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SLI

Sumitomo Life Insurance Portfolio holdings

AUM $6.12B
1-Year Est. Return 21.82%
This Fund
S&P 500
This Quarter Est. Return
+4.92%
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
$785M
AUM Growth
+$18.4M
Cap. Flow
-$14M
Cap. Flow %
-1.79%
Top 10 Hldgs %
18.69%
Holding
270
New
9
Increased
24
Reduced
225
Closed
12

Top Buys

Rank Stock Value
1
TFC icon
Truist Financial
TFC
+$3.46M
2
KO icon
Coca-Cola
KO
+$2.34M
3
SNPS icon
Synopsys
SNPS
+$2.34M
4
DD icon
DuPont de Nemours
DD
+$1.5M
5
EL icon
Estee Lauder
EL
+$1.49M

Top Sells

Rank Stock Value
1
TWX
Time Warner Inc
TWX
+$2.46M
2
JCI icon
Johnson Controls International
JCI
+$2.03M
3
NOC icon
Northrop Grumman
NOC
+$1.85M
4
RAI
Reynolds American Inc
RAI
+$1.82M
5
AXP icon
American Express
AXP
+$1.63M

Sector Composition

Rank Sector Weight
1 Financials 16.75%
2 Technology 16.6%
3 Healthcare 14.27%
4 Communication Services 10.39%
5 Consumer Discretionary 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AON icon
101
Aon
AON
$64.6B
$2.6M 0.33%
17,797
-320
-2% -$44.7K
CHTR icon
102
Charter Communications
CHTR
$16.8B
$2.59M 0.33%
7,128
-129
-2% -$48K
ROK icon
103
Rockwell Automation
ROK
$46.3B
$2.56M 0.33%
14,364
+2,689
+23% +$447K
FRC
104
DELISTED
First Republic Bank
FRC
$2.54M 0.32%
24,301
-2,199
-8% -$218K
XLNX
105
DELISTED
Xilinx Inc
XLNX
$2.51M 0.32%
35,447
-795
-2% -$51.9K
PEG icon
106
Public Service Enterprise Group
PEG
$35.1B
$2.5M 0.32%
53,975
-994
-2% -$45K
NFLX icon
107
Netflix
NFLX
$324B
$2.45M 0.31%
134,860
-2,450
-2% -$42.7K
SNPS icon
108
Synopsys
SNPS
$70.5B
$2.43M 0.31%
+30,157
New +$2.34M
REGN icon
109
Regeneron Pharmaceuticals
REGN
$79.7B
$2.42M 0.31%
5,402
-698
-11% -$332K
PARA
110
DELISTED
Paramount Global Class B
PARA
$2.38M 0.3%
41,116
+8,082
+24% +$511K
DUK icon
111
Duke Energy
DUK
$91.8B
$2.33M 0.3%
27,747
-502
-2% -$43K
EOG icon
112
EOG Resources
EOG
$80.6B
$2.3M 0.29%
23,808
-7,440
-24% -$672K
PRU icon
113
Prudential Financial
PRU
$41.2B
$2.29M 0.29%
21,567
-392
-2% -$41.9K
GILD icon
114
Gilead Sciences
GILD
$181B
$2.29M 0.29%
28,256
-515
-2% -$39.4K
ADI icon
115
Analog Devices
ADI
$175B
$2.25M 0.29%
26,088
-481
-2% -$38.8K
XYL icon
116
Xylem
XYL
$25.1B
$2.25M 0.29%
35,886
-9,607
-21% -$574K
CTAS icon
117
Cintas
CTAS
$79.6B
$2.23M 0.28%
61,852
-1,132
-2% -$37.7K
MKC icon
118
McCormick & Company Non-Voting
MKC
$13.4B
$2.2M 0.28%
42,858
-1,170
-3% -$56.4K
SPG icon
119
Simon Property Group
SPG
$66B
$2.18M 0.28%
13,555
-245
-2% -$39.1K
CL icon
120
Colgate-Palmolive
CL
$69.4B
$2.18M 0.28%
29,939
-542
-2% -$39.1K
MDLZ icon
121
Mondelez International
MDLZ
$79.3B
$2.18M 0.28%
53,617
-970
-2% -$41.2K
BIIB icon
122
Biogen
BIIB
$31.9B
$2.18M 0.28%
6,949
-127
-2% -$37.6K
TER icon
123
Teradyne
TER
$52B
$2.17M 0.28%
58,283
-16,462
-22% -$570K
BC icon
124
Brunswick
BC
$4.46B
$2.14M 0.27%
38,243
-921
-2% -$51.7K
LYB icon
125
LyondellBasell Industries
LYB
$21.1B
$2.14M 0.27%
21,593
-392
-2% -$35.3K
3 4
5
6 7

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LP
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PAMP
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WCM
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MOS
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NLI
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WIA
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Sumitomo Life Insurance's Q3 2017 Portfolio in Review

As of Q3 2017, Sumitomo Life Insurance held 270 positions worth $785M, up 2.4% from $767M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Sumitomo Life Insurance's Q3 2017 filing shows 9 new, 24 increased, 225 reduced and 12 closed positions. Its largest new stake was Truist Financial: 75,196 shares worth $3.53M. The largest sale was Time Warner Inc, an estimated $2.46M.

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

  • Sumitomo Life Insurance's largest Q3 2017 buy was Truist Financial: 75,196 shares worth $3.53M.
  • Sumitomo Life Insurance added most to Coca-Cola in Q3 2017, an estimated $2.34M increase.
  • Sumitomo Life Insurance's biggest Q3 2017 reduction was Time Warner Inc, cutting an estimated $2.46M.
  • Sumitomo Life Insurance fully exited Johnson Controls International in Q3 2017, selling an estimated $2.03M.
  • Sumitomo Life Insurance's ten largest holdings make up 19% of its $785M portfolio in Q3 2017.
  • Sumitomo Life Insurance opened 9 new positions and closed 12 in Q3 2017.
  • Sumitomo Life Insurance's portfolio value rose 2.4% quarter-over-quarter to $785M.

Based on Sumitomo Life Insurance's 13F filing for Q3 2017, filed 17 Oct 2017.