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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
+9.81%
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
$883M
AUM Growth
+$114M
Cap. Flow
+$43.9M
Cap. Flow %
4.97%
Top 10 Hldgs %
25.44%
Holding
268
New
3
Increased
245
Reduced
14
Closed
4

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$2.03M
2
MSFT icon
Microsoft
MSFT
+$1.77M
3
FIS icon
Fidelity National Information Services
FIS
+$1.7M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.4M
5
BFAM icon
Bright Horizons
BFAM
+$1.32M

Top Sells

Rank Stock Value
1
CELG
Celgene Corp
CELG
+$2.36M
2
VC icon
Visteon
VC
+$1.15M
3
EW icon
Edwards Lifesciences
EW
+$1.01M
4
CTAS icon
Cintas
CTAS
+$894K
5
PEG icon
Public Service Enterprise Group
PEG
+$709K

Sector Composition

Rank Sector Weight
1 Technology 18.99%
2 Financials 14.65%
3 Healthcare 13.41%
4 Consumer Discretionary 9.8%
5 Communication Services 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHW
101
Charles Schwab
SCHW
$185B
$2.54M 0.29%
53,466
+3,012
+6% +$133K
VMW
102
DELISTED
VMware, Inc
VMW
$2.53M 0.29%
16,669
+1,146
+7% +$180K
MAR icon
103
Marriott International
MAR
$89.3B
$2.49M 0.28%
16,460
+926
+6% +$124K
WM icon
104
Waste Management
WM
$89.5B
$2.47M 0.28%
21,698
+1,219
+6% +$138K
CCI icon
105
Crown Castle
CCI
$33.6B
$2.46M 0.28%
17,311
+972
+6% +$133K
DE icon
106
Deere & Co
DE
$167B
$2.43M 0.28%
14,042
+791
+6% +$136K
PNC icon
107
PNC Financial Services
PNC
$102B
$2.39M 0.27%
14,974
+843
+6% +$127K
SWK icon
108
Stanley Black & Decker
SWK
$15.1B
$2.38M 0.27%
14,391
+811
+6% +$126K
ISRG icon
109
Intuitive Surgical
ISRG
$130B
$2.38M 0.27%
12,084
+681
+6% +$128K
CB icon
110
Chubb
CB
$134B
$2.37M 0.27%
15,208
+856
+6% +$131K
EW icon
111
Edwards Lifesciences
EW
$51.2B
$2.36M 0.27%
30,393
-12,882
-30% -$1.01M
ROK icon
112
Rockwell Automation
ROK
$50B
$2.31M 0.26%
11,394
+544
+5% +$101K
UPS icon
113
United Parcel Service
UPS
$91.3B
$2.3M 0.26%
19,626
+1,102
+6% +$130K
MPC icon
114
Marathon Petroleum
MPC
$91.6B
$2.29M 0.26%
38,059
+1,900
+5% +$119K
GE icon
115
GE Aerospace
GE
$385B
$2.29M 0.26%
41,215
-2,137
-5% -$110K
MKC icon
116
McCormick & Company Non-Voting
MKC
$13.9B
$2.28M 0.26%
26,824
+1,312
+5% +$109K
MU icon
117
Micron Technology
MU
$1T
$2.24M 0.25%
41,629
+6,941
+20% +$331K
CMS icon
118
CMS Energy
CMS
$22.4B
$2.23M 0.25%
35,491
+1,623
+5% +$101K
PEG icon
119
Public Service Enterprise Group
PEG
$37.7B
$2.21M 0.25%
37,373
-11,699
-24% -$709K
KEYS icon
120
Keysight
KEYS
$57.9B
$2.17M 0.25%
21,184
+1,193
+6% +$122K
TFC icon
121
Truist Financial
TFC
$64.3B
$2.17M 0.25%
38,563
+1,016
+3% +$55K
ORLY icon
122
O'Reilly Automotive
ORLY
$73.5B
$2.15M 0.24%
73,575
+3,360
+5% +$96.1K
DUK icon
123
Duke Energy
DUK
$96.3B
$2.13M 0.24%
23,401
+1,319
+6% +$121K
GS icon
124
Goldman Sachs
GS
$313B
$2.07M 0.23%
8,998
+506
+6% +$110K
AEP icon
125
American Electric Power
AEP
$69.5B
$2.03M 0.23%
21,453
+1,209
+6% +$112K
3 4
5
6 7

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CIC
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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 Q4 2019 Portfolio in Review

As of Q4 2019, Sumitomo Life Insurance held 268 positions worth $883M, up 15% from $769M the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Sumitomo Life Insurance deployed $43.9M of net new capital in Q4 2019, opening 3 new positions and adding to 245 existing holdings. Its largest new stake was Bright Horizons: 8,818 shares worth $1.32M.

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

On the sell side, the largest reduction was Edwards Lifesciences, an estimated $1.01M trimmed.

  • Sumitomo Life Insurance's largest Q4 2019 buy was Bright Horizons: 8,818 shares worth $1.32M.
  • Sumitomo Life Insurance added most to Meta Platforms (Facebook) in Q4 2019, an estimated $2.03M increase.
  • Sumitomo Life Insurance's biggest Q4 2019 reduction was Edwards Lifesciences, cutting an estimated $1.01M.
  • Sumitomo Life Insurance fully exited Celgene Corp in Q4 2019, selling an estimated $2.36M.
  • Sumitomo Life Insurance's ten largest holdings make up 25% of its $883M portfolio in Q4 2019.
  • Sumitomo Life Insurance opened 3 new positions and closed 4 in Q4 2019.
  • Sumitomo Life Insurance's portfolio value rose 15% quarter-over-quarter to $883M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2019, filed 24 Jan 2020.