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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
+4.8%
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
$701M
AUM Growth
+$27.4M
Cap. Flow
+$6.29M
Cap. Flow %
0.9%
Top 10 Hldgs %
18.26%
Holding
299
New
8
Increased
221
Reduced
49
Closed
21

Top Buys

Rank Stock Value
1
WDC icon
Western Digital
WDC
+$1.65M
2
TER icon
Teradyne
TER
+$1.58M
3
CDNS icon
Cadence Design Systems
CDNS
+$1.36M
4
PTC icon
PTC
PTC
+$1.28M
5
IBM icon
IBM
IBM
+$1.25M

Top Sells

Rank Stock Value
1
CTSH icon
Cognizant
CTSH
+$2.05M
2
AGN
Allergan plc
AGN
+$1.85M
3
KMB icon
Kimberly-Clark
KMB
+$1.68M
4
BLOX
Infoblox Inc
BLOX
+$1.58M
5
CAH icon
Cardinal Health
CAH
+$1.4M

Sector Composition

Rank Sector Weight
1 Financials 16.82%
2 Technology 15.1%
3 Healthcare 13.99%
4 Communication Services 10.78%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DTE icon
126
DTE Energy
DTE
$27.1B
$1.81M 0.26%
21,594
+478
+2% +$38.4K
NDAQ icon
127
Nasdaq
NDAQ
$49.9B
$1.8M 0.26%
80,607
+2,244
+3% +$49.5K
SO icon
128
Southern Company
SO
$98.9B
$1.8M 0.26%
36,627
+815
+2% +$40K
RAI
129
DELISTED
Reynolds American Inc
RAI
$1.8M 0.26%
32,135
-4,565
-12% -$242K
ESRX
130
DELISTED
Express Scripts Holding Company
ESRX
$1.79M 0.25%
25,967
+577
+2% +$41.4K
XYL icon
131
Xylem
XYL
$25.1B
$1.77M 0.25%
35,791
+14,670
+69% +$744K
BDX icon
132
Becton Dickinson
BDX
$50.6B
$1.76M 0.25%
10,873
+243
+2% +$40.3K
CRM icon
133
Salesforce
CRM
$210B
$1.75M 0.25%
25,623
-6,106
-19% -$443K
ABT icon
134
Abbott
ABT
$177B
$1.72M 0.25%
44,756
+996
+2% +$39.5K
HES
135
DELISTED
Hess
HES
$1.71M 0.24%
27,443
+610
+2% +$33.3K
NOC icon
136
Northrop Grumman
NOC
$75.5B
$1.71M 0.24%
7,346
+164
+2% +$38.1K
APD icon
137
Air Products & Chemicals
APD
$64.7B
$1.7M 0.24%
11,787
-746
-6% -$104K
AGN
138
DELISTED
Allergan plc
AGN
$1.7M 0.24%
8,070
-8,910
-52% -$1.85M
TER icon
139
Teradyne
TER
$52B
$1.69M 0.24%
+66,681
New +$1.58M
LVS icon
140
Las Vegas Sands
LVS
$26.7B
$1.69M 0.24%
31,704
+706
+2% +$41.1K
REGN icon
141
Regeneron Pharmaceuticals
REGN
$79.7B
$1.67M 0.24%
4,543
+101
+2% +$38.4K
AEP icon
142
American Electric Power
AEP
$65.7B
$1.66M 0.24%
26,346
-4,735
-15% -$292K
APA icon
143
APA Corp
APA
$16.6B
$1.65M 0.24%
26,026
+11,252
+76% +$709K
TMUS icon
144
T-Mobile US
TMUS
$194B
$1.63M 0.23%
28,373
-133
-0.5% -$6.96K
GD icon
145
General Dynamics
GD
$97B
$1.62M 0.23%
9,403
+208
+2% +$34K
MON
146
DELISTED
Monsanto Co
MON
$1.62M 0.23%
15,377
+1,109
+8% +$114K
FDX icon
147
FedEx
FDX
$73B
$1.61M 0.23%
8,645
+193
+2% +$35.4K
GIS icon
148
General Mills
GIS
$19.6B
$1.6M 0.23%
25,972
+577
+2% +$35.7K
PH icon
149
Parker-Hannifin
PH
$117B
$1.59M 0.23%
11,343
+252
+2% +$33.5K
SHW icon
150
Sherwin-Williams
SHW
$78.5B
$1.58M 0.23%
17,610
+2,073
+13% +$183K
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 2016 Portfolio in Review

As of Q4 2016, Sumitomo Life Insurance held 299 positions worth $701M, up 4.1% from $674M the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Sumitomo Life Insurance's Q4 2016 filing shows 8 new, 221 increased, 49 reduced and 21 closed positions. Its largest new stake was Teradyne: 66,681 shares worth $1.69M. The largest sale was Cognizant, an estimated $2.05M.

By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 15% a quarter earlier, followed by Technology and Healthcare.

  • Sumitomo Life Insurance's largest Q4 2016 buy was Teradyne: 66,681 shares worth $1.69M.
  • Sumitomo Life Insurance added most to Western Digital in Q4 2016, an estimated $1.65M increase.
  • Sumitomo Life Insurance's biggest Q4 2016 reduction was Allergan plc, cutting an estimated $1.85M.
  • Sumitomo Life Insurance fully exited Cognizant in Q4 2016, selling an estimated $2.05M.
  • Sumitomo Life Insurance's ten largest holdings make up 18% of its $701M portfolio in Q4 2016.
  • Sumitomo Life Insurance opened 8 new positions and closed 21 in Q4 2016.
  • Sumitomo Life Insurance's portfolio value rose 4.1% quarter-over-quarter to $701M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2016, filed 27 Jan 2017.