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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
+7.24%
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
$797M
AUM Growth
+$12M
Cap. Flow
-$37M
Cap. Flow %
-4.64%
Top 10 Hldgs %
19.62%
Holding
264
New
6
Increased
29
Reduced
222
Closed
7

Top Buys

Rank Stock Value
1
PYPL icon
PayPal
PYPL
+$2.23M
2
ANSS
Ansys
ANSS
+$1.48M
3
ARE icon
Alexandria Real Estate Equities
ARE
+$1.47M
4
UNP icon
Union Pacific
UNP
+$1.18M
5
TDG icon
TransDigm Group
TDG
+$1.03M

Top Sells

Rank Stock Value
1
BXP icon
Boston Properties
BXP
+$1.83M
2
PXD
Pioneer Natural Resource Co.
PXD
+$1.42M
3
CDNS icon
Cadence Design Systems
CDNS
+$1.37M
4
ST icon
Sensata Technologies
ST
+$1.33M
5
TXN icon
Texas Instruments
TXN
+$1.31M

Sector Composition

Rank Sector Weight
1 Financials 17.13%
2 Technology 16.78%
3 Healthcare 13.56%
4 Consumer Discretionary 10.14%
5 Communication Services 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZTS icon
101
Zoetis
ZTS
$30.3B
$2.57M 0.32%
35,702
-13,515
-27% -$928K
MAR icon
102
Marriott International
MAR
$87.9B
$2.52M 0.32%
18,604
-5,748
-24% -$706K
NFLX icon
103
Netflix
NFLX
$324B
$2.47M 0.31%
128,610
-6,250
-5% -$120K
PRU icon
104
Prudential Financial
PRU
$41.2B
$2.37M 0.3%
20,566
-1,001
-5% -$112K
AGN
105
DELISTED
Allergan plc
AGN
$2.36M 0.3%
14,417
-705
-5% -$127K
AMT icon
106
American Tower
AMT
$82.8B
$2.34M 0.29%
16,421
+3,323
+25% +$474K
XLNX
107
DELISTED
Xilinx Inc
XLNX
$2.3M 0.29%
34,077
-1,370
-4% -$97.2K
CHTR icon
108
Charter Communications
CHTR
$16.8B
$2.28M 0.29%
6,798
-330
-5% -$112K
CAT icon
109
Caterpillar
CAT
$360B
$2.27M 0.29%
14,440
-703
-5% -$97.5K
AON icon
110
Aon
AON
$64.6B
$2.27M 0.29%
16,971
-826
-5% -$118K
LYB icon
111
LyondellBasell Industries
LYB
$21.1B
$2.27M 0.29%
20,593
-1,000
-5% -$104K
PYPL icon
112
PayPal
PYPL
$46B
$2.27M 0.28%
+30,812
New +$2.23M
MHK icon
113
Mohawk Industries
MHK
$8.74B
$2.24M 0.28%
8,110
-318
-4% -$85.3K
TRV icon
114
Travelers Companies
TRV
$78.8B
$2.24M 0.28%
16,485
-801
-5% -$106K
DUK icon
115
Duke Energy
DUK
$91.8B
$2.23M 0.28%
26,462
-1,285
-5% -$112K
SPG icon
116
Simon Property Group
SPG
$66B
$2.22M 0.28%
12,926
-629
-5% -$102K
ADI icon
117
Analog Devices
ADI
$175B
$2.21M 0.28%
24,879
-1,209
-5% -$107K
MDLZ icon
118
Mondelez International
MDLZ
$79.3B
$2.19M 0.27%
51,133
-2,484
-5% -$104K
TER icon
119
Teradyne
TER
$52B
$2.18M 0.27%
52,110
-6,173
-11% -$255K
CCI icon
120
Crown Castle
CCI
$31.2B
$2.17M 0.27%
19,538
-948
-5% -$102K
CMS icon
121
CMS Energy
CMS
$20.7B
$2.16M 0.27%
45,601
+11,424
+33% +$553K
CL icon
122
Colgate-Palmolive
CL
$69.4B
$2.15M 0.27%
28,552
-1,387
-5% -$101K
MKC icon
123
McCormick & Company Non-Voting
MKC
$13.4B
$2.12M 0.27%
41,582
-1,276
-3% -$63.6K
WM icon
124
Waste Management
WM
$86.8B
$2.11M 0.27%
24,487
-1,190
-5% -$96.9K
BIIB icon
125
Biogen
BIIB
$31.9B
$2.11M 0.26%
6,628
-321
-5% -$103K
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 2017 Portfolio in Review

As of Q4 2017, Sumitomo Life Insurance held 264 positions worth $797M, up 1.5% from $785M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Sumitomo Life Insurance withdrew a net $37M in Q4 2017, closing 7 positions and reducing 222 holdings. Its most notable exit was Boston Properties, an estimated $1.83M position sold in full.

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

Against the trend, Sumitomo Life Insurance opened a new position in PayPal worth $2.27M.

  • Sumitomo Life Insurance's largest Q4 2017 buy was PayPal: 30,812 shares worth $2.27M.
  • Sumitomo Life Insurance added most to Union Pacific in Q4 2017, an estimated $1.18M increase.
  • Sumitomo Life Insurance's biggest Q4 2017 reduction was Cadence Design Systems, cutting an estimated $1.37M.
  • Sumitomo Life Insurance fully exited Boston Properties in Q4 2017, selling an estimated $1.83M.
  • Sumitomo Life Insurance's ten largest holdings make up 20% of its $797M portfolio in Q4 2017.
  • Sumitomo Life Insurance opened 6 new positions and closed 7 in Q4 2017.
  • Sumitomo Life Insurance's portfolio value rose 1.5% quarter-over-quarter to $797M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2017, filed 1 Feb 2018.