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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
+4.8%
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
$701M
AUM Growth
+$27.4M
Cap. Flow
+$6.29M
Cap. Flow %
0.9%
Top 10 Hldgs %
18.26%
Holding
299
New
8
Increased
221
Reduced
49
Closed
21

Top Buys

Rank Stock Value
1
WDC icon
Western Digital
WDC
+$1.65M
2
TER icon
Teradyne
TER
+$1.58M
3
CDNS icon
Cadence Design Systems
CDNS
+$1.36M
4
PTC icon
PTC
PTC
+$1.28M
5
IBM icon
IBM
IBM
+$1.25M

Top Sells

Rank Stock Value
1
CTSH icon
Cognizant
CTSH
+$2.05M
2
AGN
Allergan plc
AGN
+$1.85M
3
KMB icon
Kimberly-Clark
KMB
+$1.68M
4
BLOX
Infoblox Inc
BLOX
+$1.58M
5
CAH icon
Cardinal Health
CAH
+$1.4M

Sector Composition

Rank Sector Weight
1 Financials 16.82%
2 Technology 15.1%
3 Healthcare 13.99%
4 Communication Services 10.78%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
POR icon
201
Portland General Electric
POR
$5.58B
$1.19M 0.17%
27,422
+611
+2% +$25.8K
HP icon
202
Helmerich & Payne
HP
$4.34B
$1.18M 0.17%
15,202
+8,999
+145% +$639K
CME icon
203
CME Group
CME
$98.9B
$1.17M 0.17%
10,142
+225
+2% +$25K
SYY icon
204
Sysco
SYY
$38.2B
$1.15M 0.16%
20,809
+463
+2% +$24K
RCL icon
205
Royal Caribbean
RCL
$66.7B
$1.15M 0.16%
14,023
+312
+2% +$24.6K
SWK icon
206
Stanley Black & Decker
SWK
$13.4B
$1.15M 0.16%
+10,017
New +$1.19M
AVB
207
DELISTED
AvalonBay Communities
AVB
$1.14M 0.16%
6,435
+142
+2% +$23.9K
NSC icon
208
Norfolk Southern
NSC
$71.9B
$1.12M 0.16%
10,385
+232
+2% +$23.4K
AMAT icon
209
Applied Materials
AMAT
$334B
$1.12M 0.16%
34,746
-8,578
-20% -$261K
FLR icon
210
Fluor
FLR
$7.23B
$1.12M 0.16%
21,344
+15,294
+253% +$794K
ICE icon
211
Intercontinental Exchange
ICE
$88.1B
$1.1M 0.16%
19,587
+272
+1% +$15.1K
EXC icon
212
Exelon
EXC
$43.5B
$1.1M 0.16%
43,473
+966
+2% +$22.9K
TRV icon
213
Travelers Companies
TRV
$78.8B
$1.08M 0.15%
8,858
-8,369
-49% -$956K
NFLX icon
214
Netflix
NFLX
$324B
$1.08M 0.15%
87,180
+1,930
+2% +$22.9K
TEVA icon
215
Teva Pharmaceutical Industries Limited
TEVA
$45.8B
$1.07M 0.15%
29,590
-2,404
-8% -$96K
JNPR
216
DELISTED
Juniper Networks
JNPR
$1.04M 0.15%
36,709
+818
+2% +$21.3K
VLO icon
217
Valero Energy
VLO
$114B
$1.03M 0.15%
15,077
+335
+2% +$20.6K
DLR icon
218
Digital Realty Trust
DLR
$66.5B
$1.03M 0.15%
10,448
+232
+2% +$21.6K
RHT
219
DELISTED
Red Hat Inc
RHT
$1.02M 0.15%
14,670
+326
+2% +$25.2K
EXPE icon
220
Expedia Group
EXPE
$35.2B
$1.02M 0.15%
8,981
+201
+2% +$24.5K
MKC icon
221
McCormick & Company Non-Voting
MKC
$13.4B
$979K 0.14%
20,984
+784
+4% +$36.6K
WHR icon
222
Whirlpool
WHR
$2.15B
$962K 0.14%
5,292
+118
+2% +$19.5K
TDG icon
223
TransDigm Group
TDG
$60B
$961K 0.14%
3,859
-3,913
-50% -$1.03M
SE
224
DELISTED
Spectra Energy Corp Wi
SE
$944K 0.13%
22,968
+511
+2% +$21.2K
CLX icon
225
Clorox
CLX
$10.5B
$937K 0.13%
7,805
+175
+2% +$20.6K
7 8
9
10 11

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 2016 Portfolio in Review

As of Q4 2016, Sumitomo Life Insurance held 299 positions worth $701M, up 4.1% from $674M the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Sumitomo Life Insurance's Q4 2016 filing shows 8 new, 221 increased, 49 reduced and 21 closed positions. Its largest new stake was Teradyne: 66,681 shares worth $1.69M. The largest sale was Cognizant, an estimated $2.05M.

By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 15% a quarter earlier, followed by Technology and Healthcare.

  • Sumitomo Life Insurance's largest Q4 2016 buy was Teradyne: 66,681 shares worth $1.69M.
  • Sumitomo Life Insurance added most to Western Digital in Q4 2016, an estimated $1.65M increase.
  • Sumitomo Life Insurance's biggest Q4 2016 reduction was Allergan plc, cutting an estimated $1.85M.
  • Sumitomo Life Insurance fully exited Cognizant in Q4 2016, selling an estimated $2.05M.
  • Sumitomo Life Insurance's ten largest holdings make up 18% of its $701M portfolio in Q4 2016.
  • Sumitomo Life Insurance opened 8 new positions and closed 21 in Q4 2016.
  • Sumitomo Life Insurance's portfolio value rose 4.1% quarter-over-quarter to $701M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2016, filed 27 Jan 2017.