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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
+9.81%
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
$883M
AUM Growth
+$114M
Cap. Flow
+$43.9M
Cap. Flow %
4.97%
Top 10 Hldgs %
25.44%
Holding
268
New
3
Increased
245
Reduced
14
Closed
4

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$2.03M
2
MSFT icon
Microsoft
MSFT
+$1.77M
3
FIS icon
Fidelity National Information Services
FIS
+$1.7M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.4M
5
BFAM icon
Bright Horizons
BFAM
+$1.32M

Top Sells

Rank Stock Value
1
CELG
Celgene Corp
CELG
+$2.36M
2
VC icon
Visteon
VC
+$1.15M
3
EW icon
Edwards Lifesciences
EW
+$1.01M
4
CTAS icon
Cintas
CTAS
+$894K
5
PEG icon
Public Service Enterprise Group
PEG
+$709K

Sector Composition

Rank Sector Weight
1 Technology 18.99%
2 Financials 14.65%
3 Healthcare 13.41%
4 Consumer Discretionary 9.8%
5 Communication Services 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CL icon
151
Colgate-Palmolive
CL
$71.6B
$1.74M 0.2%
25,247
+1,422
+6% +$97K
REGN icon
152
Regeneron Pharmaceuticals
REGN
$77.8B
$1.73M 0.2%
4,594
+256
+6% +$86.1K
LYB icon
153
LyondellBasell Industries
LYB
$19.2B
$1.72M 0.19%
18,210
+1,026
+6% +$94K
EA icon
154
Electronic Arts
EA
$53B
$1.71M 0.19%
15,859
+948
+6% +$94.1K
ATVI
155
DELISTED
Activision Blizzard
ATVI
$1.7M 0.19%
28,672
+1,714
+6% +$94.9K
SPG icon
156
Simon Property Group
SPG
$73.1B
$1.7M 0.19%
11,431
+645
+6% +$96.7K
EOG icon
157
EOG Resources
EOG
$75.5B
$1.7M 0.19%
20,238
+1,204
+6% +$88.2K
ARE icon
158
Alexandria Real Estate Equities
ARE
$8.73B
$1.68M 0.19%
10,390
+618
+6% +$97.4K
FTV icon
159
Fortive
FTV
$17.9B
$1.66M 0.19%
34,473
+1,719
+5% +$77.6K
PRU icon
160
Prudential Financial
PRU
$42.1B
$1.66M 0.19%
17,670
+508
+3% +$46.6K
MET icon
161
MetLife
MET
$60.6B
$1.66M 0.19%
32,473
+1,925
+6% +$92.9K
NSC icon
162
Norfolk Southern
NSC
$74.9B
$1.65M 0.19%
8,491
+476
+6% +$89.3K
GIS icon
163
General Mills
GIS
$19B
$1.65M 0.19%
30,711
+1,822
+6% +$96K
AON icon
164
Aon
AON
$74.5B
$1.64M 0.19%
7,854
+465
+6% +$92.1K
EXC icon
165
Exelon
EXC
$46.4B
$1.64M 0.19%
50,305
+2,996
+6% +$97K
CHD icon
166
Church & Dwight Co
CHD
$23.7B
$1.63M 0.19%
23,211
+1,388
+6% +$98.6K
WY icon
167
Weyerhaeuser
WY
$18.1B
$1.63M 0.19%
54,069
+3,206
+6% +$93K
ACGL icon
168
Arch Capital
ACGL
$33.7B
$1.61M 0.18%
37,650
+2,232
+6% +$92.6K
AVB icon
169
AvalonBay Communities
AVB
$26.7B
$1.61M 0.18%
7,666
+457
+6% +$97.9K
TMUS icon
170
T-Mobile US
TMUS
$188B
$1.6M 0.18%
20,462
+1,218
+6% +$95.8K
OMC icon
171
Omnicom Group
OMC
$21.8B
$1.6M 0.18%
19,780
+1,172
+6% +$91.8K
BLK icon
172
Blackrock
BLK
$176B
$1.59M 0.18%
3,173
+189
+6% +$89.7K
CTAS icon
173
Cintas
CTAS
$80.6B
$1.59M 0.18%
23,572
-13,588
-37% -$894K
LW icon
174
Lamb Weston
LW
$7.24B
$1.58M 0.18%
18,374
+665
+4% +$53.6K
APTV icon
175
Aptiv
APTV
$10.3B
$1.56M 0.18%
16,457
+970
+6% +$88.8K
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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CW
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Sumitomo Life Insurance's Q4 2019 Portfolio in Review

As of Q4 2019, Sumitomo Life Insurance held 268 positions worth $883M, up 15% from $769M the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Sumitomo Life Insurance deployed $43.9M of net new capital in Q4 2019, opening 3 new positions and adding to 245 existing holdings. Its largest new stake was Bright Horizons: 8,818 shares worth $1.32M.

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

On the sell side, the largest reduction was Edwards Lifesciences, an estimated $1.01M trimmed.

  • Sumitomo Life Insurance's largest Q4 2019 buy was Bright Horizons: 8,818 shares worth $1.32M.
  • Sumitomo Life Insurance added most to Meta Platforms (Facebook) in Q4 2019, an estimated $2.03M increase.
  • Sumitomo Life Insurance's biggest Q4 2019 reduction was Edwards Lifesciences, cutting an estimated $1.01M.
  • Sumitomo Life Insurance fully exited Celgene Corp in Q4 2019, selling an estimated $2.36M.
  • Sumitomo Life Insurance's ten largest holdings make up 25% of its $883M portfolio in Q4 2019.
  • Sumitomo Life Insurance opened 3 new positions and closed 4 in Q4 2019.
  • Sumitomo Life Insurance's portfolio value rose 15% quarter-over-quarter to $883M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2019, filed 24 Jan 2020.