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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
+3.2%
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
$767M
AUM Growth
+$59.2M
Cap. Flow
+$40.4M
Cap. Flow %
5.27%
Top 10 Hldgs %
18.54%
Holding
297
New
12
Increased
222
Reduced
27
Closed
36

Top Buys

Rank Stock Value
1
INTC icon
Intel
INTC
+$2.72M
2
VMW
VMware, Inc
VMW
+$2.47M
3
PE
PARSLEY ENERGY INC
PE
+$2.29M
4
BC icon
Brunswick
BC
+$2.28M
5
ADI icon
Analog Devices
ADI
+$2.11M

Top Sells

Rank Stock Value
1
BCR
CR Bard Inc.
BCR
+$2.47M
2
MU icon
Micron Technology
MU
+$2.29M
3
BNY
Bank of New York Mellon
BNY
+$1.91M
4
NDAQ icon
Nasdaq
NDAQ
+$1.86M
5
TEL icon
TE Connectivity
TEL
+$1.86M

Sector Composition

Rank Sector Weight
1 Financials 16.08%
2 Technology 15.57%
3 Healthcare 14.22%
4 Communication Services 10.55%
5 Consumer Discretionary 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STT icon
151
State Street
STT
$50.7B
$1.77M 0.23%
19,685
+829
+4% +$69K
AMT icon
152
American Tower
AMT
$79.8B
$1.76M 0.23%
13,336
+562
+4% +$72K
AET
153
DELISTED
Aetna Inc
AET
$1.76M 0.23%
11,628
+489
+4% +$69.1K
AVB icon
154
AvalonBay Communities
AVB
$26.6B
$1.76M 0.23%
9,179
+3,119
+51% +$596K
OMC icon
155
Omnicom Group
OMC
$21.6B
$1.76M 0.23%
+21,221
New +$1.77M
ALL icon
156
Allstate
ALL
$68.5B
$1.73M 0.23%
19,506
+822
+4% +$69.7K
SO icon
157
Southern Company
SO
$109B
$1.72M 0.22%
36,004
+1,518
+4% +$76.1K
APTV icon
158
Aptiv
APTV
$11.9B
$1.71M 0.22%
19,499
-1,468
-7% -$123K
MON
159
DELISTED
Monsanto Co
MON
$1.7M 0.22%
14,344
-473
-3% -$55.2K
PSA icon
160
Public Storage
PSA
$60.5B
$1.7M 0.22%
8,139
+342
+4% +$73.5K
MHK icon
161
Mohawk Industries
MHK
$7.63B
$1.69M 0.22%
+6,996
New +$1.65M
OXY icon
162
Occidental Petroleum
OXY
$56.1B
$1.69M 0.22%
28,177
+1,187
+4% +$72.7K
F icon
163
Ford
F
$58.3B
$1.67M 0.22%
149,253
+6,289
+4% +$70.2K
APD icon
164
Air Products & Chemicals
APD
$65.6B
$1.66M 0.22%
11,587
+488
+4% +$69.4K
CAT icon
165
Caterpillar
CAT
$377B
$1.66M 0.22%
15,416
+649
+4% +$65.9K
WBA
166
DELISTED
Walgreens Boots Alliance
WBA
$1.66M 0.22%
21,139
+896
+4% +$73.7K
FTV icon
167
Fortive
FTV
$17.9B
$1.65M 0.22%
41,249
+1,738
+4% +$68.4K
CMS icon
168
CMS Energy
CMS
$22.7B
$1.61M 0.21%
+34,807
New +$1.61M
TT icon
169
Trane Technologies
TT
$101B
$1.61M 0.21%
17,593
+740
+4% +$64.9K
BLK icon
170
Blackrock
BLK
$169B
$1.61M 0.21%
3,801
+162
+4% +$64.6K
CCL icon
171
Carnival Corporation Ltd
CCL
$38.2B
$1.59M 0.21%
24,205
+1,019
+4% +$63.5K
PXD
172
DELISTED
Pioneer Natural Resource Co.
PXD
$1.57M 0.2%
9,823
+416
+4% +$71.1K
AZO icon
173
AutoZone
AZO
$49.3B
$1.53M 0.2%
2,689
+112
+4% +$72.9K
SYK icon
174
Stryker
SYK
$124B
$1.52M 0.2%
10,978
+463
+4% +$63.5K
IPG
175
DELISTED
Interpublic Group of Companies
IPG
$1.51M 0.2%
61,452
+2,865
+5% +$70K
5 6
7
8 9

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AI
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NCM
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Sumitomo Life Insurance's Q2 2017 Portfolio in Review

As of Q2 2017, Sumitomo Life Insurance held 297 positions worth $767M, up 8.4% from $707M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Sumitomo Life Insurance deployed $40.4M of net new capital in Q2 2017, opening 12 new positions and adding to 222 existing holdings. Its largest new stake was VMware, Inc: 26,768 shares worth $2.34M.

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

On the sell side, the largest reduction was Micron Technology, an estimated $2.29M trimmed.

  • Sumitomo Life Insurance's largest Q2 2017 buy was VMware, Inc: 26,768 shares worth $2.34M.
  • Sumitomo Life Insurance added most to Intel in Q2 2017, an estimated $2.72M increase.
  • Sumitomo Life Insurance's biggest Q2 2017 reduction was Micron Technology, cutting an estimated $2.29M.
  • Sumitomo Life Insurance fully exited CR Bard Inc. in Q2 2017, selling an estimated $2.47M.
  • Sumitomo Life Insurance's ten largest holdings make up 19% of its $767M portfolio in Q2 2017.
  • Sumitomo Life Insurance opened 12 new positions and closed 36 in Q2 2017.
  • Sumitomo Life Insurance's portfolio value rose 8.4% quarter-over-quarter to $767M.

Based on Sumitomo Life Insurance's 13F filing for Q2 2017, filed 27 Jul 2017.