We are live on ! Find out more
SLI

Sumitomo Life Insurance Portfolio holdings

AUM $6.12B
1-Year Est. Return 21.82%
This Fund
S&P 500
This Quarter Est. Return
+4.92%
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
$785M
AUM Growth
+$18.4M
Cap. Flow
-$14M
Cap. Flow %
-1.79%
Top 10 Hldgs %
18.69%
Holding
270
New
9
Increased
24
Reduced
225
Closed
12

Top Buys

Rank Stock Value
1
TFC icon
Truist Financial
TFC
+$3.46M
2
KO icon
Coca-Cola
KO
+$2.34M
3
SNPS icon
Synopsys
SNPS
+$2.34M
4
DD icon
DuPont de Nemours
DD
+$1.5M
5
EL icon
Estee Lauder
EL
+$1.49M

Top Sells

Rank Stock Value
1
TWX
Time Warner Inc
TWX
+$2.46M
2
JCI icon
Johnson Controls International
JCI
+$2.03M
3
NOC icon
Northrop Grumman
NOC
+$1.85M
4
RAI
Reynolds American Inc
RAI
+$1.82M
5
AXP icon
American Express
AXP
+$1.63M

Sector Composition

Rank Sector Weight
1 Financials 16.75%
2 Technology 16.6%
3 Healthcare 14.27%
4 Communication Services 10.39%
5 Consumer Discretionary 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMT icon
151
American Tower
AMT
$82.8B
$1.79M 0.23%
13,098
-238
-2% -$33.1K
HCA icon
152
HCA Healthcare
HCA
$91.8B
$1.78M 0.23%
22,388
-413
-2% -$33.2K
OXY icon
153
Occidental Petroleum
OXY
$63.5B
$1.78M 0.23%
27,676
-501
-2% -$30.5K
ALL icon
154
Allstate
ALL
$65B
$1.76M 0.22%
19,159
-347
-2% -$31.6K
NUE icon
155
Nucor
NUE
$58.7B
$1.76M 0.22%
31,388
-572
-2% -$32.3K
F icon
156
Ford
F
$53.8B
$1.75M 0.22%
146,600
-2,653
-2% -$29.9K
EW icon
157
Edwards Lifesciences
EW
$49.4B
$1.75M 0.22%
48,072
-873
-2% -$33.3K
AMAT icon
158
Applied Materials
AMAT
$334B
$1.75M 0.22%
33,543
-611
-2% -$27.6K
SO icon
159
Southern Company
SO
$98.9B
$1.74M 0.22%
35,364
-640
-2% -$31K
APD icon
160
Air Products & Chemicals
APD
$64.7B
$1.72M 0.22%
11,381
-206
-2% -$30.2K
MU icon
161
Micron Technology
MU
$1.05T
$1.71M 0.22%
43,590
-792
-2% -$25K
PSA icon
162
Public Storage
PSA
$55.4B
$1.71M 0.22%
7,994
-145
-2% -$30K
ALB icon
163
Albemarle
ALB
$13.4B
$1.7M 0.22%
+12,491
New +$1.49M
MON
164
DELISTED
Monsanto Co
MON
$1.69M 0.22%
14,090
-254
-2% -$29.9K
BLK icon
165
Blackrock
BLK
$164B
$1.67M 0.21%
3,732
-69
-2% -$29.5K
DOV icon
166
Dover
DOV
$25.5B
$1.66M 0.21%
22,486
-412
-2% -$28.6K
MLM icon
167
Martin Marietta Materials
MLM
$36B
$1.62M 0.21%
7,869
+3,030
+63% +$640K
AVB
168
DELISTED
AvalonBay Communities
AVB
$1.61M 0.2%
9,018
-161
-2% -$30.2K
WBA
169
DELISTED
Walgreens Boots Alliance
WBA
$1.6M 0.2%
20,763
-376
-2% -$30.1K
COO icon
170
Cooper Companies
COO
$10.1B
$1.58M 0.2%
26,744
+4,804
+22% +$294K
CMS icon
171
CMS Energy
CMS
$20.7B
$1.58M 0.2%
34,177
-630
-2% -$29.7K
AZO icon
172
AutoZone
AZO
$46.7B
$1.57M 0.2%
2,641
-48
-2% -$25.6K
RHT
173
DELISTED
Red Hat Inc
RHT
$1.57M 0.2%
14,164
-256
-2% -$26.2K
EL icon
174
Estee Lauder
EL
$34.8B
$1.57M 0.2%
+14,536
New +$1.49M
STI
175
DELISTED
SunTrust Banks, Inc.
STI
$1.56M 0.2%
26,062
-20,518
-44% -$1.16M
5 6
7
8 9

Similar funds

MF
Milford Funds Auckland $6.14B AUM
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
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 Q3 2017 Portfolio in Review

As of Q3 2017, Sumitomo Life Insurance held 270 positions worth $785M, up 2.4% from $767M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Sumitomo Life Insurance's Q3 2017 filing shows 9 new, 24 increased, 225 reduced and 12 closed positions. Its largest new stake was Truist Financial: 75,196 shares worth $3.53M. The largest sale was Time Warner Inc, an estimated $2.46M.

By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 16% a quarter earlier, followed by Technology and Healthcare.

  • Sumitomo Life Insurance's largest Q3 2017 buy was Truist Financial: 75,196 shares worth $3.53M.
  • Sumitomo Life Insurance added most to Coca-Cola in Q3 2017, an estimated $2.34M increase.
  • Sumitomo Life Insurance's biggest Q3 2017 reduction was Time Warner Inc, cutting an estimated $2.46M.
  • Sumitomo Life Insurance fully exited Johnson Controls International in Q3 2017, selling an estimated $2.03M.
  • Sumitomo Life Insurance's ten largest holdings make up 19% of its $785M portfolio in Q3 2017.
  • Sumitomo Life Insurance opened 9 new positions and closed 12 in Q3 2017.
  • Sumitomo Life Insurance's portfolio value rose 2.4% quarter-over-quarter to $785M.

Based on Sumitomo Life Insurance's 13F filing for Q3 2017, filed 17 Oct 2017.