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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
+4.92%
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
$785M
AUM Growth
+$18.4M
Cap. Flow
-$14M
Cap. Flow %
-1.79%
Top 10 Hldgs %
18.69%
Holding
270
New
9
Increased
24
Reduced
225
Closed
12

Top Buys

Rank Stock Value
1
TFC icon
Truist Financial
TFC
+$3.46M
2
KO icon
Coca-Cola
KO
+$2.34M
3
SNPS icon
Synopsys
SNPS
+$2.34M
4
DD icon
DuPont de Nemours
DD
+$1.5M
5
EL icon
Estee Lauder
EL
+$1.49M

Top Sells

Rank Stock Value
1
TWX
Time Warner Inc
TWX
+$2.46M
2
JCI icon
Johnson Controls International
JCI
+$2.03M
3
NOC icon
Northrop Grumman
NOC
+$1.85M
4
RAI
Reynolds American Inc
RAI
+$1.82M
5
AXP icon
American Express
AXP
+$1.63M

Sector Composition

Rank Sector Weight
1 Financials 16.75%
2 Technology 16.6%
3 Healthcare 14.27%
4 Communication Services 10.39%
5 Consumer Discretionary 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DLTR icon
176
Dollar Tree
DLTR
$21.2B
$1.54M 0.2%
17,783
-322
-2% -$24.6K
TT icon
177
Trane Technologies
TT
$93B
$1.54M 0.2%
17,281
-312
-2% -$27.6K
CCL icon
178
Carnival Corporation Ltd
CCL
$30.3B
$1.53M 0.2%
23,776
-429
-2% -$28.7K
SYK icon
179
Stryker
SYK
$108B
$1.53M 0.2%
10,783
-195
-2% -$28K
TRMB icon
180
Trimble
TRMB
$13.7B
$1.49M 0.19%
38,057
+14,372
+61% +$547K
IRM icon
181
Iron Mountain
IRM
$33.4B
$1.48M 0.19%
38,106
-1,383
-4% -$51.7K
BBY icon
182
Best Buy
BBY
$19.6B
$1.47M 0.19%
25,798
-475
-2% -$27.2K
HBI
183
DELISTED
Hanesbrands
HBI
$1.46M 0.19%
+59,307
New +$1.42M
ACGL icon
184
Arch Capital
ACGL
$33.1B
$1.45M 0.18%
44,085
-810
-2% -$26.1K
GL icon
185
Globe Life
GL
$13.3B
$1.44M 0.18%
18,005
-326
-2% -$25.4K
NEM icon
186
Newmont
NEM
$131B
$1.43M 0.18%
38,095
-689
-2% -$25K
PXD
187
DELISTED
Pioneer Natural Resource Co.
PXD
$1.42M 0.18%
9,647
-176
-2% -$25.3K
BF.B icon
188
Brown-Forman Class B
BF.B
$12B
$1.42M 0.18%
40,880
-29,276
-42% -$951K
ECL icon
189
Ecolab
ECL
$77B
$1.39M 0.18%
10,825
-195
-2% -$25.6K
TPR icon
190
Tapestry
TPR
$23.4B
$1.39M 0.18%
34,564
-16,030
-32% -$706K
SHW icon
191
Sherwin-Williams
SHW
$78.5B
$1.39M 0.18%
11,616
-210
-2% -$24.1K
WMB icon
192
Williams Companies
WMB
$87.6B
$1.37M 0.17%
45,735
-833
-2% -$25.3K
BALL icon
193
Ball Corp
BALL
$16.1B
$1.37M 0.17%
33,160
-1,069
-3% -$43.8K
HDB icon
194
HDFC Bank
HDB
$116B
$1.36M 0.17%
56,320
-1,600
-3% -$38K
WY icon
195
Weyerhaeuser
WY
$16.1B
$1.35M 0.17%
39,654
-718
-2% -$23.6K
VMRK
196
Vivmark Residential
VMRK
$50.8B
$1.34M 0.17%
20,387
-368
-2% -$24.6K
PTC icon
197
PTC
PTC
$14.4B
$1.33M 0.17%
23,695
-431
-2% -$23.9K
ST icon
198
Sensata Technologies
ST
$6.06B
$1.33M 0.17%
27,676
-501
-2% -$22.6K
CHD icon
199
Church & Dwight Co
CHD
$22.4B
$1.33M 0.17%
27,421
-497
-2% -$25.2K
NSC icon
200
Norfolk Southern
NSC
$71.9B
$1.33M 0.17%
10,026
-181
-2% -$22K
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 Q3 2017 Portfolio in Review

As of Q3 2017, Sumitomo Life Insurance held 270 positions worth $785M, up 2.4% from $767M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Sumitomo Life Insurance's Q3 2017 filing shows 9 new, 24 increased, 225 reduced and 12 closed positions. Its largest new stake was Truist Financial: 75,196 shares worth $3.53M. The largest sale was Time Warner Inc, an estimated $2.46M.

By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 16% a quarter earlier, followed by Technology and Healthcare.

  • Sumitomo Life Insurance's largest Q3 2017 buy was Truist Financial: 75,196 shares worth $3.53M.
  • Sumitomo Life Insurance added most to Coca-Cola in Q3 2017, an estimated $2.34M increase.
  • Sumitomo Life Insurance's biggest Q3 2017 reduction was Time Warner Inc, cutting an estimated $2.46M.
  • Sumitomo Life Insurance fully exited Johnson Controls International in Q3 2017, selling an estimated $2.03M.
  • Sumitomo Life Insurance's ten largest holdings make up 19% of its $785M portfolio in Q3 2017.
  • Sumitomo Life Insurance opened 9 new positions and closed 12 in Q3 2017.
  • Sumitomo Life Insurance's portfolio value rose 2.4% quarter-over-quarter to $785M.

Based on Sumitomo Life Insurance's 13F filing for Q3 2017, filed 17 Oct 2017.