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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
+4.92%
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
$785M
AUM Growth
+$18.4M
Cap. Flow
-$14M
Cap. Flow %
-1.79%
Top 10 Hldgs %
18.69%
Holding
270
New
9
Increased
24
Reduced
225
Closed
12

Top Buys

Rank Stock Value
1
TFC icon
Truist Financial
TFC
+$3.46M
2
KO icon
Coca-Cola
KO
+$2.34M
3
SNPS icon
Synopsys
SNPS
+$2.34M
4
DD icon
DuPont de Nemours
DD
+$1.5M
5
EL icon
Estee Lauder
EL
+$1.49M

Top Sells

Rank Stock Value
1
TWX
Time Warner Inc
TWX
+$2.46M
2
JCI icon
Johnson Controls International
JCI
+$2.03M
3
NOC icon
Northrop Grumman
NOC
+$1.85M
4
RAI
Reynolds American Inc
RAI
+$1.82M
5
AXP icon
American Express
AXP
+$1.63M

Sector Composition

Rank Sector Weight
1 Financials 16.75%
2 Technology 16.6%
3 Healthcare 14.27%
4 Communication Services 10.39%
5 Consumer Discretionary 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TRV icon
126
Travelers Companies
TRV
$78.9B
$2.12M 0.27%
17,286
-319
-2% -$39.8K
MHK icon
127
Mohawk Industries
MHK
$8.76B
$2.09M 0.27%
8,428
+1,432
+20% +$357K
PE
128
DELISTED
PARSLEY ENERGY INC
PE
$2.06M 0.26%
78,364
+1,578
+2% +$41.6K
CCI icon
129
Crown Castle
CCI
$31.2B
$2.05M 0.26%
20,486
-367
-2% -$37.5K
WM icon
130
Waste Management
WM
$87.1B
$2.01M 0.26%
25,677
-465
-2% -$35.3K
MET icon
131
MetLife
MET
$62B
$2M 0.25%
38,425
-5,014
-12% -$244K
AVY icon
132
Avery Dennison
AVY
$13.1B
$1.97M 0.25%
20,009
-209
-1% -$19.7K
CVS icon
133
CVS Health
CVS
$121B
$1.97M 0.25%
24,193
-440
-2% -$34.8K
D icon
134
Dominion Energy
D
$56.7B
$1.97M 0.25%
25,559
-756
-3% -$58.8K
LVS icon
135
Las Vegas Sands
LVS
$26.8B
$1.96M 0.25%
30,610
-553
-2% -$34.3K
TMUS icon
136
T-Mobile US
TMUS
$193B
$1.92M 0.24%
31,155
-744
-2% -$46.7K
PH icon
137
Parker-Hannifin
PH
$118B
$1.92M 0.24%
10,951
-199
-2% -$32.7K
DTE icon
138
DTE Energy
DTE
$27.3B
$1.91M 0.24%
20,850
-378
-2% -$35K
AIG icon
139
American International
AIG
$39.5B
$1.9M 0.24%
30,927
-15,596
-34% -$972K
CAT icon
140
Caterpillar
CAT
$366B
$1.89M 0.24%
15,143
-273
-2% -$31.4K
APTV icon
141
Aptiv
APTV
$9.12B
$1.88M 0.24%
19,151
-348
-2% -$32.8K
FDX icon
142
FedEx
FDX
$72.5B
$1.88M 0.24%
8,346
-151
-2% -$32.1K
SRE icon
143
Sempra
SRE
$53.4B
$1.88M 0.24%
32,882
-606
-2% -$35.1K
STT icon
144
State Street
STT
$50.7B
$1.85M 0.24%
19,334
-351
-2% -$32.7K
BXP icon
145
Boston Properties
BXP
$10.3B
$1.83M 0.23%
14,915
-270
-2% -$32.7K
KHC icon
146
The Kraft Heinz Company
KHC
$29.4B
$1.83M 0.23%
23,625
-427
-2% -$35.7K
BABA icon
147
Alibaba
BABA
$268B
$1.83M 0.23%
10,600
+600
+6% +$97.3K
AWK icon
148
American Water Works
AWK
$27.6B
$1.82M 0.23%
22,465
-414
-2% -$33.5K
AET
149
DELISTED
Aetna Inc
AET
$1.82M 0.23%
11,423
-205
-2% -$32K
FTV icon
150
Fortive
FTV
$17B
$1.81M 0.23%
40,516
-733
-2% -$30.5K
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 Q3 2017 Portfolio in Review

As of Q3 2017, Sumitomo Life Insurance held 270 positions worth $785M, up 2.4% from $767M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Sumitomo Life Insurance's Q3 2017 filing shows 9 new, 24 increased, 225 reduced and 12 closed positions. Its largest new stake was Truist Financial: 75,196 shares worth $3.53M. The largest sale was Time Warner Inc, an estimated $2.46M.

By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 16% a quarter earlier, followed by Technology and Healthcare.

  • Sumitomo Life Insurance's largest Q3 2017 buy was Truist Financial: 75,196 shares worth $3.53M.
  • Sumitomo Life Insurance added most to Coca-Cola in Q3 2017, an estimated $2.34M increase.
  • Sumitomo Life Insurance's biggest Q3 2017 reduction was Time Warner Inc, cutting an estimated $2.46M.
  • Sumitomo Life Insurance fully exited Johnson Controls International in Q3 2017, selling an estimated $2.03M.
  • Sumitomo Life Insurance's ten largest holdings make up 19% of its $785M portfolio in Q3 2017.
  • Sumitomo Life Insurance opened 9 new positions and closed 12 in Q3 2017.
  • Sumitomo Life Insurance's portfolio value rose 2.4% quarter-over-quarter to $785M.

Based on Sumitomo Life Insurance's 13F filing for Q3 2017, filed 17 Oct 2017.