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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
PTC icon
201
PTC
PTC
$14.4B
$1.37M 0.17%
22,598
-1,097
-5% -$68.1K
IRM icon
202
Iron Mountain
IRM
$33.4B
$1.37M 0.17%
36,340
-1,766
-5% -$70.1K
NEM icon
203
Newmont
NEM
$131B
$1.36M 0.17%
36,332
-1,763
-5% -$64.8K
WY icon
204
Weyerhaeuser
WY
$16.1B
$1.33M 0.17%
37,816
-1,838
-5% -$65K
WMB icon
205
Williams Companies
WMB
$87.6B
$1.33M 0.17%
43,617
-2,118
-5% -$61.6K
CHD icon
206
Church & Dwight Co
CHD
$22.4B
$1.31M 0.16%
26,151
-1,270
-5% -$59.5K
HAL icon
207
Halliburton
HAL
$29.7B
$1.29M 0.16%
26,402
-1,189
-4% -$52.4K
HBI
208
DELISTED
Hanesbrands
HBI
$1.29M 0.16%
61,540
+2,233
+4% +$47.7K
ICE icon
209
Intercontinental Exchange
ICE
$88.1B
$1.28M 0.16%
18,192
-884
-5% -$60.7K
VLO icon
210
Valero Energy
VLO
$114B
$1.28M 0.16%
13,929
-627
-4% -$51.7K
ACGL icon
211
Arch Capital
ACGL
$33.1B
$1.27M 0.16%
42,042
-2,043
-5% -$65.3K
WELL icon
212
Welltower
WELL
$168B
$1.26M 0.16%
19,771
+7,570
+62% +$508K
VMRK
213
Vivmark Residential
VMRK
$50.8B
$1.24M 0.16%
19,442
-945
-5% -$63.1K
VMC icon
214
Vulcan Materials
VMC
$32.3B
$1.23M 0.15%
9,600
-432
-4% -$52.8K
CE icon
215
Celanese
CE
$5.18B
$1.23M 0.15%
11,457
-516
-4% -$54.8K
AME icon
216
Ametek
AME
$53.8B
$1.21M 0.15%
16,626
-750
-4% -$52.2K
BALL icon
217
Ball Corp
BALL
$16.1B
$1.2M 0.15%
31,623
-1,537
-5% -$62.4K
BF.B icon
218
Brown-Forman Class B
BF.B
$12B
$1.2M 0.15%
27,203
-13,677
-33% -$522K
MRO
219
DELISTED
Marathon Oil Corporation
MRO
$1.19M 0.15%
70,306
-3,210
-4% -$47.7K
SYY icon
220
Sysco
SYY
$38.2B
$1.17M 0.15%
19,224
-868
-4% -$49.2K
KMI icon
221
Kinder Morgan
KMI
$68.5B
$1.16M 0.15%
64,411
-2,902
-4% -$52.1K
ESRX
222
DELISTED
Express Scripts Holding Company
ESRX
$1.15M 0.14%
15,341
-691
-4% -$44.2K
EXC icon
223
Exelon
EXC
$43.5B
$1.13M 0.14%
40,164
-1,810
-4% -$52K
WDC icon
224
Western Digital
WDC
$149B
$1.12M 0.14%
18,682
-843
-4% -$54.3K
DLR icon
225
Digital Realty Trust
DLR
$66.5B
$1.1M 0.14%
9,654
-435
-4% -$51.2K
7 8
9
10 11

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MF
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SC
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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.