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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
+7.24%
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
$797M
AUM Growth
+$12M
Cap. Flow
-$37M
Cap. Flow %
-4.64%
Top 10 Hldgs %
19.62%
Holding
264
New
6
Increased
29
Reduced
222
Closed
7

Top Buys

Rank Stock Value
1
PYPL icon
PayPal
PYPL
+$2.23M
2
ANSS
Ansys
ANSS
+$1.48M
3
ARE icon
Alexandria Real Estate Equities
ARE
+$1.47M
4
UNP icon
Union Pacific
UNP
+$1.18M
5
TDG icon
TransDigm Group
TDG
+$1.03M

Top Sells

Rank Stock Value
1
BXP icon
Boston Properties
BXP
+$1.83M
2
PXD
Pioneer Natural Resource Co.
PXD
+$1.42M
3
CDNS icon
Cadence Design Systems
CDNS
+$1.37M
4
ST icon
Sensata Technologies
ST
+$1.33M
5
TXN icon
Texas Instruments
TXN
+$1.31M

Sector Composition

Rank Sector Weight
1 Financials 17.13%
2 Technology 16.78%
3 Healthcare 13.56%
4 Consumer Discretionary 10.14%
5 Communication Services 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PSA icon
176
Public Storage
PSA
$55.4B
$1.59M 0.2%
7,625
-369
-5% -$78K
SYK icon
177
Stryker
SYK
$108B
$1.59M 0.2%
10,284
-499
-5% -$76.1K
MON
178
DELISTED
Monsanto Co
MON
$1.59M 0.2%
13,633
-457
-3% -$54.4K
HDB icon
179
HDFC Bank
HDB
$116B
$1.58M 0.2%
62,320
+6,000
+11% +$144K
APTV icon
180
Aptiv
APTV
$9.08B
$1.58M 0.2%
18,663
-488
-3% -$46.5K
JNPR
181
DELISTED
Juniper Networks
JNPR
$1.58M 0.2%
55,503
+20,060
+57% +$542K
HP icon
182
Helmerich & Payne
HP
$4.34B
$1.58M 0.2%
24,391
+9,655
+66% +$541K
GL icon
183
Globe Life
GL
$13.3B
$1.56M 0.2%
17,171
-834
-5% -$71.6K
MCK icon
184
McKesson
MCK
$105B
$1.55M 0.19%
9,925
+3,745
+61% +$555K
ANSS
185
DELISTED
Ansys
ANSS
$1.55M 0.19%
+10,480
New +$1.48M
NBL
186
DELISTED
Noble Energy, Inc.
NBL
$1.54M 0.19%
52,732
+17,951
+52% +$491K
AVB
187
DELISTED
AvalonBay Communities
AVB
$1.53M 0.19%
8,600
-418
-5% -$75.9K
ARE icon
188
Alexandria Real Estate Equities
ARE
$9.11B
$1.52M 0.19%
+11,651
New +$1.47M
SHW icon
189
Sherwin-Williams
SHW
$78.5B
$1.51M 0.19%
11,079
-537
-5% -$70.6K
SJM icon
190
J.M. Smucker
SJM
$13B
$1.48M 0.19%
11,872
-577
-5% -$64.1K
TRMB icon
191
Trimble
TRMB
$13.7B
$1.48M 0.19%
36,283
-1,774
-5% -$72.7K
TT icon
192
Trane Technologies
TT
$93B
$1.47M 0.18%
16,481
-800
-5% -$70.5K
TPR icon
193
Tapestry
TPR
$23.4B
$1.46M 0.18%
32,964
-1,600
-5% -$66K
VTRS icon
194
Viatris
VTRS
$19.1B
$1.46M 0.18%
34,395
-1,672
-5% -$63.9K
WBA
195
DELISTED
Walgreens Boots Alliance
WBA
$1.44M 0.18%
19,800
-963
-5% -$67.8K
LUV icon
196
Southwest Airlines
LUV
$19.2B
$1.42M 0.18%
21,620
+9,379
+77% +$552K
COO icon
197
Cooper Companies
COO
$10.1B
$1.41M 0.18%
25,816
-928
-3% -$54.3K
ECL icon
198
Ecolab
ECL
$77B
$1.39M 0.17%
10,323
-502
-5% -$66.8K
NSC icon
199
Norfolk Southern
NSC
$71.9B
$1.39M 0.17%
9,561
-465
-5% -$62.4K
KDP icon
200
Keurig Dr Pepper
KDP
$42.9B
$1.37M 0.17%
14,159
-688
-5% -$61.7K
6 7
8
9 10

Similar funds

MF
Milford Funds Auckland $6.14B AUM
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
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 2017 Portfolio in Review

As of Q4 2017, Sumitomo Life Insurance held 264 positions worth $797M, up 1.5% from $785M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Sumitomo Life Insurance withdrew a net $37M in Q4 2017, closing 7 positions and reducing 222 holdings. Its most notable exit was Boston Properties, an estimated $1.83M position sold in full.

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

Against the trend, Sumitomo Life Insurance opened a new position in PayPal worth $2.27M.

  • Sumitomo Life Insurance's largest Q4 2017 buy was PayPal: 30,812 shares worth $2.27M.
  • Sumitomo Life Insurance added most to Union Pacific in Q4 2017, an estimated $1.18M increase.
  • Sumitomo Life Insurance's biggest Q4 2017 reduction was Cadence Design Systems, cutting an estimated $1.37M.
  • Sumitomo Life Insurance fully exited Boston Properties in Q4 2017, selling an estimated $1.83M.
  • Sumitomo Life Insurance's ten largest holdings make up 20% of its $797M portfolio in Q4 2017.
  • Sumitomo Life Insurance opened 6 new positions and closed 7 in Q4 2017.
  • Sumitomo Life Insurance's portfolio value rose 1.5% quarter-over-quarter to $797M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2017, filed 1 Feb 2018.