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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
+14.54%
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
$744M
AUM Growth
+$22.4M
Cap. Flow
-$72M
Cap. Flow %
-9.68%
Top 10 Hldgs %
20.5%
Holding
262
New
7
Increased
15
Reduced
236
Closed
4

Top Buys

Rank Stock Value
1
TOL icon
Toll Brothers
TOL
+$1.21M
2
KEYS icon
Keysight
KEYS
+$1.2M
3
APC
Anadarko Petroleum
APC
+$1.12M
4
BABA icon
Alibaba
BABA
+$1.04M
5
KEY icon
KeyCorp
KEY
+$982K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.79M
2
MSFT icon
Microsoft
MSFT
+$2.68M
3
AMZN icon
Amazon
AMZN
+$2.15M
4
RHT
Red Hat Inc
RHT
+$1.65M
5
BAC icon
Bank of America
BAC
+$1.64M

Sector Composition

Rank Sector Weight
1 Technology 18.51%
2 Financials 15.24%
3 Healthcare 14.29%
4 Consumer Discretionary 10.86%
5 Communication Services 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WM icon
101
Waste Management
WM
$89.9B
$2.3M 0.31%
22,114
-2,512
-10% -$245K
BIIB icon
102
Biogen
BIIB
$30.4B
$2.29M 0.31%
9,672
-1,121
-10% -$353K
CCI icon
103
Crown Castle
CCI
$32.1B
$2.26M 0.3%
17,683
-1,964
-10% -$230K
BMY icon
104
Bristol-Myers Squibb
BMY
$130B
$2.26M 0.3%
47,351
-5,376
-10% -$268K
EL icon
105
Estee Lauder
EL
$31.7B
$2.26M 0.3%
13,634
-1,503
-10% -$221K
UPS icon
106
United Parcel Service
UPS
$91.7B
$2.23M 0.3%
20,004
-2,271
-10% -$241K
CMS icon
107
CMS Energy
CMS
$22.3B
$2.16M 0.29%
38,911
-3,202
-8% -$169K
GE icon
108
GE Aerospace
GE
$395B
$2.16M 0.29%
43,352
-4,887
-10% -$230K
DUK icon
109
Duke Energy
DUK
$95.9B
$2.16M 0.29%
23,971
-2,640
-10% -$233K
MKC icon
110
McCormick & Company Non-Voting
MKC
$14.1B
$2.15M 0.29%
28,514
-2,584
-8% -$174K
SPG icon
111
Simon Property Group
SPG
$72.9B
$2.13M 0.29%
11,710
-1,289
-10% -$229K
CHTR icon
112
Charter Communications
CHTR
$18.3B
$2.13M 0.29%
6,139
-697
-10% -$230K
MAR icon
113
Marriott International
MAR
$94.2B
$2.11M 0.28%
16,855
-1,864
-10% -$219K
ROK icon
114
Rockwell Automation
ROK
$50.5B
$2.09M 0.28%
11,907
-777
-6% -$132K
RGA icon
115
Reinsurance Group of America
RGA
$15.5B
$2.08M 0.28%
14,654
-1,352
-8% -$195K
TRV icon
116
Travelers Companies
TRV
$79.9B
$2.05M 0.28%
14,959
-1,621
-10% -$207K
PSA icon
117
Public Storage
PSA
$61.2B
$2.04M 0.27%
9,375
-1,015
-10% -$212K
CTAS icon
118
Cintas
CTAS
$80.7B
$2.04M 0.27%
40,320
-4,460
-10% -$216K
AWK icon
119
American Water Works
AWK
$26.5B
$2.03M 0.27%
19,442
-2,104
-10% -$206K
REGN icon
120
Regeneron Pharmaceuticals
REGN
$78.9B
$1.92M 0.26%
4,675
-505
-10% -$208K
AGN
121
DELISTED
Allergan plc
AGN
$1.92M 0.26%
13,084
-1,415
-10% -$205K
DTE icon
122
DTE Energy
DTE
$29B
$1.92M 0.26%
18,042
-1,955
-10% -$197K
WMB icon
123
Williams Companies
WMB
$87.6B
$1.91M 0.26%
66,651
-7,149
-10% -$192K
WELL icon
124
Welltower
WELL
$170B
$1.89M 0.25%
24,360
+4,466
+22% +$335K
PNC icon
125
PNC Financial Services
PNC
$102B
$1.89M 0.25%
15,366
-1,664
-10% -$206K
3 4
5
6 7

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AI
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NCM
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Sumitomo Life Insurance's Q1 2019 Portfolio in Review

As of Q1 2019, Sumitomo Life Insurance held 262 positions worth $744M, up 3.1% from $722M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Sumitomo Life Insurance withdrew a net $72M in Q1 2019, closing 4 positions and reducing 236 holdings. Its most notable exit was Juniper Networks, an estimated $1.5M position sold in full.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Sumitomo Life Insurance opened a new position in Toll Brothers worth $1.22M.

  • Sumitomo Life Insurance's largest Q1 2019 buy was Toll Brothers: 33,777 shares worth $1.22M.
  • Sumitomo Life Insurance added most to Anadarko Petroleum in Q1 2019, an estimated $1.12M increase.
  • Sumitomo Life Insurance's biggest Q1 2019 reduction was Apple, cutting an estimated $2.79M.
  • Sumitomo Life Insurance fully exited Juniper Networks in Q1 2019, selling an estimated $1.5M.
  • Sumitomo Life Insurance's ten largest holdings make up 20% of its $744M portfolio in Q1 2019.
  • Sumitomo Life Insurance opened 7 new positions and closed 4 in Q1 2019.
  • Sumitomo Life Insurance's portfolio value rose 3.1% quarter-over-quarter to $744M.

Based on Sumitomo Life Insurance's 13F filing for Q1 2019, filed 17 Apr 2019.