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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
+6.14%
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
$1.07B
AUM Growth
+$28.5M
Cap. Flow
-$22.7M
Cap. Flow %
-2.12%
Top 10 Hldgs %
17.07%
Holding
262
New
13
Increased
54
Reduced
189
Closed
6

Top Buys

Rank Stock Value
1
TMO icon
Thermo Fisher Scientific
TMO
+$4.93M
2
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$4.02M
3
ETN icon
Eaton
ETN
+$3.9M
4
TJX icon
TJX Companies
TJX
+$2.45M
5
WHR icon
Whirlpool
WHR
+$2.3M

Top Sells

Rank Stock Value
1
NWSA
NEWS CORPORATION CL-A
NWSA
+$4.3M
2
AGN
Allergan Inc
AGN
+$3.67M
3
STI
SunTrust Banks, Inc.
STI
+$2.72M
4
T icon
AT&T
T
+$2.18M
5
PCG icon
PG&E
PCG
+$1.9M

Sector Composition

Rank Sector Weight
1 Financials 15.29%
2 Healthcare 14.03%
3 Technology 13.21%
4 Energy 10.68%
5 Industrials 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APC
126
DELISTED
Anadarko Petroleum
APC
$3M 0.28%
32,226
-10,700
-25% -$973K
ALL icon
127
Allstate
ALL
$67.6B
$2.92M 0.27%
57,691
-2,121
-4% -$107K
FCX icon
128
Freeport-McMoran
FCX
$91.5B
$2.91M 0.27%
87,898
+13,778
+19% +$421K
AMG icon
129
Affiliated Managers Group
AMG
$10.1B
$2.89M 0.27%
15,832
+259
+2% +$46K
CRM icon
130
Salesforce
CRM
$153B
$2.89M 0.27%
55,610
-2,026
-4% -$92K
GIS icon
131
General Mills
GIS
$19.2B
$2.86M 0.27%
59,642
-2,279
-4% -$114K
PX
132
DELISTED
Praxair Inc
PX
$2.86M 0.27%
23,761
-878
-4% -$104K
SO icon
133
Southern Company
SO
$107B
$2.84M 0.26%
68,877
-2,608
-4% -$112K
MRO
134
DELISTED
Marathon Oil Corporation
MRO
$2.83M 0.26%
81,231
-3,106
-4% -$110K
SE
135
DELISTED
Spectra Energy Corp Wi
SE
$2.83M 0.26%
82,675
-3,016
-4% -$104K
MPC icon
136
Marathon Petroleum
MPC
$89.5B
$2.83M 0.26%
87,850
+1,158
+1% +$40.7K
GWW icon
137
W.W. Grainger
GWW
$64.9B
$2.82M 0.26%
10,782
-395
-4% -$103K
APD icon
138
Air Products & Chemicals
APD
$64.9B
$2.82M 0.26%
28,567
-1,093
-4% -$104K
CAH icon
139
Cardinal Health
CAH
$54.8B
$2.81M 0.26%
53,915
+8,281
+18% +$421K
TRV icon
140
Travelers Companies
TRV
$77.8B
$2.81M 0.26%
33,138
-1,252
-4% -$104K
RCL icon
141
Royal Caribbean
RCL
$86.8B
$2.78M 0.26%
72,724
+3,099
+4% +$116K
WMB icon
142
Williams Companies
WMB
$86.2B
$2.77M 0.26%
76,210
-2,785
-4% -$97.6K
WLL
143
DELISTED
Whiting Petroleum Corporation
WLL
$2.77M 0.26%
154
+7
+5% +$108K
DOC icon
144
Healthpeak Properties
DOC
$15B
$2.75M 0.26%
73,682
+15,773
+27% +$615K
DE icon
145
Deere & Co
DE
$164B
$2.74M 0.26%
33,619
-7,539
-18% -$628K
CFN
146
DELISTED
CAREFUSION CORPORATION
CFN
$2.7M 0.25%
73,194
-2,745
-4% -$102K
BWA icon
147
BorgWarner
BWA
$13B
$2.68M 0.25%
60,013
-2,183
-4% -$91.7K
HES
148
DELISTED
Hess
HES
$2.65M 0.25%
34,204
-1,283
-4% -$95.6K
NUE icon
149
Nucor
NUE
$59.2B
$2.64M 0.25%
53,942
+15,836
+42% +$742K
DTE icon
150
DTE Energy
DTE
$29.4B
$2.63M 0.25%
46,852
-1,711
-4% -$99.2K
4 5
6
7 8

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AI
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Sumitomo Life Insurance's Q3 2013 Portfolio in Review

As of Q3 2013, Sumitomo Life Insurance held 262 positions worth $1.07B, up 2.7% from $1.04B the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Sumitomo Life Insurance's Q3 2013 filing shows 13 new, 54 increased, 189 reduced and 6 closed positions. Its largest new stake was Thermo Fisher Scientific: 54,564 shares worth $5.03M. The largest sale was NEWS CORPORATION CL-A, an estimated $4.3M.

By sector, the portfolio is most concentrated in Financials at 15% of assets, down from 16% a quarter earlier, followed by Healthcare and Technology.

  • Sumitomo Life Insurance's largest Q3 2013 buy was Thermo Fisher Scientific: 54,564 shares worth $5.03M.
  • Sumitomo Life Insurance added most to AbbVie in Q3 2013, an estimated $1.61M increase.
  • Sumitomo Life Insurance's biggest Q3 2013 reduction was AT&T, cutting an estimated $2.18M.
  • Sumitomo Life Insurance fully exited NEWS CORPORATION CL-A in Q3 2013, selling an estimated $4.3M.
  • Sumitomo Life Insurance's ten largest holdings make up 17% of its $1.07B portfolio in Q3 2013.
  • Sumitomo Life Insurance opened 13 new positions and closed 6 in Q3 2013.
  • Sumitomo Life Insurance's portfolio value rose 2.7% quarter-over-quarter to $1.07B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2013, filed 13 Nov 2013.