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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
-5.81%
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
$754M
AUM Growth
-$67M
Cap. Flow
-$9.08M
Cap. Flow %
-1.21%
Top 10 Hldgs %
17.35%
Holding
309
New
16
Increased
56
Reduced
220
Closed
17

Top Buys

Rank Stock Value
1
PYPL icon
PayPal
PYPL
+$2.7M
2
BRCM
BROADCOM CORP CL-A
BRCM
+$2.06M
3
KHC icon
Kraft Heinz
KHC
+$1.72M
4
PSA icon
Public Storage
PSA
+$1.69M
5
MRSH
Marsh
MRSH
+$1.67M

Top Sells

Rank Stock Value
1
DTV
DIRECTV COM STK (DE)
DTV
+$2.46M
2
COF icon
Capital One
COF
+$2.14M
3
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.98M
4
EBAY icon
eBay
EBAY
+$1.9M
5
GLW icon
Corning
GLW
+$1.78M

Sector Composition

Rank Sector Weight
1 Healthcare 15.84%
2 Financials 15.78%
3 Technology 14.37%
4 Consumer Discretionary 9.95%
5 Communication Services 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ECL icon
176
Ecolab
ECL
$78.6B
$1.47M 0.2%
13,403
-341
-2% -$38.2K
CCL icon
177
Carnival Corporation Ltd
CCL
$39.4B
$1.46M 0.19%
29,439
-751
-2% -$38.2K
VMW
178
DELISTED
VMware, Inc
VMW
$1.46M 0.19%
18,553
-472
-2% -$39.2K
NOC icon
179
Northrop Grumman
NOC
$77.9B
$1.46M 0.19%
8,782
-223
-2% -$37.4K
REGN icon
180
Regeneron Pharmaceuticals
REGN
$78.2B
$1.45M 0.19%
3,127
-48
-2% -$25.8K
AMG icon
181
Affiliated Managers Group
AMG
$10.1B
$1.45M 0.19%
8,497
-215
-2% -$42.3K
JLL icon
182
Jones Lang LaSalle
JLL
$16.8B
$1.44M 0.19%
10,023
+1,356
+16% +$222K
CI icon
183
Cigna
CI
$74.5B
$1.43M 0.19%
10,616
-271
-2% -$39.3K
AFL icon
184
Aflac
AFL
$64.5B
$1.43M 0.19%
49,240
-1,256
-2% -$38K
PARA
185
DELISTED
Paramount Global Class B
PARA
$1.43M 0.19%
35,842
-912
-2% -$44.2K
AMT icon
186
American Tower
AMT
$80.6B
$1.43M 0.19%
16,224
-4,354
-21% -$410K
CHD icon
187
Church & Dwight Co
CHD
$23.7B
$1.43M 0.19%
33,966
+12,940
+62% +$555K
WMB icon
188
Williams Companies
WMB
$86.1B
$1.4M 0.19%
37,958
-968
-2% -$48.2K
BWA icon
189
BorgWarner
BWA
$13B
$1.4M 0.19%
38,148
-974
-2% -$40.5K
ALL icon
190
Allstate
ALL
$67.6B
$1.38M 0.18%
23,726
-20,746
-47% -$1.3M
SE
191
DELISTED
Spectra Energy Corp Wi
SE
$1.38M 0.18%
52,547
-1,339
-2% -$39K
BSX icon
192
Boston Scientific
BSX
$70.2B
$1.37M 0.18%
83,640
-2,129
-2% -$36.4K
GGP
193
DELISTED
GGP Inc.
GGP
$1.37M 0.18%
52,864
+12,741
+32% +$335K
WY icon
194
Weyerhaeuser
WY
$18.2B
$1.34M 0.18%
49,102
-1,251
-2% -$36.9K
SEE
195
DELISTED
Sealed Air
SEE
$1.33M 0.18%
28,290
-721
-2% -$37.2K
PH icon
196
Parker-Hannifin
PH
$126B
$1.32M 0.18%
13,561
-345
-2% -$37.5K
PXD
197
DELISTED
Pioneer Natural Resource Co.
PXD
$1.32M 0.18%
10,840
-276
-2% -$34.4K
HRL icon
198
Hormel Foods
HRL
$13.9B
$1.31M 0.17%
41,506
-1,058
-2% -$31.7K
CSX icon
199
CSX Corp
CSX
$92.3B
$1.3M 0.17%
145,527
-3,705
-2% -$36.4K
WHR icon
200
Whirlpool
WHR
$2.54B
$1.28M 0.17%
8,699
-1,689
-16% -$286K
6 7
8
9 10

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AI
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NCM
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DT
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AC
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Sumitomo Life Insurance's Q3 2015 Portfolio in Review

As of Q3 2015, Sumitomo Life Insurance held 309 positions worth $754M, down 8.2% from $821M the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Sumitomo Life Insurance's Q3 2015 filing shows 16 new, 56 increased, 220 reduced and 17 closed positions. Its largest new stake was PayPal: 75,355 shares worth $2.34M. The largest sale was DIRECTV COM STK (DE), an estimated $2.46M.

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

  • Sumitomo Life Insurance's largest Q3 2015 buy was PayPal: 75,355 shares worth $2.34M.
  • Sumitomo Life Insurance added most to BROADCOM CORP CL-A in Q3 2015, an estimated $2.06M increase.
  • Sumitomo Life Insurance's biggest Q3 2015 reduction was eBay, cutting an estimated $1.9M.
  • Sumitomo Life Insurance fully exited DIRECTV COM STK (DE) in Q3 2015, selling an estimated $2.46M.
  • Sumitomo Life Insurance's ten largest holdings make up 17% of its $754M portfolio in Q3 2015.
  • Sumitomo Life Insurance opened 16 new positions and closed 17 in Q3 2015.
  • Sumitomo Life Insurance's portfolio value fell 8.2% quarter-over-quarter to $754M.

Based on Sumitomo Life Insurance's 13F filing for Q3 2015, filed 22 Oct 2015.