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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
+7.24%
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
$797M
AUM Growth
+$12M
Cap. Flow
-$37M
Cap. Flow %
-4.64%
Top 10 Hldgs %
19.62%
Holding
264
New
6
Increased
29
Reduced
222
Closed
7

Top Buys

Rank Stock Value
1
PYPL icon
PayPal
PYPL
+$2.23M
2
ANSS
Ansys
ANSS
+$1.48M
3
ARE icon
Alexandria Real Estate Equities
ARE
+$1.47M
4
UNP icon
Union Pacific
UNP
+$1.18M
5
TDG icon
TransDigm Group
TDG
+$1.03M

Top Sells

Rank Stock Value
1
BXP icon
Boston Properties
BXP
+$1.83M
2
PXD
Pioneer Natural Resource Co.
PXD
+$1.42M
3
CDNS icon
Cadence Design Systems
CDNS
+$1.37M
4
ST icon
Sensata Technologies
ST
+$1.33M
5
TXN icon
Texas Instruments
TXN
+$1.31M

Sector Composition

Rank Sector Weight
1 Financials 17.13%
2 Technology 16.78%
3 Healthcare 13.56%
4 Consumer Discretionary 10.14%
5 Communication Services 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STT icon
151
State Street
STT
$50.9B
$1.8M 0.23%
18,438
-896
-5% -$85.7K
AZO icon
152
AutoZone
AZO
$46.7B
$1.79M 0.22%
2,519
-122
-5% -$78K
EL icon
153
Estee Lauder
EL
$34.8B
$1.78M 0.22%
14,015
-521
-4% -$62.6K
APD icon
154
Air Products & Chemicals
APD
$64.7B
$1.78M 0.22%
10,853
-528
-5% -$84.1K
XYL icon
155
Xylem
XYL
$25.1B
$1.77M 0.22%
26,018
-9,868
-27% -$655K
FTV icon
156
Fortive
FTV
$17B
$1.76M 0.22%
38,639
-1,877
-5% -$85.9K
AIG icon
157
American International
AIG
$39.7B
$1.76M 0.22%
29,476
-1,451
-5% -$89.1K
KHC icon
158
The Kraft Heinz Company
KHC
$29.3B
$1.75M 0.22%
22,530
-1,095
-5% -$86K
DOV icon
159
Dover
DOV
$25.5B
$1.75M 0.22%
21,443
-1,043
-5% -$80.7K
F icon
160
Ford
F
$53.8B
$1.75M 0.22%
139,811
-6,789
-5% -$83.6K
CTAS icon
161
Cintas
CTAS
$79.6B
$1.73M 0.22%
44,500
-17,352
-28% -$660K
EW icon
162
Edwards Lifesciences
EW
$49.4B
$1.72M 0.22%
45,846
-2,226
-5% -$81.7K
MU icon
163
Micron Technology
MU
$1.05T
$1.71M 0.21%
41,570
-2,020
-5% -$87K
BBY icon
164
Best Buy
BBY
$19.6B
$1.69M 0.21%
24,603
-1,195
-5% -$70.7K
FLR icon
165
Fluor
FLR
$7.23B
$1.68M 0.21%
32,444
+11,828
+57% +$551K
SRE icon
166
Sempra
SRE
$53.1B
$1.68M 0.21%
31,358
-1,524
-5% -$88.4K
CVS icon
167
CVS Health
CVS
$121B
$1.67M 0.21%
23,071
-1,122
-5% -$81.6K
COF icon
168
Capital One
COF
$127B
$1.66M 0.21%
16,696
+5,370
+47% +$490K
AMAT icon
169
Applied Materials
AMAT
$334B
$1.64M 0.21%
31,991
-1,552
-5% -$84.1K
SO icon
170
Southern Company
SO
$98.9B
$1.62M 0.2%
33,726
-1,638
-5% -$83.5K
RHT
171
DELISTED
Red Hat Inc
RHT
$1.62M 0.2%
13,508
-656
-5% -$80.4K
AVY icon
172
Avery Dennison
AVY
$13B
$1.62M 0.2%
14,076
-5,933
-30% -$641K
OMC icon
173
Omnicom Group
OMC
$21.9B
$1.61M 0.2%
22,077
+7,290
+49% +$523K
STI
174
DELISTED
SunTrust Banks, Inc.
STI
$1.6M 0.2%
24,853
-1,209
-5% -$73.8K
PE
175
DELISTED
PARSLEY ENERGY INC
PE
$1.6M 0.2%
54,337
-24,027
-31% -$642K
5 6
7
8 9

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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
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MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NLI
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WIA
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Sumitomo Life Insurance's Q4 2017 Portfolio in Review

As of Q4 2017, Sumitomo Life Insurance held 264 positions worth $797M, up 1.5% from $785M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Sumitomo Life Insurance withdrew a net $37M in Q4 2017, closing 7 positions and reducing 222 holdings. Its most notable exit was Boston Properties, an estimated $1.83M position sold in full.

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

Against the trend, Sumitomo Life Insurance opened a new position in PayPal worth $2.27M.

  • Sumitomo Life Insurance's largest Q4 2017 buy was PayPal: 30,812 shares worth $2.27M.
  • Sumitomo Life Insurance added most to Union Pacific in Q4 2017, an estimated $1.18M increase.
  • Sumitomo Life Insurance's biggest Q4 2017 reduction was Cadence Design Systems, cutting an estimated $1.37M.
  • Sumitomo Life Insurance fully exited Boston Properties in Q4 2017, selling an estimated $1.83M.
  • Sumitomo Life Insurance's ten largest holdings make up 20% of its $797M portfolio in Q4 2017.
  • Sumitomo Life Insurance opened 6 new positions and closed 7 in Q4 2017.
  • Sumitomo Life Insurance's portfolio value rose 1.5% quarter-over-quarter to $797M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2017, filed 1 Feb 2018.