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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
+14.54%
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
$744M
AUM Growth
+$22.4M
Cap. Flow
-$72M
Cap. Flow %
-9.68%
Top 10 Hldgs %
20.5%
Holding
262
New
7
Increased
15
Reduced
236
Closed
4

Top Buys

Rank Stock Value
1
TOL icon
Toll Brothers
TOL
+$1.21M
2
KEYS icon
Keysight
KEYS
+$1.2M
3
APC
Anadarko Petroleum
APC
+$1.12M
4
BABA icon
Alibaba
BABA
+$1.04M
5
KEY icon
KeyCorp
KEY
+$982K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.79M
2
MSFT icon
Microsoft
MSFT
+$2.68M
3
AMZN icon
Amazon
AMZN
+$2.15M
4
RHT
Red Hat Inc
RHT
+$1.65M
5
BAC icon
Bank of America
BAC
+$1.64M

Sector Composition

Rank Sector Weight
1 Technology 18.51%
2 Financials 15.24%
3 Healthcare 14.29%
4 Consumer Discretionary 10.86%
5 Communication Services 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BLK icon
176
Blackrock
BLK
$175B
$1.34M 0.18%
3,146
-433
-12% -$182K
ATVI
177
DELISTED
Activision Blizzard
ATVI
$1.33M 0.18%
29,252
-3,237
-10% -$146K
PARA
178
DELISTED
Paramount Global Class B
PARA
$1.33M 0.18%
27,979
-2,985
-10% -$145K
TRMB icon
179
Trimble
TRMB
$13.7B
$1.33M 0.18%
32,870
-3,622
-10% -$137K
EQR icon
180
Equity Residential
EQR
$25.4B
$1.33M 0.18%
17,611
-1,940
-10% -$140K
APTV icon
181
Aptiv
APTV
$10B
$1.31M 0.18%
16,544
-1,822
-10% -$140K
CSX icon
182
CSX Corp
CSX
$94.3B
$1.31M 0.18%
52,536
-5,784
-10% -$134K
FDX icon
183
FedEx
FDX
$73.9B
$1.3M 0.18%
7,195
-810
-10% -$143K
EXC icon
184
Exelon
EXC
$46.9B
$1.3M 0.17%
36,260
-3,996
-10% -$136K
BC icon
185
Brunswick
BC
$5.46B
$1.28M 0.17%
25,518
-2,872
-10% -$145K
GL icon
186
Globe Life
GL
$14.3B
$1.27M 0.17%
15,521
-1,748
-10% -$143K
ICE icon
187
Intercontinental Exchange
ICE
$83.2B
$1.25M 0.17%
16,480
-1,814
-10% -$136K
SJM icon
188
J.M. Smucker
SJM
$12.6B
$1.25M 0.17%
10,753
-1,186
-10% -$124K
AME icon
189
Ametek
AME
$58.9B
$1.25M 0.17%
15,037
-1,540
-9% -$117K
WEC icon
190
WEC Energy
WEC
$35.3B
$1.24M 0.17%
15,723
-1,732
-10% -$128K
ITW icon
191
Illinois Tool Works
ITW
$85.3B
$1.24M 0.17%
8,610
-949
-10% -$131K
ACGL icon
192
Arch Capital
ACGL
$33.8B
$1.23M 0.17%
38,089
-4,193
-10% -$128K
TOL icon
193
Toll Brothers
TOL
$14.4B
$1.22M 0.16%
+33,777
New +$1.21M
COF icon
194
Capital One
COF
$136B
$1.2M 0.16%
14,720
-2,079
-12% -$169K
SIVB
195
DELISTED
SVB Financial Group
SIVB
$1.2M 0.16%
5,404
+872
+19% +$203K
NBL
196
DELISTED
Noble Energy, Inc.
NBL
$1.18M 0.16%
47,797
-5,264
-10% -$119K
IRM icon
197
Iron Mountain
IRM
$36.9B
$1.17M 0.16%
32,919
-3,626
-10% -$128K
KMI icon
198
Kinder Morgan
KMI
$69.1B
$1.16M 0.16%
58,152
-5,842
-9% -$109K
SYY icon
199
Sysco
SYY
$40.1B
$1.16M 0.16%
17,358
-1,910
-10% -$124K
AIG icon
200
American International
AIG
$42.4B
$1.15M 0.15%
26,703
-2,940
-10% -$126K
6 7
8
9 10

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AI
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NCM
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Sumitomo Life Insurance's Q1 2019 Portfolio in Review

As of Q1 2019, Sumitomo Life Insurance held 262 positions worth $744M, up 3.1% from $722M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Sumitomo Life Insurance withdrew a net $72M in Q1 2019, closing 4 positions and reducing 236 holdings. Its most notable exit was Juniper Networks, an estimated $1.5M position sold in full.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Sumitomo Life Insurance opened a new position in Toll Brothers worth $1.22M.

  • Sumitomo Life Insurance's largest Q1 2019 buy was Toll Brothers: 33,777 shares worth $1.22M.
  • Sumitomo Life Insurance added most to Anadarko Petroleum in Q1 2019, an estimated $1.12M increase.
  • Sumitomo Life Insurance's biggest Q1 2019 reduction was Apple, cutting an estimated $2.79M.
  • Sumitomo Life Insurance fully exited Juniper Networks in Q1 2019, selling an estimated $1.5M.
  • Sumitomo Life Insurance's ten largest holdings make up 20% of its $744M portfolio in Q1 2019.
  • Sumitomo Life Insurance opened 7 new positions and closed 4 in Q1 2019.
  • Sumitomo Life Insurance's portfolio value rose 3.1% quarter-over-quarter to $744M.

Based on Sumitomo Life Insurance's 13F filing for Q1 2019, filed 17 Apr 2019.