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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
+4.8%
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
$701M
AUM Growth
+$27.4M
Cap. Flow
+$6.29M
Cap. Flow %
0.9%
Top 10 Hldgs %
18.26%
Holding
299
New
8
Increased
221
Reduced
49
Closed
21

Top Buys

Rank Stock Value
1
WDC icon
Western Digital
WDC
+$1.65M
2
TER icon
Teradyne
TER
+$1.58M
3
CDNS icon
Cadence Design Systems
CDNS
+$1.36M
4
PTC icon
PTC
PTC
+$1.28M
5
IBM icon
IBM
IBM
+$1.25M

Top Sells

Rank Stock Value
1
CTSH icon
Cognizant
CTSH
+$2.05M
2
AGN
Allergan plc
AGN
+$1.85M
3
KMB icon
Kimberly-Clark
KMB
+$1.68M
4
BLOX
Infoblox Inc
BLOX
+$1.58M
5
CAH icon
Cardinal Health
CAH
+$1.4M

Sector Composition

Rank Sector Weight
1 Financials 16.82%
2 Technology 15.1%
3 Healthcare 13.99%
4 Communication Services 10.78%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NBL
176
DELISTED
Noble Energy, Inc.
NBL
$1.37M 0.2%
36,028
+18,074
+101% +$672K
VMRK
177
Vivmark Residential
VMRK
$50.8B
$1.36M 0.19%
21,115
+470
+2% +$28.9K
PEG icon
178
Public Service Enterprise Group
PEG
$35.1B
$1.35M 0.19%
30,720
+683
+2% +$28.5K
TT icon
179
Trane Technologies
TT
$93B
$1.34M 0.19%
17,898
+398
+2% +$28.7K
SYK icon
180
Stryker
SYK
$108B
$1.34M 0.19%
11,168
+248
+2% +$28.5K
CDNS icon
181
Cadence Design Systems
CDNS
$75.4B
$1.34M 0.19%
+52,997
New +$1.36M
PSX icon
182
Phillips 66
PSX
$106B
$1.34M 0.19%
15,468
+343
+2% +$28.5K
EW icon
183
Edwards Lifesciences
EW
$49.4B
$1.32M 0.19%
42,435
+945
+2% +$30.6K
MRO
184
DELISTED
Marathon Oil Corporation
MRO
$1.32M 0.19%
76,098
+1,692
+2% +$27.2K
ECL icon
185
Ecolab
ECL
$77B
$1.31M 0.19%
11,211
+249
+2% +$29.1K
AVY icon
186
Avery Dennison
AVY
$13B
$1.31M 0.19%
18,681
-888
-5% -$64.5K
VMC icon
187
Vulcan Materials
VMC
$32.3B
$1.3M 0.19%
10,389
+230
+2% +$27.8K
CCL icon
188
Carnival Corporation Ltd
CCL
$30.3B
$1.28M 0.18%
24,624
+547
+2% +$27.4K
PTC icon
189
PTC
PTC
$14.4B
$1.27M 0.18%
+27,464
New +$1.28M
HPE icon
190
Hewlett Packard
HPE
$74.2B
$1.27M 0.18%
94,233
-41,135
-30% -$550K
CMI icon
191
Cummins
CMI
$74.1B
$1.26M 0.18%
9,205
+205
+2% +$27.4K
CHD icon
192
Church & Dwight Co
CHD
$22.4B
$1.25M 0.18%
28,402
+453
+2% +$20.6K
WY icon
193
Weyerhaeuser
WY
$16.1B
$1.24M 0.18%
41,070
+912
+2% +$28.1K
XEL icon
194
Xcel Energy
XEL
$45.3B
$1.23M 0.18%
30,294
+672
+2% +$26.9K
TGT icon
195
Target
TGT
$70.1B
$1.22M 0.17%
16,863
+375
+2% +$27.1K
ALXN
196
DELISTED
Alexion Pharmaceuticals
ALXN
$1.2M 0.17%
9,843
+219
+2% +$26.8K
TSCO icon
197
Tractor Supply
TSCO
$17.2B
$1.2M 0.17%
79,275
+1,760
+2% +$25K
CI icon
198
Cigna
CI
$76.3B
$1.2M 0.17%
9,002
+320
+4% +$41.9K
APC
199
DELISTED
Anadarko Petroleum
APC
$1.19M 0.17%
17,128
+380
+2% +$24.7K
CSX icon
200
CSX Corp
CSX
$90.1B
$1.19M 0.17%
99,492
+2,211
+2% +$24.8K
6 7
8
9 10

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MF
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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
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Sumitomo Life Insurance's Q4 2016 Portfolio in Review

As of Q4 2016, Sumitomo Life Insurance held 299 positions worth $701M, up 4.1% from $674M the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Sumitomo Life Insurance's Q4 2016 filing shows 8 new, 221 increased, 49 reduced and 21 closed positions. Its largest new stake was Teradyne: 66,681 shares worth $1.69M. The largest sale was Cognizant, an estimated $2.05M.

By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 15% a quarter earlier, followed by Technology and Healthcare.

  • Sumitomo Life Insurance's largest Q4 2016 buy was Teradyne: 66,681 shares worth $1.69M.
  • Sumitomo Life Insurance added most to Western Digital in Q4 2016, an estimated $1.65M increase.
  • Sumitomo Life Insurance's biggest Q4 2016 reduction was Allergan plc, cutting an estimated $1.85M.
  • Sumitomo Life Insurance fully exited Cognizant in Q4 2016, selling an estimated $2.05M.
  • Sumitomo Life Insurance's ten largest holdings make up 18% of its $701M portfolio in Q4 2016.
  • Sumitomo Life Insurance opened 8 new positions and closed 21 in Q4 2016.
  • Sumitomo Life Insurance's portfolio value rose 4.1% quarter-over-quarter to $701M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2016, filed 27 Jan 2017.