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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
+10.84%
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
$1.11B
AUM Growth
+$38.1M
Cap. Flow
-$67.9M
Cap. Flow %
-6.11%
Top 10 Hldgs %
17.66%
Holding
271
New
15
Increased
24
Reduced
225
Closed
7

Top Buys

Rank Stock Value
1
LLL
L3 Technologies, Inc.
LLL
+$2.6M
2
PVH icon
PVH
PVH
+$2.33M
3
DOV icon
Dover
DOV
+$2.18M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.85M
5
PRU icon
Prudential Financial
PRU
+$1.77M

Top Sells

Rank Stock Value
1
DELL
DELL INC
DELL
+$2.33M
2
TEVA icon
Teva Pharmaceutical Industries Limited
TEVA
+$2.09M
3
TPR icon
Tapestry
TPR
+$2.01M
4
LUV icon
Southwest Airlines
LUV
+$1.71M
5
CAVM
Cavium, Inc.
CAVM
+$1.7M

Sector Composition

Rank Sector Weight
1 Financials 15.66%
2 Healthcare 13.89%
3 Technology 13.77%
4 Energy 10.84%
5 Industrials 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JCI icon
126
Johnson Controls International
JCI
$85.1B
$3.16M 0.28%
58,901
+16,043
+37% +$790K
WHR icon
127
Whirlpool
WHR
$2.11B
$3.13M 0.28%
19,970
+2,580
+15% +$378K
AMT icon
128
American Tower
AMT
$82.2B
$3.12M 0.28%
39,124
-2,168
-5% -$168K
D icon
129
Dominion Energy
D
$55.9B
$3.05M 0.27%
47,180
-8,027
-15% -$517K
BAX icon
130
Baxter International
BAX
$12.2B
$3.02M 0.27%
79,892
-4,426
-5% -$161K
XEL icon
131
Xcel Energy
XEL
$45.4B
$2.97M 0.27%
106,152
-6,359
-6% -$180K
PX
132
DELISTED
Praxair Inc
PX
$2.93M 0.26%
22,515
-1,246
-5% -$155K
DE icon
133
Deere & Co
DE
$181B
$2.91M 0.26%
31,852
-1,767
-5% -$150K
CRM icon
134
Salesforce
CRM
$206B
$2.91M 0.26%
52,693
-2,917
-5% -$156K
TGT icon
135
Target
TGT
$70.3B
$2.9M 0.26%
45,903
-11,151
-20% -$713K
LVS icon
136
Las Vegas Sands
LVS
$26.6B
$2.88M 0.26%
36,579
+9,940
+37% +$716K
APD icon
137
Air Products & Chemicals
APD
$63.9B
$2.88M 0.26%
27,840
-727
-3% -$73.3K
TRV icon
138
Travelers Companies
TRV
$79B
$2.84M 0.26%
31,396
-1,742
-5% -$152K
ICE icon
139
Intercontinental Exchange
ICE
$86.5B
$2.84M 0.26%
63,040
-3,225
-5% -$133K
BWA icon
140
BorgWarner
BWA
$12.7B
$2.83M 0.25%
57,520
-2,493
-4% -$115K
GIS icon
141
General Mills
GIS
$19.7B
$2.82M 0.25%
56,508
-3,134
-5% -$156K
SE
142
DELISTED
Spectra Energy Corp Wi
SE
$2.79M 0.25%
78,328
-4,347
-5% -$150K
WMB icon
143
Williams Companies
WMB
$86.7B
$2.79M 0.25%
72,207
-4,003
-5% -$144K
LLL
144
DELISTED
L3 Technologies, Inc.
LLL
$2.77M 0.25%
+25,970
New +$2.6M
CFN
145
DELISTED
CAREFUSION CORPORATION
CFN
$2.76M 0.25%
69,344
-3,850
-5% -$150K
BXP icon
146
Boston Properties
BXP
$10.2B
$2.75M 0.25%
27,443
-1,521
-5% -$157K
BHI
147
DELISTED
Baker Hughes
BHI
$2.75M 0.25%
49,844
-2,762
-5% -$151K
MRO
148
DELISTED
Marathon Oil Corporation
MRO
$2.72M 0.24%
76,969
-4,262
-5% -$152K
HES
149
DELISTED
Hess
HES
$2.69M 0.24%
32,409
-1,795
-5% -$146K
SO icon
150
Southern Company
SO
$99.2B
$2.68M 0.24%
65,262
-3,615
-5% -$149K
4 5
6
7 8

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 2013 Portfolio in Review

As of Q4 2013, Sumitomo Life Insurance held 271 positions worth $1.11B, up 3.6% from $1.07B the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Sumitomo Life Insurance withdrew a net $67.9M in Q4 2013, closing 7 positions and reducing 225 holdings. Its most notable exit was DELL INC, an estimated $2.33M position sold in full.

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

Against the trend, Sumitomo Life Insurance opened a new position in L3 Technologies, Inc. worth $2.77M.

  • Sumitomo Life Insurance's largest Q4 2013 buy was L3 Technologies, Inc.: 25,970 shares worth $2.77M.
  • Sumitomo Life Insurance added most to Prudential Financial in Q4 2013, an estimated $1.77M increase.
  • Sumitomo Life Insurance's biggest Q4 2013 reduction was Southwest Airlines, cutting an estimated $1.71M.
  • Sumitomo Life Insurance fully exited DELL INC in Q4 2013, selling an estimated $2.33M.
  • Sumitomo Life Insurance's ten largest holdings make up 18% of its $1.11B portfolio in Q4 2013.
  • Sumitomo Life Insurance opened 15 new positions and closed 7 in Q4 2013.
  • Sumitomo Life Insurance's portfolio value rose 3.6% quarter-over-quarter to $1.11B.

Based on Sumitomo Life Insurance's 13F filing for Q4 2013, filed 7 Feb 2014.