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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
+7.24%
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
$797M
AUM Growth
+$12M
Cap. Flow
-$37M
Cap. Flow %
-4.64%
Top 10 Hldgs %
19.62%
Holding
264
New
6
Increased
29
Reduced
222
Closed
7

Top Buys

Rank Stock Value
1
PYPL icon
PayPal
PYPL
+$2.23M
2
ANSS
Ansys
ANSS
+$1.48M
3
ARE icon
Alexandria Real Estate Equities
ARE
+$1.47M
4
UNP icon
Union Pacific
UNP
+$1.18M
5
TDG icon
TransDigm Group
TDG
+$1.03M

Top Sells

Rank Stock Value
1
BXP icon
Boston Properties
BXP
+$1.83M
2
PXD
Pioneer Natural Resource Co.
PXD
+$1.42M
3
CDNS icon
Cadence Design Systems
CDNS
+$1.37M
4
ST icon
Sensata Technologies
ST
+$1.33M
5
TXN icon
Texas Instruments
TXN
+$1.31M

Sector Composition

Rank Sector Weight
1 Financials 17.13%
2 Technology 16.78%
3 Healthcare 13.56%
4 Consumer Discretionary 10.14%
5 Communication Services 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PH icon
126
Parker-Hannifin
PH
$117B
$2.08M 0.26%
10,445
-506
-5% -$94.1K
BC icon
127
Brunswick
BC
$4.48B
$2.04M 0.26%
36,872
-1,371
-4% -$74.6K
FRC
128
DELISTED
First Republic Bank
FRC
$2.03M 0.25%
23,454
-847
-3% -$80.3K
LVS icon
129
Las Vegas Sands
LVS
$26.8B
$2.03M 0.25%
29,192
-1,418
-5% -$94.6K
CCL icon
130
Carnival Corporation Ltd
CCL
$30.5B
$2.02M 0.25%
30,451
+6,675
+28% +$442K
FDX icon
131
FedEx
FDX
$72.5B
$1.99M 0.25%
7,958
-388
-5% -$88.7K
TMUS icon
132
T-Mobile US
TMUS
$193B
$1.98M 0.25%
31,145
-10
-0% -$610
D icon
133
Dominion Energy
D
$56.7B
$1.98M 0.25%
24,375
-1,184
-5% -$95.9K
AET
134
DELISTED
Aetna Inc
AET
$1.97M 0.25%
10,894
-529
-5% -$90.9K
AWK icon
135
American Water Works
AWK
$27.6B
$1.96M 0.25%
21,424
-1,041
-5% -$92K
OXY icon
136
Occidental Petroleum
OXY
$62B
$1.94M 0.24%
26,394
-1,282
-5% -$87K
REGN icon
137
Regeneron Pharmaceuticals
REGN
$80.1B
$1.94M 0.24%
5,150
-252
-5% -$102K
BABA icon
138
Alibaba
BABA
$269B
$1.93M 0.24%
11,200
+600
+6% +$108K
GILD icon
139
Gilead Sciences
GILD
$182B
$1.93M 0.24%
26,948
-1,308
-5% -$99.3K
ALL icon
140
Allstate
ALL
$64.7B
$1.91M 0.24%
18,272
-887
-5% -$87.4K
NUE icon
141
Nucor
NUE
$59.4B
$1.9M 0.24%
29,934
-1,454
-5% -$85.1K
MLM icon
142
Martin Marietta Materials
MLM
$36.2B
$1.89M 0.24%
8,539
+670
+9% +$140K
TDG icon
143
TransDigm Group
TDG
$59.9B
$1.88M 0.24%
6,830
+3,803
+126% +$1.03M
HCA icon
144
HCA Healthcare
HCA
$90.9B
$1.88M 0.24%
21,351
-1,037
-5% -$83.3K
DTE icon
145
DTE Energy
DTE
$27.3B
$1.85M 0.23%
19,885
-965
-5% -$91.7K
MET icon
146
MetLife
MET
$62B
$1.84M 0.23%
36,412
-2,013
-5% -$106K
BLK icon
147
Blackrock
BLK
$164B
$1.83M 0.23%
3,560
-172
-5% -$83.6K
DLTR icon
148
Dollar Tree
DLTR
$21.3B
$1.82M 0.23%
16,960
-823
-5% -$80.4K
PARA
149
DELISTED
Paramount Global Class B
PARA
$1.82M 0.23%
30,826
-10,290
-25% -$592K
CDNS icon
150
Cadence Design Systems
CDNS
$76.4B
$1.81M 0.23%
43,387
-31,988
-42% -$1.37M
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 2017 Portfolio in Review

As of Q4 2017, Sumitomo Life Insurance held 264 positions worth $797M, up 1.5% from $785M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Sumitomo Life Insurance withdrew a net $37M in Q4 2017, closing 7 positions and reducing 222 holdings. Its most notable exit was Boston Properties, an estimated $1.83M position sold in full.

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

Against the trend, Sumitomo Life Insurance opened a new position in PayPal worth $2.27M.

  • Sumitomo Life Insurance's largest Q4 2017 buy was PayPal: 30,812 shares worth $2.27M.
  • Sumitomo Life Insurance added most to Union Pacific in Q4 2017, an estimated $1.18M increase.
  • Sumitomo Life Insurance's biggest Q4 2017 reduction was Cadence Design Systems, cutting an estimated $1.37M.
  • Sumitomo Life Insurance fully exited Boston Properties in Q4 2017, selling an estimated $1.83M.
  • Sumitomo Life Insurance's ten largest holdings make up 20% of its $797M portfolio in Q4 2017.
  • Sumitomo Life Insurance opened 6 new positions and closed 7 in Q4 2017.
  • Sumitomo Life Insurance's portfolio value rose 1.5% quarter-over-quarter to $797M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2017, filed 1 Feb 2018.