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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
+9.81%
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
$883M
AUM Growth
+$114M
Cap. Flow
+$43.9M
Cap. Flow %
4.97%
Top 10 Hldgs %
25.44%
Holding
268
New
3
Increased
245
Reduced
14
Closed
4

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$2.03M
2
MSFT icon
Microsoft
MSFT
+$1.77M
3
FIS icon
Fidelity National Information Services
FIS
+$1.7M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.4M
5
BFAM icon
Bright Horizons
BFAM
+$1.32M

Top Sells

Rank Stock Value
1
CELG
Celgene Corp
CELG
+$2.36M
2
VC icon
Visteon
VC
+$1.15M
3
EW icon
Edwards Lifesciences
EW
+$1.01M
4
CTAS icon
Cintas
CTAS
+$894K
5
PEG icon
Public Service Enterprise Group
PEG
+$709K

Sector Composition

Rank Sector Weight
1 Technology 18.99%
2 Financials 14.65%
3 Healthcare 13.41%
4 Consumer Discretionary 9.8%
5 Communication Services 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DLR icon
126
Digital Realty Trust
DLR
$71.7B
$2.01M 0.23%
16,768
+4,746
+39% +$584K
TRV icon
127
Travelers Companies
TRV
$78.7B
$2M 0.23%
14,577
+820
+6% +$112K
TDG icon
128
TransDigm Group
TDG
$71.3B
$1.99M 0.23%
3,549
+200
+6% +$109K
GL icon
129
Globe Life
GL
$14.3B
$1.99M 0.22%
18,864
+911
+5% +$90.8K
GM icon
130
General Motors
GM
$77.5B
$1.99M 0.22%
54,235
-3,846
-7% -$140K
RGA icon
131
Reinsurance Group of America
RGA
$15.5B
$1.99M 0.22%
12,174
+687
+6% +$111K
PCAR icon
132
PACCAR
PCAR
$71.6B
$1.97M 0.22%
37,359
+2,104
+6% +$108K
WELL icon
133
Welltower
WELL
$167B
$1.95M 0.22%
23,829
+1,343
+6% +$115K
PSA icon
134
Public Storage
PSA
$61B
$1.95M 0.22%
9,136
+515
+6% +$114K
TT icon
135
Trane Technologies
TT
$104B
$1.94M 0.22%
14,573
+821
+6% +$104K
ALL icon
136
Allstate
ALL
$67.6B
$1.93M 0.22%
17,128
– –
BBY icon
137
Best Buy
BBY
$18.2B
$1.92M 0.22%
21,850
+1,095
+5% +$83.8K
AMAT icon
138
Applied Materials
AMAT
$434B
$1.91M 0.22%
31,263
+1,761
+6% +$99K
SHW icon
139
Sherwin-Williams
SHW
$87.8B
$1.91M 0.22%
9,798
+552
+6% +$105K
VMC icon
140
Vulcan Materials
VMC
$36.9B
$1.85M 0.21%
12,850
+724
+6% +$104K
FRC
141
DELISTED
First Republic Bank
FRC
$1.82M 0.21%
15,526
+866
+6% +$93.5K
MLM icon
142
Martin Marietta Materials
MLM
$33.4B
$1.81M 0.21%
6,486
+339
+6% +$90.4K
DFS
143
DELISTED
Discover Financial Services
DFS
$1.8M 0.2%
21,262
+1,198
+6% +$98.8K
LVS icon
144
Las Vegas Sands
LVS
$29.8B
$1.8M 0.2%
26,046
+1,301
+5% +$81.2K
XLNX
145
DELISTED
Xilinx Inc
XLNX
$1.79M 0.2%
18,333
+958
+6% +$90K
D icon
146
Dominion Energy
D
$60.9B
$1.78M 0.2%
21,553
+1,214
+6% +$99.2K
PTC icon
147
PTC
PTC
$15.4B
$1.78M 0.2%
23,801
+1,157
+5% +$82.3K
DOV icon
148
Dover
DOV
$28.3B
$1.78M 0.2%
15,453
+863
+6% +$92.4K
SLB icon
149
SLB Ltd
SLB
$75.4B
$1.78M 0.2%
44,243
+2,646
+6% +$94.5K
ECL icon
150
Ecolab
ECL
$79.7B
$1.77M 0.2%
9,162
+549
+6% +$104K
4 5
6
7 8

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AI
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NCM
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DT
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AC
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IWM
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CW
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Sumitomo Life Insurance's Q4 2019 Portfolio in Review

As of Q4 2019, Sumitomo Life Insurance held 268 positions worth $883M, up 15% from $769M the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Sumitomo Life Insurance deployed $43.9M of net new capital in Q4 2019, opening 3 new positions and adding to 245 existing holdings. Its largest new stake was Bright Horizons: 8,818 shares worth $1.32M.

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

On the sell side, the largest reduction was Edwards Lifesciences, an estimated $1.01M trimmed.

  • Sumitomo Life Insurance's largest Q4 2019 buy was Bright Horizons: 8,818 shares worth $1.32M.
  • Sumitomo Life Insurance added most to Meta Platforms (Facebook) in Q4 2019, an estimated $2.03M increase.
  • Sumitomo Life Insurance's biggest Q4 2019 reduction was Edwards Lifesciences, cutting an estimated $1.01M.
  • Sumitomo Life Insurance fully exited Celgene Corp in Q4 2019, selling an estimated $2.36M.
  • Sumitomo Life Insurance's ten largest holdings make up 25% of its $883M portfolio in Q4 2019.
  • Sumitomo Life Insurance opened 3 new positions and closed 4 in Q4 2019.
  • Sumitomo Life Insurance's portfolio value rose 15% quarter-over-quarter to $883M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2019, filed 24 Jan 2020.