We are live on ! Find out more
SLI

Sumitomo Life Insurance Portfolio holdings

AUM $4.25B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
+14.54%
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
$744M
AUM Growth
+$22.4M
Cap. Flow
-$72M
Cap. Flow %
-9.68%
Top 10 Hldgs %
20.5%
Holding
262
New
7
Increased
15
Reduced
236
Closed
4

Top Buys

Rank Stock Value
1
TOL icon
Toll Brothers
TOL
+$1.21M
2
KEYS icon
Keysight
KEYS
+$1.2M
3
APC
Anadarko Petroleum
APC
+$1.12M
4
BABA icon
Alibaba
BABA
+$1.04M
5
KEY icon
KeyCorp
KEY
+$982K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.79M
2
MSFT icon
Microsoft
MSFT
+$2.68M
3
AMZN icon
Amazon
AMZN
+$2.15M
4
RHT
Red Hat Inc
RHT
+$1.65M
5
BAC icon
Bank of America
BAC
+$1.64M

Sector Composition

Rank Sector Weight
1 Technology 18.51%
2 Financials 15.24%
3 Healthcare 14.29%
4 Consumer Discretionary 10.86%
5 Communication Services 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APD icon
126
Air Products & Chemicals
APD
$65.7B
$1.88M 0.25%
9,850
-1,025
-9% -$176K
FTV icon
127
Fortive
FTV
$18.5B
$1.85M 0.25%
35,061
-3,797
-10% -$185K
APC
128
DELISTED
Anadarko Petroleum
APC
$1.84M 0.25%
40,572
+24,793
+157% +$1.12M
AEP icon
129
American Electric Power
AEP
$68.8B
$1.84M 0.25%
22,014
-2,382
-10% -$189K
NTAP icon
130
NetApp
NTAP
$36.6B
$1.84M 0.25%
26,589
-11,703
-31% -$755K
SRE icon
131
Sempra
SRE
$55.3B
$1.79M 0.24%
28,456
-2,968
-9% -$175K
TXRH icon
132
Texas Roadhouse
TXRH
$13.7B
$1.78M 0.24%
28,685
+9,946
+53% +$623K
CAT icon
133
Caterpillar
CAT
$401B
$1.78M 0.24%
13,105
-1,418
-10% -$188K
CL icon
134
Colgate-Palmolive
CL
$74.4B
$1.78M 0.24%
25,907
-2,702
-9% -$175K
GS icon
135
Goldman Sachs
GS
$313B
$1.77M 0.24%
9,235
-999
-10% -$193K
PCAR icon
136
PACCAR
PCAR
$70.2B
$1.74M 0.23%
38,335
-4,151
-10% -$181K
PRU icon
137
Prudential Financial
PRU
$41.7B
$1.72M 0.23%
18,664
-2,020
-10% -$186K
TGT icon
138
Target
TGT
$67.1B
$1.71M 0.23%
21,257
+5,643
+36% +$412K
D icon
139
Dominion Energy
D
$60B
$1.7M 0.23%
22,119
-2,442
-10% -$178K
CHD icon
140
Church & Dwight Co
CHD
$24.6B
$1.69M 0.23%
23,731
-2,474
-9% -$163K
NEM icon
141
Newmont
NEM
$110B
$1.66M 0.22%
46,531
-4,852
-9% -$164K
BALL icon
142
Ball Corp
BALL
$16.9B
$1.66M 0.22%
28,695
-3,108
-10% -$166K
ECL icon
143
Ecolab
ECL
$80.3B
$1.65M 0.22%
9,368
-1,014
-10% -$165K
TDG icon
144
TransDigm Group
TDG
$70.2B
$1.65M 0.22%
3,627
-395
-10% -$160K
EA icon
145
Electronic Arts
EA
$52.9B
$1.64M 0.22%
16,165
-10,044
-38% -$952K
NSC icon
146
Norfolk Southern
NSC
$76.8B
$1.62M 0.22%
8,657
-958
-10% -$166K
DLTR icon
147
Dollar Tree
DLTR
$24.7B
$1.62M 0.22%
15,390
-1,666
-10% -$164K
LVS icon
148
Las Vegas Sands
LVS
$29.7B
$1.61M 0.22%
26,490
-2,867
-10% -$169K
ALL icon
149
Allstate
ALL
$68.1B
$1.61M 0.22%
17,128
-1,247
-7% -$113K
TT icon
150
Trane Technologies
TT
$106B
$1.61M 0.22%
14,922
-1,652
-10% -$167K
4 5
6
7 8

Similar funds

CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
NCM
Nearwater Capital Markets Dublin 4, Dublin, Ireland $4.24B AUM 66.03% 1-Year Est. Return
DT
DV Trading Chicago, Illinois $4.22B AUM
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Sumitomo Life Insurance's Q1 2019 Portfolio in Review

As of Q1 2019, Sumitomo Life Insurance held 262 positions worth $744M, up 3.1% from $722M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Sumitomo Life Insurance withdrew a net $72M in Q1 2019, closing 4 positions and reducing 236 holdings. Its most notable exit was Juniper Networks, an estimated $1.5M position sold in full.

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

Against the trend, Sumitomo Life Insurance opened a new position in Toll Brothers worth $1.22M.

  • Sumitomo Life Insurance's largest Q1 2019 buy was Toll Brothers: 33,777 shares worth $1.22M.
  • Sumitomo Life Insurance added most to Anadarko Petroleum in Q1 2019, an estimated $1.12M increase.
  • Sumitomo Life Insurance's biggest Q1 2019 reduction was Apple, cutting an estimated $2.79M.
  • Sumitomo Life Insurance fully exited Juniper Networks in Q1 2019, selling an estimated $1.5M.
  • Sumitomo Life Insurance's ten largest holdings make up 20% of its $744M portfolio in Q1 2019.
  • Sumitomo Life Insurance opened 7 new positions and closed 4 in Q1 2019.
  • Sumitomo Life Insurance's portfolio value rose 3.1% quarter-over-quarter to $744M.

Based on Sumitomo Life Insurance's 13F filing for Q1 2019, filed 17 Apr 2019.