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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
+6.14%
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
$1.07B
AUM Growth
+$28.5M
Cap. Flow
-$22.7M
Cap. Flow %
-2.12%
Top 10 Hldgs %
17.07%
Holding
262
New
13
Increased
54
Reduced
189
Closed
6

Top Buys

Rank Stock Value
1
TMO icon
Thermo Fisher Scientific
TMO
+$4.93M
2
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$4.02M
3
ETN icon
Eaton
ETN
+$3.9M
4
TJX icon
TJX Companies
TJX
+$2.45M
5
WHR icon
Whirlpool
WHR
+$2.3M

Top Sells

Rank Stock Value
1
NWSA
NEWS CORPORATION CL-A
NWSA
+$4.3M
2
AGN
Allergan Inc
AGN
+$3.67M
3
STI
SunTrust Banks, Inc.
STI
+$2.72M
4
T icon
AT&T
T
+$2.18M
5
PCG icon
PG&E
PCG
+$1.9M

Sector Composition

Rank Sector Weight
1 Financials 15.29%
2 Healthcare 14.03%
3 Technology 13.21%
4 Energy 10.68%
5 Industrials 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYY icon
201
Sysco
SYY
$40.8B
$1.96M 0.18%
61,619
-2,244
-4% -$75.3K
NVDA icon
202
NVIDIA
NVDA
$4.86T
$1.96M 0.18%
5,032,520
-168,040
-3% -$62.5K
TIF
203
DELISTED
Tiffany & Co.
TIF
$1.9M 0.18%
24,736
-7,320
-23% -$576K
HOT
204
DELISTED
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
$1.89M 0.18%
28,430
-769
-3% -$50.9K
NLY icon
205
Annaly Capital Management
NLY
$17.1B
$1.87M 0.17%
40,303
-17,054
-30% -$803K
JCI icon
206
Johnson Controls International
JCI
$88.8B
$1.86M 0.17%
+42,858
New +$1.82M
VLO icon
207
Valero Energy
VLO
$90.1B
$1.85M 0.17%
54,206
-11,487
-17% -$406K
EPC icon
208
Edgewell Personal Care
EPC
$1.25B
$1.83M 0.17%
27,088
-901
-3% -$66.6K
K
209
DELISTED
Kellanova
K
$1.83M 0.17%
33,131
-1,100
-3% -$65.6K
MAR icon
210
Marriott International
MAR
$98.3B
$1.79M 0.17%
42,618
-1,166
-3% -$48.4K
POR icon
211
Portland General Electric
POR
$5.8B
$1.79M 0.17%
63,505
-2,146
-3% -$64.1K
AFG icon
212
American Financial Group
AFG
$11.8B
$1.79M 0.17%
33,112
-1,100
-3% -$57.5K
LVS icon
213
Las Vegas Sands
LVS
$31.7B
$1.77M 0.16%
+26,639
New +$1.54M
STR
214
DELISTED
QUESTAR CORP
STR
$1.76M 0.16%
78,216
+21,282
+37% +$491K
HRL icon
215
Hormel Foods
HRL
$13.8B
$1.76M 0.16%
+83,434
New +$1.75M
EXC icon
216
Exelon
EXC
$47.2B
$1.73M 0.16%
81,758
-2,738
-3% -$59.9K
KBR icon
217
KBR
KBR
$4.62B
$1.72M 0.16%
52,723
-1,680
-3% -$53.3K
DVN icon
218
Devon Energy
DVN
$52.1B
$1.71M 0.16%
29,582
-814
-3% -$46.5K
CAVM
219
DELISTED
Cavium, Inc.
CAVM
$1.7M 0.16%
41,245
-1,421
-3% -$53.5K
AEP icon
220
American Electric Power
AEP
$69.6B
$1.68M 0.16%
+38,796
New +$1.73M
CCL icon
221
Carnival Corporation Ltd
CCL
$38.1B
$1.64M 0.15%
50,339
-1,648
-3% -$59.8K
PETM
222
DELISTED
PETSMART INC
PETM
$1.64M 0.15%
21,528
-15,267
-41% -$1.1M
JNPR
223
DELISTED
Juniper Networks
JNPR
$1.64M 0.15%
82,553
-3,209
-4% -$66.1K
SNI
224
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
$1.64M 0.15%
20,942
-16,899
-45% -$1.25M
ECL icon
225
Ecolab
ECL
$78.1B
$1.56M 0.15%
+15,781
New +$1.47M
7 8
9
10 11

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Sumitomo Life Insurance's Q3 2013 Portfolio in Review

As of Q3 2013, Sumitomo Life Insurance held 262 positions worth $1.07B, up 2.7% from $1.04B the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Sumitomo Life Insurance's Q3 2013 filing shows 13 new, 54 increased, 189 reduced and 6 closed positions. Its largest new stake was Thermo Fisher Scientific: 54,564 shares worth $5.03M. The largest sale was NEWS CORPORATION CL-A, an estimated $4.3M.

By sector, the portfolio is most concentrated in Financials at 15% of assets, down from 16% a quarter earlier, followed by Healthcare and Technology.

  • Sumitomo Life Insurance's largest Q3 2013 buy was Thermo Fisher Scientific: 54,564 shares worth $5.03M.
  • Sumitomo Life Insurance added most to AbbVie in Q3 2013, an estimated $1.61M increase.
  • Sumitomo Life Insurance's biggest Q3 2013 reduction was AT&T, cutting an estimated $2.18M.
  • Sumitomo Life Insurance fully exited NEWS CORPORATION CL-A in Q3 2013, selling an estimated $4.3M.
  • Sumitomo Life Insurance's ten largest holdings make up 17% of its $1.07B portfolio in Q3 2013.
  • Sumitomo Life Insurance opened 13 new positions and closed 6 in Q3 2013.
  • Sumitomo Life Insurance's portfolio value rose 2.7% quarter-over-quarter to $1.07B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2013, filed 13 Nov 2013.