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SLI

Sumitomo Life Insurance Portfolio holdings

AUM $4.25B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
-12.16%
1 Year Est. Return
+23.69%
3 Year Est. Return
+58.47%
5 Year Est. Return
+69.86%
10 Year Est. Return
+300.85%
AUM
$722M
AUM Growth
-$111M
Cap. Flow
+$2.78M
Cap. Flow %
0.38%
Top 10 Hldgs %
20.19%
Holding
261
New
2
Increased
191
Reduced
62
Closed
6

Top Buys

Rank Stock Value
1
IBM icon
IBM
IBM
+$1.15M
2
VFC icon
VF Corp
VFC
+$1.14M
3
DVN icon
Devon Energy
DVN
+$1.04M
4
CY
Cypress Semiconductor
CY
+$1.03M
5
CI icon
Cigna
CI
+$783K

Top Sells

Rank Stock Value
1
AET
Aetna Inc
AET
+$2.17M
2
SYK icon
Stryker
SYK
+$1.79M
3
DD icon
DuPont de Nemours
DD
+$1.57M
4
ESRX
Express Scripts Holding Company
ESRX
+$1.43M
5
ADI icon
Analog Devices
ADI
+$1.41M

Sector Composition

Rank Sector Weight
1 Technology 17.79%
2 Financials 15.88%
3 Healthcare 15.6%
4 Consumer Discretionary 10.3%
5 Communication Services 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AEP icon
126
American Electric Power
AEP
$69.9B
$1.82M 0.25%
24,396
+589
+2% +$44.2K
XLNX
127
DELISTED
Xilinx Inc
XLNX
$1.79M 0.25%
21,064
-1,667
-7% -$139K
NEM icon
128
Newmont
NEM
$103B
$1.78M 0.25%
51,383
+1,057
+2% +$34.3K
D icon
129
Dominion Energy
D
$60.5B
$1.75M 0.24%
24,561
+641
+3% +$46.8K
GE icon
130
GE Aerospace
GE
$383B
$1.75M 0.24%
48,239
+1,164
+2% +$52.6K
APD icon
131
Air Products & Chemicals
APD
$65.2B
$1.74M 0.24%
10,875
+224
+2% +$35.5K
CHD icon
132
Church & Dwight Co
CHD
$23.7B
$1.72M 0.24%
26,205
+540
+2% +$34.2K
LYB icon
133
LyondellBasell Industries
LYB
$19.6B
$1.72M 0.24%
20,709
+479
+2% +$43.8K
GS icon
134
Goldman Sachs
GS
$303B
$1.71M 0.24%
10,234
+237
+2% +$47.8K
CL icon
135
Colgate-Palmolive
CL
$73.8B
$1.7M 0.24%
28,609
+588
+2% +$36.8K
SRE icon
136
Sempra
SRE
$56.6B
$1.7M 0.24%
31,424
+652
+2% +$37.2K
PRU icon
137
Prudential Financial
PRU
$42.7B
$1.69M 0.23%
20,684
+463
+2% +$42.6K
FTV icon
138
Fortive
FTV
$18B
$1.66M 0.23%
38,858
+939
+2% +$44.1K
OXY icon
139
Occidental Petroleum
OXY
$54.8B
$1.63M 0.23%
26,544
+641
+2% +$45K
OMC icon
140
Omnicom Group
OMC
$22.4B
$1.63M 0.23%
22,215
+537
+2% +$39.8K
WMB icon
141
Williams Companies
WMB
$86.1B
$1.63M 0.23%
73,800
+30,996
+72% +$775K
PCAR icon
142
PACCAR
PCAR
$71.6B
$1.62M 0.22%
42,486
+1,025
+2% +$40.9K
NUE icon
143
Nucor
NUE
$59.5B
$1.56M 0.22%
30,102
+725
+2% +$42.9K
DLTR icon
144
Dollar Tree
DLTR
$24.9B
$1.54M 0.21%
17,056
+412
+2% +$34.8K
ECL icon
145
Ecolab
ECL
$79.7B
$1.53M 0.21%
10,382
+251
+2% +$38.3K
LVS icon
146
Las Vegas Sands
LVS
$29.8B
$1.53M 0.21%
29,357
+657
+2% +$35.6K
FRC
147
DELISTED
First Republic Bank
FRC
$1.52M 0.21%
17,500
+421
+2% +$38.4K
ALL icon
148
Allstate
ALL
$67.6B
$1.52M 0.21%
18,375
+444
+2% +$39.9K
ATVI
149
DELISTED
Activision Blizzard
ATVI
$1.51M 0.21%
32,489
+785
+2% +$47K
TT icon
150
Trane Technologies
TT
$101B
$1.51M 0.21%
16,574
+400
+2% +$39.3K
4 5
6
7 8

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CIC
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AI
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NCM
Nearwater Capital Markets Dublin 4, Dublin, Ireland $4.24B AUM 66.03% 1-Year Est. Return
DT
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AC
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IWM
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CW
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BG
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Sumitomo Life Insurance's Q4 2018 Portfolio in Review

As of Q4 2018, Sumitomo Life Insurance held 261 positions worth $722M, down 13% from $832M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Trading was light in Q4 2018: portfolio turnover was 3.1%. Sumitomo Life Insurance opened 2 new positions and exited 6, leaving the 261-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 19% a quarter earlier, followed by Financials and Healthcare.

  • Sumitomo Life Insurance's largest Q4 2018 buy was VF Corp: 14,880 shares worth $1M.
  • Sumitomo Life Insurance added most to IBM in Q4 2018, an estimated $1.15M increase.
  • Sumitomo Life Insurance's biggest Q4 2018 reduction was DuPont de Nemours, cutting an estimated $1.57M.
  • Sumitomo Life Insurance fully exited Aetna Inc in Q4 2018, selling an estimated $2.17M.
  • Sumitomo Life Insurance's ten largest holdings make up 20% of its $722M portfolio in Q4 2018.
  • Sumitomo Life Insurance opened 2 new positions and closed 6 in Q4 2018.
  • Sumitomo Life Insurance's portfolio value fell 13% quarter-over-quarter to $722M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2018, filed 24 Jan 2019.