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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
-12.16%
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
$722M
AUM Growth
-$111M
Cap. Flow
+$2.78M
Cap. Flow %
0.38%
Top 10 Hldgs %
20.19%
Holding
261
New
2
Increased
191
Reduced
62
Closed
6

Top Buys

Rank Stock Value
1
IBM icon
IBM
IBM
+$1.15M
2
VFC icon
VF Corp
VFC
+$1.14M
3
DVN icon
Devon Energy
DVN
+$1.04M
4
CY
Cypress Semiconductor
CY
+$1.03M
5
CI icon
Cigna
CI
+$783K

Top Sells

Rank Stock Value
1
AET
Aetna Inc
AET
+$2.17M
2
SYK icon
Stryker
SYK
+$1.79M
3
DD icon
DuPont de Nemours
DD
+$1.57M
4
ESRX
Express Scripts Holding Company
ESRX
+$1.43M
5
ADI icon
Analog Devices
ADI
+$1.41M

Sector Composition

Rank Sector Weight
1 Technology 17.79%
2 Financials 15.88%
3 Healthcare 15.6%
4 Consumer Discretionary 10.3%
5 Communication Services 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVB icon
151
AvalonBay Communities
AVB
$27B
$1.5M 0.21%
8,649
+209
+2% +$37.8K
JNPR
152
DELISTED
Juniper Networks
JNPR
$1.5M 0.21%
55,849
+1,347
+2% +$38.1K
MET icon
153
MetLife
MET
$62B
$1.5M 0.21%
36,468
+880
+2% +$37.8K
TMUS icon
154
T-Mobile US
TMUS
$190B
$1.47M 0.2%
23,086
+558
+2% +$37.4K
BALL icon
155
Ball Corp
BALL
$17.3B
$1.46M 0.2%
31,803
+768
+2% +$35.9K
SHW icon
156
Sherwin-Williams
SHW
$86B
$1.46M 0.2%
11,139
+270
+2% +$36.4K
NSC icon
157
Norfolk Southern
NSC
$75.6B
$1.44M 0.2%
9,615
+232
+2% +$38.2K
DFS
158
DELISTED
Discover Financial Services
DFS
$1.43M 0.2%
24,180
+582
+2% +$40.2K
BLK icon
159
Blackrock
BLK
$175B
$1.41M 0.19%
3,579
+86
+2% +$35.2K
WELL icon
160
Welltower
WELL
$168B
$1.38M 0.19%
19,894
+488
+3% +$33.2K
PTC icon
161
PTC
PTC
$15.2B
$1.38M 0.19%
16,642
+3,668
+28% +$322K
ICE icon
162
Intercontinental Exchange
ICE
$85.2B
$1.38M 0.19%
18,294
+440
+2% +$33.7K
TDG icon
163
TransDigm Group
TDG
$71.9B
$1.37M 0.19%
4,022
-2,691
-40% -$923K
TFCFA
164
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$1.36M 0.19%
28,365
+619
+2% +$29.3K
WBA
165
DELISTED
Walgreens Boots Alliance
WBA
$1.36M 0.19%
19,911
+480
+2% +$37.2K
XYL icon
166
Xylem
XYL
$27.8B
$1.36M 0.19%
20,390
+490
+2% +$33.9K
CCL icon
167
Carnival Corporation Ltd
CCL
$39.4B
$1.36M 0.19%
27,519
-1,116
-4% -$63.9K
PARA
168
DELISTED
Paramount Global Class B
PARA
$1.35M 0.19%
30,964
+639
+2% +$34K
ARE icon
169
Alexandria Real Estate Equities
ARE
$9.24B
$1.35M 0.19%
11,723
+282
+2% +$34.4K
WY icon
170
Weyerhaeuser
WY
$18.2B
$1.33M 0.18%
60,722
+1,357
+2% +$36.1K
MU icon
171
Micron Technology
MU
$937B
$1.32M 0.18%
41,653
+784
+2% +$29.7K
BC icon
172
Brunswick
BC
$5.16B
$1.32M 0.18%
28,390
+685
+2% +$36.6K
COO icon
173
Cooper Companies
COO
$14.5B
$1.31M 0.18%
20,656
+492
+2% +$31.9K
BBY icon
174
Best Buy
BBY
$18B
$1.31M 0.18%
24,653
+507
+2% +$33.1K
EXC icon
175
Exelon
EXC
$47B
$1.29M 0.18%
40,256
+986
+3% +$31.5K
5 6
7
8 9

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AI
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NCM
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DT
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AC
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IWM
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CW
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Sumitomo Life Insurance's Q4 2018 Portfolio in Review

As of Q4 2018, Sumitomo Life Insurance held 261 positions worth $722M, down 13% from $832M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Trading was light in Q4 2018: portfolio turnover was 3.1%. Sumitomo Life Insurance opened 2 new positions and exited 6, leaving the 261-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 19% a quarter earlier, followed by Financials and Healthcare.

  • Sumitomo Life Insurance's largest Q4 2018 buy was VF Corp: 14,880 shares worth $1M.
  • Sumitomo Life Insurance added most to IBM in Q4 2018, an estimated $1.15M increase.
  • Sumitomo Life Insurance's biggest Q4 2018 reduction was DuPont de Nemours, cutting an estimated $1.57M.
  • Sumitomo Life Insurance fully exited Aetna Inc in Q4 2018, selling an estimated $2.17M.
  • Sumitomo Life Insurance's ten largest holdings make up 20% of its $722M portfolio in Q4 2018.
  • Sumitomo Life Insurance opened 2 new positions and closed 6 in Q4 2018.
  • Sumitomo Life Insurance's portfolio value fell 13% quarter-over-quarter to $722M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2018, filed 24 Jan 2019.