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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
+4.8%
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
$701M
AUM Growth
+$27.4M
Cap. Flow
+$6.29M
Cap. Flow %
0.9%
Top 10 Hldgs %
18.26%
Holding
299
New
8
Increased
221
Reduced
49
Closed
21

Top Buys

Rank Stock Value
1
WDC icon
Western Digital
WDC
+$1.65M
2
TER icon
Teradyne
TER
+$1.58M
3
CDNS icon
Cadence Design Systems
CDNS
+$1.36M
4
PTC icon
PTC
PTC
+$1.28M
5
IBM icon
IBM
IBM
+$1.25M

Top Sells

Rank Stock Value
1
CTSH icon
Cognizant
CTSH
+$2.05M
2
AGN
Allergan plc
AGN
+$1.85M
3
KMB icon
Kimberly-Clark
KMB
+$1.68M
4
BLOX
Infoblox Inc
BLOX
+$1.58M
5
CAH icon
Cardinal Health
CAH
+$1.4M

Sector Composition

Rank Sector Weight
1 Financials 16.82%
2 Technology 15.1%
3 Healthcare 13.99%
4 Communication Services 10.78%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STT icon
151
State Street
STT
$50.9B
$1.56M 0.22%
20,028
+5,844
+41% +$440K
HAL icon
152
Halliburton
HAL
$29.7B
$1.55M 0.22%
28,576
+635
+2% +$31.7K
ANET icon
153
Arista Networks
ANET
$243B
$1.52M 0.22%
252,112
+5,584
+2% +$31.2K
KR icon
154
Kroger
KR
$37.1B
$1.52M 0.22%
43,999
+978
+2% +$31.9K
TPR icon
155
Tapestry
TPR
$23.4B
$1.5M 0.21%
42,973
+174
+0.4% +$6.35K
PYPL icon
156
PayPal
PYPL
$46B
$1.5M 0.21%
38,043
-23,568
-38% -$947K
ST icon
157
Sensata Technologies
ST
$6.06B
$1.49M 0.21%
38,266
+1,231
+3% +$46.9K
TFCFA
158
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$1.48M 0.21%
52,744
+1,172
+2% +$31.5K
ALL icon
159
Allstate
ALL
$65B
$1.47M 0.21%
19,844
+441
+2% +$31.1K
BLK icon
160
Blackrock
BLK
$164B
$1.47M 0.21%
3,866
-2,708
-41% -$993K
AET
161
DELISTED
Aetna Inc
AET
$1.47M 0.21%
11,829
+262
+2% +$31.4K
CAT icon
162
Caterpillar
CAT
$360B
$1.45M 0.21%
15,683
+349
+2% +$31.6K
MPC icon
163
Marathon Petroleum
MPC
$115B
$1.45M 0.21%
28,830
+641
+2% +$29.1K
KMI icon
164
Kinder Morgan
KMI
$68.5B
$1.44M 0.21%
69,717
+1,550
+2% +$32.8K
STZ icon
165
Constellation Brands
STZ
$21.1B
$1.44M 0.21%
9,400
-3,541
-27% -$562K
AMT icon
166
American Tower
AMT
$82.8B
$1.43M 0.2%
13,567
+301
+2% +$32.7K
AFL icon
167
Aflac
AFL
$58.9B
$1.43M 0.2%
41,186
+916
+2% +$32.3K
JCI icon
168
Johnson Controls International
JCI
$83.8B
$1.43M 0.2%
34,795
+5,395
+18% +$236K
NEM icon
169
Newmont
NEM
$131B
$1.43M 0.2%
41,989
+3,410
+9% +$116K
DLTR icon
170
Dollar Tree
DLTR
$21.2B
$1.42M 0.2%
18,419
+409
+2% +$32.9K
FTV icon
171
Fortive
FTV
$17B
$1.42M 0.2%
41,964
+934
+2% +$30.9K
KDP icon
172
Keurig Dr Pepper
KDP
$42.9B
$1.39M 0.2%
15,376
+341
+2% +$29.9K
NWL icon
173
Newell Brands
NWL
$2.4B
$1.39M 0.2%
31,017
+689
+2% +$33.3K
GL icon
174
Globe Life
GL
$13.3B
$1.38M 0.2%
18,648
+415
+2% +$28.4K
GGP
175
DELISTED
GGP Inc.
GGP
$1.38M 0.2%
55,054
+1,223
+2% +$31.3K
5 6
7
8 9

Similar funds

MF
Milford Funds Auckland $6.14B AUM
SC
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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 2016 Portfolio in Review

As of Q4 2016, Sumitomo Life Insurance held 299 positions worth $701M, up 4.1% from $674M the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Sumitomo Life Insurance's Q4 2016 filing shows 8 new, 221 increased, 49 reduced and 21 closed positions. Its largest new stake was Teradyne: 66,681 shares worth $1.69M. The largest sale was Cognizant, an estimated $2.05M.

By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 15% a quarter earlier, followed by Technology and Healthcare.

  • Sumitomo Life Insurance's largest Q4 2016 buy was Teradyne: 66,681 shares worth $1.69M.
  • Sumitomo Life Insurance added most to Western Digital in Q4 2016, an estimated $1.65M increase.
  • Sumitomo Life Insurance's biggest Q4 2016 reduction was Allergan plc, cutting an estimated $1.85M.
  • Sumitomo Life Insurance fully exited Cognizant in Q4 2016, selling an estimated $2.05M.
  • Sumitomo Life Insurance's ten largest holdings make up 18% of its $701M portfolio in Q4 2016.
  • Sumitomo Life Insurance opened 8 new positions and closed 21 in Q4 2016.
  • Sumitomo Life Insurance's portfolio value rose 4.1% quarter-over-quarter to $701M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2016, filed 27 Jan 2017.