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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
+6.14%
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
$1.07B
AUM Growth
+$28.5M
Cap. Flow
-$22.7M
Cap. Flow %
-2.12%
Top 10 Hldgs %
17.07%
Holding
262
New
13
Increased
54
Reduced
189
Closed
6

Top Buys

Rank Stock Value
1
TMO icon
Thermo Fisher Scientific
TMO
+$4.93M
2
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$4.02M
3
ETN icon
Eaton
ETN
+$3.9M
4
TJX icon
TJX Companies
TJX
+$2.45M
5
WHR icon
Whirlpool
WHR
+$2.3M

Top Sells

Rank Stock Value
1
NWSA
NEWS CORPORATION CL-A
NWSA
+$4.3M
2
AGN
Allergan Inc
AGN
+$3.67M
3
STI
SunTrust Banks, Inc.
STI
+$2.72M
4
T icon
AT&T
T
+$2.18M
5
PCG icon
PG&E
PCG
+$1.9M

Sector Composition

Rank Sector Weight
1 Financials 15.29%
2 Healthcare 14.03%
3 Technology 13.21%
4 Energy 10.68%
5 Industrials 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CME icon
151
CME Group
CME
$96.3B
$2.61M 0.24%
35,283
-1,282
-4% -$94.5K
XLNX
152
DELISTED
Xilinx Inc
XLNX
$2.6M 0.24%
55,468
-2,019
-4% -$90.8K
CTAS icon
153
Cintas
CTAS
$81.9B
$2.59M 0.24%
202,620
-7,404
-4% -$89.8K
TJX icon
154
TJX Companies
TJX
$174B
$2.59M 0.24%
+91,860
New +$2.45M
HAL icon
155
Halliburton
HAL
$26.9B
$2.59M 0.24%
53,737
-2,049
-4% -$96K
BHI
156
DELISTED
Baker Hughes
BHI
$2.58M 0.24%
52,606
-1,918
-4% -$92.5K
KRFT
157
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
$2.58M 0.24%
49,173
-1,812
-4% -$99.2K
SWN
158
DELISTED
Southwestern Energy Company
SWN
$2.57M 0.24%
70,580
-2,579
-4% -$97.9K
WHR icon
159
Whirlpool
WHR
$2.43B
$2.55M 0.24%
+17,390
New +$2.3M
OMC icon
160
Omnicom Group
OMC
$21.6B
$2.53M 0.24%
39,939
-1,454
-4% -$92.6K
M icon
161
Macy's
M
$6.53B
$2.53M 0.24%
58,472
-2,230
-4% -$104K
AGCO icon
162
AGCO
AGCO
$7.15B
$2.52M 0.24%
41,746
-1,329
-3% -$75.3K
HLF icon
163
Herbalife
HLF
$1.29B
$2.51M 0.23%
72,076
+3,534
+5% +$109K
CMA
164
DELISTED
Comerica
CMA
$2.5M 0.23%
63,568
+5,392
+9% +$224K
WBA
165
DELISTED
Walgreens Boots Alliance
WBA
$2.47M 0.23%
45,909
-1,616
-3% -$81.2K
PRE
166
DELISTED
PARTNERRE LTD
PRE
$2.46M 0.23%
26,856
-980
-4% -$87.8K
CCI icon
167
Crown Castle
CCI
$33.3B
$2.43M 0.23%
33,306
-1,204
-3% -$86.1K
IP icon
168
International Paper
IP
$21.6B
$2.42M 0.23%
57,945
-2,118
-4% -$94.3K
SYK icon
169
Stryker
SYK
$125B
$2.42M 0.23%
35,830
-1,367
-4% -$94.4K
APA icon
170
APA Corp
APA
$13.2B
$2.42M 0.23%
28,417
-1,032
-4% -$85.7K
ICE icon
171
Intercontinental Exchange
ICE
$85.6B
$2.4M 0.22%
66,265
-2,305
-3% -$83.5K
AFL icon
172
Aflac
AFL
$64.9B
$2.4M 0.22%
77,460
-2,816
-4% -$84.8K
BALL icon
173
Ball Corp
BALL
$17.3B
$2.4M 0.22%
106,720
-4,078
-4% -$91.5K
SIAL
174
DELISTED
SIGMA - ALDRICH CORP
SIAL
$2.39M 0.22%
28,027
-923
-3% -$77.7K
KLAC icon
175
KLA
KLAC
$239B
$2.38M 0.22%
391,200
-12,640
-3% -$74.1K
5 6
7
8 9

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Sumitomo Life Insurance's Q3 2013 Portfolio in Review

As of Q3 2013, Sumitomo Life Insurance held 262 positions worth $1.07B, up 2.7% from $1.04B the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Sumitomo Life Insurance's Q3 2013 filing shows 13 new, 54 increased, 189 reduced and 6 closed positions. Its largest new stake was Thermo Fisher Scientific: 54,564 shares worth $5.03M. The largest sale was NEWS CORPORATION CL-A, an estimated $4.3M.

By sector, the portfolio is most concentrated in Financials at 15% of assets, down from 16% a quarter earlier, followed by Healthcare and Technology.

  • Sumitomo Life Insurance's largest Q3 2013 buy was Thermo Fisher Scientific: 54,564 shares worth $5.03M.
  • Sumitomo Life Insurance added most to AbbVie in Q3 2013, an estimated $1.61M increase.
  • Sumitomo Life Insurance's biggest Q3 2013 reduction was AT&T, cutting an estimated $2.18M.
  • Sumitomo Life Insurance fully exited NEWS CORPORATION CL-A in Q3 2013, selling an estimated $4.3M.
  • Sumitomo Life Insurance's ten largest holdings make up 17% of its $1.07B portfolio in Q3 2013.
  • Sumitomo Life Insurance opened 13 new positions and closed 6 in Q3 2013.
  • Sumitomo Life Insurance's portfolio value rose 2.7% quarter-over-quarter to $1.07B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2013, filed 13 Nov 2013.