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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
+14.54%
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
$744M
AUM Growth
+$22.4M
Cap. Flow
-$72M
Cap. Flow %
-9.68%
Top 10 Hldgs %
20.5%
Holding
262
New
7
Increased
15
Reduced
236
Closed
4

Top Buys

Rank Stock Value
1
TOL icon
Toll Brothers
TOL
+$1.21M
2
KEYS icon
Keysight
KEYS
+$1.2M
3
APC
Anadarko Petroleum
APC
+$1.12M
4
BABA icon
Alibaba
BABA
+$1.04M
5
KEY icon
KeyCorp
KEY
+$982K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.79M
2
MSFT icon
Microsoft
MSFT
+$2.68M
3
AMZN icon
Amazon
AMZN
+$2.15M
4
RHT
Red Hat Inc
RHT
+$1.65M
5
BAC icon
Bank of America
BAC
+$1.64M

Sector Composition

Rank Sector Weight
1 Technology 18.51%
2 Financials 15.24%
3 Healthcare 14.29%
4 Consumer Discretionary 10.86%
5 Communication Services 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FRC
151
DELISTED
First Republic Bank
FRC
$1.59M 0.21%
15,790
-1,710
-10% -$168K
NUE icon
152
Nucor
NUE
$59.5B
$1.58M 0.21%
27,162
-2,940
-10% -$172K
OXY icon
153
Occidental Petroleum
OXY
$55.2B
$1.58M 0.21%
23,950
-2,594
-10% -$171K
BBY icon
154
Best Buy
BBY
$18.2B
$1.58M 0.21%
22,239
-2,414
-10% -$150K
CVS icon
155
CVS Health
CVS
$133B
$1.57M 0.21%
29,152
-3,257
-10% -$201K
LYB icon
156
LyondellBasell Industries
LYB
$19.6B
$1.57M 0.21%
18,685
-2,024
-10% -$175K
AVB icon
157
AvalonBay Communities
AVB
$27B
$1.56M 0.21%
7,786
-863
-10% -$165K
MU icon
158
Micron Technology
MU
$1.01T
$1.55M 0.21%
37,574
-4,079
-10% -$158K
DFS
159
DELISTED
Discover Financial Services
DFS
$1.55M 0.21%
21,771
-2,409
-10% -$165K
ARE icon
160
Alexandria Real Estate Equities
ARE
$9.24B
$1.5M 0.2%
10,537
-1,186
-10% -$156K
DOV icon
161
Dover
DOV
$27.7B
$1.47M 0.2%
15,691
-1,727
-10% -$149K
PTC icon
162
PTC
PTC
$15.2B
$1.47M 0.2%
15,935
-707
-4% -$62.6K
OMC icon
163
Omnicom Group
OMC
$21.7B
$1.46M 0.2%
20,044
-2,171
-10% -$163K
XYL icon
164
Xylem
XYL
$27.8B
$1.45M 0.19%
18,328
-2,062
-10% -$150K
WY icon
165
Weyerhaeuser
WY
$18.2B
$1.44M 0.19%
54,671
-6,051
-10% -$152K
SHW icon
166
Sherwin-Williams
SHW
$86B
$1.44M 0.19%
10,014
-1,125
-10% -$157K
TMUS icon
167
T-Mobile US
TMUS
$190B
$1.44M 0.19%
20,785
-2,301
-10% -$161K
AVY icon
168
Avery Dennison
AVY
$13.2B
$1.41M 0.19%
12,442
-947
-7% -$97.8K
MET icon
169
MetLife
MET
$62B
$1.4M 0.19%
32,906
-3,562
-10% -$157K
COO icon
170
Cooper Companies
COO
$14.5B
$1.38M 0.19%
18,612
-2,044
-10% -$143K
DVN icon
171
Devon Energy
DVN
$50.8B
$1.37M 0.18%
43,448
-4,569
-10% -$128K
AON icon
172
Aon
AON
$75.9B
$1.36M 0.18%
7,946
-875
-10% -$142K
CI icon
173
Cigna
CI
$74.5B
$1.35M 0.18%
8,424
+4,669
+124% +$853K
MLM icon
174
Martin Marietta Materials
MLM
$32.6B
$1.35M 0.18%
6,701
-532
-7% -$99.3K
KEYS icon
175
Keysight
KEYS
$55B
$1.35M 0.18%
+15,438
New +$1.2M
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 Q1 2019 Portfolio in Review

As of Q1 2019, Sumitomo Life Insurance held 262 positions worth $744M, up 3.1% from $722M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Sumitomo Life Insurance withdrew a net $72M in Q1 2019, closing 4 positions and reducing 236 holdings. Its most notable exit was Juniper Networks, an estimated $1.5M position sold in full.

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

Against the trend, Sumitomo Life Insurance opened a new position in Toll Brothers worth $1.22M.

  • Sumitomo Life Insurance's largest Q1 2019 buy was Toll Brothers: 33,777 shares worth $1.22M.
  • Sumitomo Life Insurance added most to Anadarko Petroleum in Q1 2019, an estimated $1.12M increase.
  • Sumitomo Life Insurance's biggest Q1 2019 reduction was Apple, cutting an estimated $2.79M.
  • Sumitomo Life Insurance fully exited Juniper Networks in Q1 2019, selling an estimated $1.5M.
  • Sumitomo Life Insurance's ten largest holdings make up 20% of its $744M portfolio in Q1 2019.
  • Sumitomo Life Insurance opened 7 new positions and closed 4 in Q1 2019.
  • Sumitomo Life Insurance's portfolio value rose 3.1% quarter-over-quarter to $744M.

Based on Sumitomo Life Insurance's 13F filing for Q1 2019, filed 17 Apr 2019.