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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
+6.94%
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
$707M
AUM Growth
+$6.11M
Cap. Flow
-$35M
Cap. Flow %
-4.95%
Top 10 Hldgs %
18.65%
Holding
291
New
13
Increased
33
Reduced
239
Closed
6

Top Buys

Rank Stock Value
1
PCAR icon
PACCAR
PCAR
+$1.36M
2
EBAY icon
eBay
EBAY
+$1.06M
3
BF.B icon
Brown-Forman Class B
BF.B
+$1.01M
4
COO icon
Cooper Companies
COO
+$998K
5
PARA
Paramount Global Class B
PARA
+$996K

Top Sells

Rank Stock Value
1
GE icon
GE Aerospace
GE
+$2.25M
2
T icon
AT&T
T
+$2.03M
3
GS icon
Goldman Sachs
GS
+$1.51M
4
DIS icon
Walt Disney
DIS
+$1.47M
5
NWL icon
Newell Brands
NWL
+$1.39M

Sector Composition

Rank Sector Weight
1 Financials 16.42%
2 Technology 16.11%
3 Healthcare 13.57%
4 Communication Services 10.81%
5 Consumer Discretionary 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CL icon
101
Colgate-Palmolive
CL
$72.9B
$2.14M 0.3%
29,196
-1,812
-6% -$127K
KHC icon
102
Kraft Heinz
KHC
$30.8B
$2.09M 0.3%
23,038
-1,430
-6% -$129K
ZTS icon
103
Zoetis
ZTS
$32.1B
$2.06M 0.29%
38,666
+822
+2% +$44.4K
AON icon
104
Aon
AON
$77B
$2.06M 0.29%
17,354
-1,078
-6% -$124K
TER icon
105
Teradyne
TER
$59B
$2.02M 0.29%
65,117
-1,564
-2% -$44.7K
NVDA icon
106
NVIDIA
NVDA
$4.79T
$2.01M 0.28%
736,520
-437,440
-37% -$1.16M
ADP icon
107
Automatic Data Processing
ADP
$105B
$2M 0.28%
19,564
-1,213
-6% -$124K
CRM icon
108
Salesforce
CRM
$150B
$1.99M 0.28%
24,126
-1,497
-6% -$120K
ANET icon
109
Arista Networks
ANET
$227B
$1.96M 0.28%
237,392
-14,720
-6% -$102K
MET icon
110
MetLife
MET
$62.3B
$1.96M 0.28%
41,609
-2,584
-6% -$123K
SCHW
111
Charles Schwab
SCHW
$183B
$1.95M 0.27%
47,665
-2,960
-6% -$122K
NFLX icon
112
Netflix
NFLX
$298B
$1.94M 0.27%
131,480
+44,300
+51% +$622K
D icon
113
Dominion Energy
D
$61.5B
$1.93M 0.27%
24,925
-1,547
-6% -$117K
BXP icon
114
Boston Properties
BXP
$11.3B
$1.93M 0.27%
14,546
-902
-6% -$120K
LYB icon
115
LyondellBasell Industries
LYB
$19.9B
$1.92M 0.27%
21,059
-1,308
-6% -$119K
BNY
116
Bank of New York Mellon
BNY
$107B
$1.91M 0.27%
40,381
-2,506
-6% -$117K
ABT icon
117
Abbott
ABT
$182B
$1.87M 0.26%
42,141
-2,615
-6% -$113K
GILD icon
118
Gilead Sciences
GILD
$161B
$1.87M 0.26%
27,552
-9,356
-25% -$658K
BF.B icon
119
Brown-Forman Class B
BF.B
$13.2B
$1.86M 0.26%
63,070
+33,964
+117% +$1.01M
NDAQ icon
120
Nasdaq
NDAQ
$52.6B
$1.86M 0.26%
80,520
-87
-0.1% -$2.02K
AZO icon
121
AutoZone
AZO
$49.2B
$1.86M 0.26%
2,577
-159
-6% -$118K
TEL icon
122
TE Connectivity
TEL
$60.4B
$1.86M 0.26%
24,971
-1,551
-6% -$114K
CVS icon
123
CVS Health
CVS
$134B
$1.85M 0.26%
23,595
-1,468
-6% -$117K
BIIB icon
124
Biogen
BIIB
$30.2B
$1.84M 0.26%
6,746
-452
-6% -$128K
BDX icon
125
Becton Dickinson
BDX
$45.4B
$1.83M 0.26%
10,238
-635
-6% -$111K
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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BG
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Sumitomo Life Insurance's Q1 2017 Portfolio in Review

As of Q1 2017, Sumitomo Life Insurance held 291 positions worth $707M, up 0.87% from $701M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Sumitomo Life Insurance withdrew a net $35M in Q1 2017, closing 6 positions and reducing 239 holdings. Its most notable exit was Newell Brands, an estimated $1.39M position sold in full.

By sector, the portfolio is most concentrated in Financials at 16% of assets, down from 17% a quarter earlier, followed by Technology and Healthcare.

Against the trend, Sumitomo Life Insurance opened a new position in PACCAR worth $1.35M.

  • Sumitomo Life Insurance's largest Q1 2017 buy was PACCAR: 30,219 shares worth $1.35M.
  • Sumitomo Life Insurance added most to Brown-Forman Class B in Q1 2017, an estimated $1.01M increase.
  • Sumitomo Life Insurance's biggest Q1 2017 reduction was GE Aerospace, cutting an estimated $2.25M.
  • Sumitomo Life Insurance fully exited Newell Brands in Q1 2017, selling an estimated $1.39M.
  • Sumitomo Life Insurance's ten largest holdings make up 19% of its $707M portfolio in Q1 2017.
  • Sumitomo Life Insurance opened 13 new positions and closed 6 in Q1 2017.
  • Sumitomo Life Insurance's portfolio value rose 0.87% quarter-over-quarter to $707M.

Based on Sumitomo Life Insurance's 13F filing for Q1 2017, filed 26 Apr 2017.