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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
+9.81%
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
$883M
AUM Growth
+$114M
Cap. Flow
+$43.9M
Cap. Flow %
4.97%
Top 10 Hldgs %
25.44%
Holding
268
New
3
Increased
245
Reduced
14
Closed
4

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$2.03M
2
MSFT icon
Microsoft
MSFT
+$1.77M
3
FIS icon
Fidelity National Information Services
FIS
+$1.7M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.4M
5
BFAM icon
Bright Horizons
BFAM
+$1.32M

Top Sells

Rank Stock Value
1
CELG
Celgene Corp
CELG
+$2.36M
2
VC icon
Visteon
VC
+$1.15M
3
EW icon
Edwards Lifesciences
EW
+$1.01M
4
CTAS icon
Cintas
CTAS
+$894K
5
PEG icon
Public Service Enterprise Group
PEG
+$709K

Sector Composition

Rank Sector Weight
1 Technology 18.99%
2 Financials 14.65%
3 Healthcare 13.41%
4 Consumer Discretionary 9.8%
5 Communication Services 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AGN
176
DELISTED
Allergan plc
AGN
$1.56M 0.18%
8,140
+482
+6% +$87K
WMB icon
177
Williams Companies
WMB
$88B
$1.55M 0.18%
65,191
+3,899
+6% +$89.3K
ITW icon
178
Illinois Tool Works
ITW
$84.8B
$1.54M 0.17%
8,564
+504
+6% +$85.4K
BC icon
179
Brunswick
BC
$5.4B
$1.53M 0.17%
25,436
+1,498
+6% +$86.6K
EL icon
180
Estee Lauder
EL
$31.2B
$1.52M 0.17%
7,382
+470
+7% +$91.3K
NUE icon
181
Nucor
NUE
$62B
$1.51M 0.17%
26,804
+1,588
+6% +$86.6K
ICE icon
182
Intercontinental Exchange
ICE
$83.7B
$1.51M 0.17%
16,290
+965
+6% +$89.6K
AVY icon
183
Avery Dennison
AVY
$13.3B
$1.5M 0.17%
11,475
+523
+5% +$66K
AWK icon
184
American Water Works
AWK
$26.5B
$1.49M 0.17%
12,155
+719
+6% +$87.2K
COO icon
185
Cooper Companies
COO
$14.5B
$1.49M 0.17%
18,484
+1,176
+7% +$88.7K
AME icon
186
Ametek
AME
$57.9B
$1.48M 0.17%
14,839
+880
+6% +$83.4K
DTE icon
187
DTE Energy
DTE
$29.4B
$1.47M 0.17%
13,334
-3,258
-20% -$351K
SYY icon
188
Sysco
SYY
$39.7B
$1.47M 0.17%
17,235
+1,098
+7% +$89K
APD icon
189
Air Products & Chemicals
APD
$65.7B
$1.47M 0.17%
6,258
+399
+7% +$90K
BALL icon
190
Ball Corp
BALL
$16.8B
$1.47M 0.17%
22,729
+1,447
+7% +$98.1K
WEC icon
191
WEC Energy
WEC
$35.5B
$1.44M 0.16%
15,615
+992
+7% +$90.4K
XYL icon
192
Xylem
XYL
$28.3B
$1.43M 0.16%
18,157
+1,161
+7% +$90.4K
DLTR icon
193
Dollar Tree
DLTR
$25.1B
$1.42M 0.16%
15,124
+971
+7% +$102K
EQR icon
194
Equity Residential
EQR
$25.3B
$1.41M 0.16%
17,409
+1,032
+6% +$87.8K
NTAP icon
195
NetApp
NTAP
$38.3B
$1.4M 0.16%
22,518
+1,432
+7% +$83.5K
NEM icon
196
Newmont
NEM
$103B
$1.4M 0.16%
32,162
+2,043
+7% +$79.8K
TRMB icon
197
Trimble
TRMB
$13.8B
$1.37M 0.16%
32,845
+2,076
+7% +$82.6K
AIG icon
198
American International
AIG
$42B
$1.36M 0.15%
26,517
+1,687
+7% +$89.4K
SIVB
199
DELISTED
SVB Financial Group
SIVB
$1.36M 0.15%
5,409
+342
+7% +$77.8K
BFAM icon
200
Bright Horizons
BFAM
$3.95B
$1.32M 0.15%
+8,818
New +$1.32M
6 7
8
9 10

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AI
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NCM
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AC
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Sumitomo Life Insurance's Q4 2019 Portfolio in Review

As of Q4 2019, Sumitomo Life Insurance held 268 positions worth $883M, up 15% from $769M the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Sumitomo Life Insurance deployed $43.9M of net new capital in Q4 2019, opening 3 new positions and adding to 245 existing holdings. Its largest new stake was Bright Horizons: 8,818 shares worth $1.32M.

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

On the sell side, the largest reduction was Edwards Lifesciences, an estimated $1.01M trimmed.

  • Sumitomo Life Insurance's largest Q4 2019 buy was Bright Horizons: 8,818 shares worth $1.32M.
  • Sumitomo Life Insurance added most to Meta Platforms (Facebook) in Q4 2019, an estimated $2.03M increase.
  • Sumitomo Life Insurance's biggest Q4 2019 reduction was Edwards Lifesciences, cutting an estimated $1.01M.
  • Sumitomo Life Insurance fully exited Celgene Corp in Q4 2019, selling an estimated $2.36M.
  • Sumitomo Life Insurance's ten largest holdings make up 25% of its $883M portfolio in Q4 2019.
  • Sumitomo Life Insurance opened 3 new positions and closed 4 in Q4 2019.
  • Sumitomo Life Insurance's portfolio value rose 15% quarter-over-quarter to $883M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2019, filed 24 Jan 2020.