We are live on ! Find out more
SLI

Sumitomo Life Insurance Portfolio holdings

AUM $6.12B
1-Year Est. Return 21.82%
This Fund
S&P 500
This Quarter Est. Return
+5.16%
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
$1.05B
AUM Growth
+$15.9M
Cap. Flow
-$30.5M
Cap. Flow %
-2.91%
Top 10 Hldgs %
17.17%
Holding
299
New
28
Increased
149
Reduced
112
Closed
10

Top Buys

Rank Stock Value
1
COF icon
Capital One
COF
+$2.55M
2
STX icon
Seagate
STX
+$2.48M
3
MCO icon
Moody's
MCO
+$2.09M
4
LLTC
Linear Technology Corp
LLTC
+$2.08M
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$2.07M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$3.3M
2
CELG
Celgene Corp
CELG
+$2.06M
3
GILD icon
Gilead Sciences
GILD
+$1.77M
4
VIAB
Viacom Inc. Class B
VIAB
+$1.75M
5
HLF icon
Herbalife
HLF
+$1.69M

Sector Composition

Rank Sector Weight
1 Financials 14.98%
2 Technology 14.65%
3 Healthcare 13.93%
4 Energy 11.39%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JCI icon
126
Johnson Controls International
JCI
$83.8B
$2.85M 0.27%
54,602
+285
+0.5% +$14.2K
EMR icon
127
Emerson Electric
EMR
$82B
$2.85M 0.27%
42,939
+231
+0.5% +$15.5K
FCX icon
128
Freeport-McMoran
FCX
$99.6B
$2.85M 0.27%
78,041
-2,782
-3% -$95.2K
MRO
129
DELISTED
Marathon Oil Corporation
MRO
$2.85M 0.27%
71,351
+374
+0.5% +$13.8K
GM icon
130
General Motors
GM
$74.9B
$2.84M 0.27%
78,298
-14,361
-15% -$501K
CTSH icon
131
Cognizant
CTSH
$28.5B
$2.84M 0.27%
58,038
+23,543
+68% +$1.15M
CRM icon
132
Salesforce
CRM
$210B
$2.84M 0.27%
48,848
+257
+0.5% +$13.9K
SWN
133
DELISTED
Southwestern Energy Company
SWN
$2.82M 0.27%
61,988
+322
+0.5% +$14.9K
COST icon
134
Costco
COST
$400B
$2.81M 0.27%
24,361
-4,205
-15% -$482K
PX
135
DELISTED
Praxair Inc
PX
$2.77M 0.27%
20,869
+108
+0.5% +$14.2K
GIS icon
136
General Mills
GIS
$19.6B
$2.75M 0.26%
52,382
+274
+0.5% +$14.6K
SO icon
137
Southern Company
SO
$98.9B
$2.75M 0.26%
60,497
+315
+0.5% +$13.9K
BEN icon
138
Franklin Templeton
BEN
$16.9B
$2.74M 0.26%
47,386
-9,080
-16% -$497K
TRV icon
139
Travelers Companies
TRV
$78.8B
$2.74M 0.26%
29,105
+153
+0.5% +$14K
ELV icon
140
Elevance Health
ELV
$90.6B
$2.72M 0.26%
25,318
+137
+0.5% +$14.1K
COF icon
141
Capital One
COF
$127B
$2.71M 0.26%
+32,821
New +$2.55M
DE icon
142
Deere & Co
DE
$184B
$2.67M 0.26%
29,526
+154
+0.5% +$14.2K
GLW icon
143
Corning
GLW
$124B
$2.67M 0.26%
121,595
+636
+0.5% +$13.5K
CCI icon
144
Crown Castle
CCI
$31.2B
$2.66M 0.25%
35,868
+6,764
+23% +$507K
SYK icon
145
Stryker
SYK
$108B
$2.65M 0.25%
31,465
+164
+0.5% +$13.4K
LYB icon
146
LyondellBasell Industries
LYB
$21.1B
$2.64M 0.25%
27,045
+3,570
+15% +$340K
STX icon
147
Seagate
STX
$176B
$2.62M 0.25%
+46,078
New +$2.48M
KRFT
148
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
$2.59M 0.25%
43,185
+224
+0.5% +$13K
LVS icon
149
Las Vegas Sands
LVS
$26.7B
$2.58M 0.25%
33,907
+177
+0.5% +$13.5K
PSX icon
150
Phillips 66
PSX
$106B
$2.57M 0.25%
31,920
+165
+0.5% +$13.6K
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 Q2 2014 Portfolio in Review

As of Q2 2014, Sumitomo Life Insurance held 299 positions worth $1.05B, up 1.5% from $1.03B the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Sumitomo Life Insurance's Q2 2014 filing shows 28 new, 149 increased, 112 reduced and 10 closed positions. Its largest new stake was Capital One: 32,821 shares worth $2.71M. The largest sale was Apple, an estimated $3.3M.

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

  • Sumitomo Life Insurance's largest Q2 2014 buy was Capital One: 32,821 shares worth $2.71M.
  • Sumitomo Life Insurance added most to The Gap Inc in Q2 2014, an estimated $1.27M increase.
  • Sumitomo Life Insurance's biggest Q2 2014 reduction was Apple, cutting an estimated $3.3M.
  • Sumitomo Life Insurance fully exited Herbalife in Q2 2014, selling an estimated $1.69M.
  • Sumitomo Life Insurance's ten largest holdings make up 17% of its $1.05B portfolio in Q2 2014.
  • Sumitomo Life Insurance opened 28 new positions and closed 10 in Q2 2014.
  • Sumitomo Life Insurance's portfolio value rose 1.5% quarter-over-quarter to $1.05B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2014, filed 30 Jul 2014.