
$105B
$2.03M 0.29%
42,887
+953
+2% +$43K
CL icon
109
Colgate-Palmolive
CL
$69.4B
$2.03M 0.29%
31,008
+689
+2% +$47.2K
D icon
110
Dominion Energy
D
$56.2B
$2.03M 0.29%
26,472
+589
+2% +$43.4K
ZTS icon
111
Zoetis
ZTS
$30.3B
$2.03M 0.29%
37,844
+4,426
+13% +$225K
SCHW
112
Charles Schwab
SCHW
$186B
$2M 0.28%
50,625
+4,005
+9% +$143K
WDC icon
113
Western Digital
WDC
$149B
$1.99M 0.28%
38,797
+35,865
+1,223% +$1.65M
CVS icon
114
CVS Health
CVS
$121B
$1.98M 0.28%
25,063
-10,860
-30% -$879K
FRC
115
DELISTED
First Republic Bank
FRC
$1.97M 0.28%
21,384
-12,285
-36% -$1M
APTV icon
116
Aptiv
APTV
$9.08B
$1.95M 0.28%
28,999
+8,126
+39% +$546K
BXP icon
117
Boston Properties
BXP
$10.2B
$1.94M 0.28%
15,448
+343
+2% +$42.6K
NUE icon
118
Nucor
NUE
$58.7B
$1.94M 0.28%
32,514
+16,622
+105% +$929K
LYB icon
119
LyondellBasell Industries
LYB
$21.1B
$1.92M 0.27%
22,367
+9,808
+78% +$823K
PARA
120
DELISTED
Paramount Global Class B
PARA
$1.91M 0.27%
29,979
+666
+2% +$39.5K
IPG
121
DELISTED
Interpublic Group of Companies
IPG
$1.89M 0.27%
80,878
+2,521
+3% +$58.3K
WM icon
122
Waste Management
WM
$86.8B
$1.89M 0.27%
26,595
+591
+2% +$39.5K
PSA icon
123
Public Storage
PSA
$55.4B
$1.85M 0.26%
8,280
+184
+2% +$39.2K
F icon
124
Ford
F
$53.8B
$1.84M 0.26%
151,838
+3,376
+2% +$40.9K
TEL icon
125
TE Connectivity
TEL
$58.3B
$1.84M 0.26%
26,522
+589
+2% +$39K
3 4
5
6 7

Similar funds

MF
Milford Funds Auckland $6.14B AUM
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Sumitomo Life Insurance's Q4 2016 Portfolio in Review

As of Q4 2016, Sumitomo Life Insurance held 299 positions worth $701M, up 4.1% from $674M the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Sumitomo Life Insurance's Q4 2016 filing shows 8 new, 221 increased, 49 reduced and 21 closed positions. Its largest new stake was Teradyne: 66,681 shares worth $1.69M. The largest sale was Cognizant, an estimated $2.05M.

By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 15% a quarter earlier, followed by Technology and Healthcare.

  • Sumitomo Life Insurance's largest Q4 2016 buy was Teradyne: 66,681 shares worth $1.69M.
  • Sumitomo Life Insurance added most to Western Digital in Q4 2016, an estimated $1.65M increase.
  • Sumitomo Life Insurance's biggest Q4 2016 reduction was Allergan plc, cutting an estimated $1.85M.
  • Sumitomo Life Insurance fully exited Cognizant in Q4 2016, selling an estimated $2.05M.
  • Sumitomo Life Insurance's ten largest holdings make up 18% of its $701M portfolio in Q4 2016.
  • Sumitomo Life Insurance opened 8 new positions and closed 21 in Q4 2016.
  • Sumitomo Life Insurance's portfolio value rose 4.1% quarter-over-quarter to $701M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2016, filed 27 Jan 2017.