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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
+3.2%
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
$767M
AUM Growth
+$59.2M
Cap. Flow
+$40.4M
Cap. Flow %
5.27%
Top 10 Hldgs %
18.54%
Holding
297
New
12
Increased
222
Reduced
27
Closed
36

Top Buys

Rank Stock Value
1
INTC icon
Intel
INTC
+$2.72M
2
VMW
VMware, Inc
VMW
+$2.47M
3
PE
PARSLEY ENERGY INC
PE
+$2.29M
4
BC icon
Brunswick
BC
+$2.28M
5
ADI icon
Analog Devices
ADI
+$2.11M

Top Sells

Rank Stock Value
1
BCR
CR Bard Inc.
BCR
+$2.47M
2
MU icon
Micron Technology
MU
+$2.29M
3
BNY
Bank of New York Mellon
BNY
+$1.91M
4
NDAQ icon
Nasdaq
NDAQ
+$1.86M
5
TEL icon
TE Connectivity
TEL
+$1.86M

Sector Composition

Rank Sector Weight
1 Financials 16.08%
2 Technology 15.57%
3 Healthcare 14.22%
4 Communication Services 10.55%
5 Consumer Discretionary 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BBY icon
176
Best Buy
BBY
$18.3B
$1.51M 0.2%
26,273
+18,978
+260% +$1.01M
SJM icon
177
J.M. Smucker
SJM
$12.9B
$1.5M 0.2%
12,677
+8,757
+223% +$1.11M
DOV icon
178
Dover
DOV
$27.5B
$1.48M 0.19%
22,898
+12,038
+111% +$785K
MPC icon
179
Marathon Petroleum
MPC
$91.3B
$1.48M 0.19%
28,339
+1,194
+4% +$61.7K
ECL icon
180
Ecolab
ECL
$77.7B
$1.46M 0.19%
11,020
+464
+4% +$59.9K
CHD icon
181
Church & Dwight Co
CHD
$23.4B
$1.45M 0.19%
27,918
+1,177
+4% +$60.2K
BALL icon
182
Ball Corp
BALL
$17.1B
$1.45M 0.19%
34,229
+24,967
+270% +$986K
VTRS icon
183
Viatris
VTRS
$20.4B
$1.43M 0.19%
36,711
+21,087
+135% +$809K
ANET icon
184
Arista Networks
ANET
$223B
$1.42M 0.19%
151,488
-85,904
-36% -$778K
AMAT icon
185
Applied Materials
AMAT
$406B
$1.41M 0.18%
34,154
+1,439
+4% +$61.2K
WMB icon
186
Williams Companies
WMB
$87.3B
$1.41M 0.18%
46,568
+1,976
+4% +$58.9K
BABA icon
187
Alibaba
BABA
$292B
$1.41M 0.18%
10,000
+200
+2% +$24.7K
GL icon
188
Globe Life
GL
$14.1B
$1.4M 0.18%
18,331
+773
+4% +$58.8K
ACGL icon
189
Arch Capital
ACGL
$34.3B
$1.4M 0.18%
+44,895
New +$1.42M
SHW icon
190
Sherwin-Williams
SHW
$82.7B
$1.38M 0.18%
11,826
+498
+4% +$55.6K
RHT
191
DELISTED
Red Hat Inc
RHT
$1.38M 0.18%
14,420
+607
+4% +$54.2K
KDP icon
192
Keurig Dr Pepper
KDP
$42.5B
$1.38M 0.18%
15,115
+637
+4% +$59.6K
DD
193
DELISTED
Du Pont De Nemours E I
DD
$1.37M 0.18%
16,962
-10,876
-39% -$869K
EQR icon
194
Equity Residential
EQR
$25B
$1.37M 0.18%
20,755
+874
+4% +$57.1K
XEL icon
195
Xcel Energy
XEL
$49.1B
$1.37M 0.18%
29,779
+1,255
+4% +$57.8K
IRM icon
196
Iron Mountain
IRM
$36.6B
$1.36M 0.18%
+39,489
New +$1.38M
WY icon
197
Weyerhaeuser
WY
$17.7B
$1.35M 0.18%
40,372
+1,701
+4% +$57.3K
WDC icon
198
Western Digital
WDC
$189B
$1.33M 0.17%
19,881
+844
+4% +$56.1K
PTC icon
199
PTC
PTC
$15.6B
$1.33M 0.17%
24,126
-3,001
-11% -$165K
MU icon
200
Micron Technology
MU
$939B
$1.32M 0.17%
44,382
-78,216
-64% -$2.29M
6 7
8
9 10

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AI
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NCM
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Sumitomo Life Insurance's Q2 2017 Portfolio in Review

As of Q2 2017, Sumitomo Life Insurance held 297 positions worth $767M, up 8.4% from $707M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Sumitomo Life Insurance deployed $40.4M of net new capital in Q2 2017, opening 12 new positions and adding to 222 existing holdings. Its largest new stake was VMware, Inc: 26,768 shares worth $2.34M.

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

On the sell side, the largest reduction was Micron Technology, an estimated $2.29M trimmed.

  • Sumitomo Life Insurance's largest Q2 2017 buy was VMware, Inc: 26,768 shares worth $2.34M.
  • Sumitomo Life Insurance added most to Intel in Q2 2017, an estimated $2.72M increase.
  • Sumitomo Life Insurance's biggest Q2 2017 reduction was Micron Technology, cutting an estimated $2.29M.
  • Sumitomo Life Insurance fully exited CR Bard Inc. in Q2 2017, selling an estimated $2.47M.
  • Sumitomo Life Insurance's ten largest holdings make up 19% of its $767M portfolio in Q2 2017.
  • Sumitomo Life Insurance opened 12 new positions and closed 36 in Q2 2017.
  • Sumitomo Life Insurance's portfolio value rose 8.4% quarter-over-quarter to $767M.

Based on Sumitomo Life Insurance's 13F filing for Q2 2017, filed 27 Jul 2017.