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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
-12.16%
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
$722M
AUM Growth
-$111M
Cap. Flow
+$2.78M
Cap. Flow %
0.38%
Top 10 Hldgs %
20.19%
Holding
261
New
2
Increased
191
Reduced
62
Closed
6

Top Buys

Rank Stock Value
1
IBM icon
IBM
IBM
+$1.15M
2
VFC icon
VF Corp
VFC
+$1.14M
3
DVN icon
Devon Energy
DVN
+$1.04M
4
CY
Cypress Semiconductor
CY
+$1.03M
5
CI icon
Cigna
CI
+$783K

Top Sells

Rank Stock Value
1
AET
Aetna Inc
AET
+$2.17M
2
SYK icon
Stryker
SYK
+$1.79M
3
DD icon
DuPont de Nemours
DD
+$1.57M
4
ESRX
Express Scripts Holding Company
ESRX
+$1.43M
5
ADI icon
Analog Devices
ADI
+$1.41M

Sector Composition

Rank Sector Weight
1 Technology 17.79%
2 Financials 15.88%
3 Healthcare 15.6%
4 Consumer Discretionary 10.3%
5 Communication Services 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SJM icon
201
J.M. Smucker
SJM
$12.6B
$1.12M 0.15%
11,939
+293
+3% +$30.6K
CLX icon
202
Clorox
CLX
$12.2B
$1.11M 0.15%
7,228
+174
+2% +$27.1K
DVN icon
203
Devon Energy
DVN
$50.8B
$1.08M 0.15%
48,017
+33,747
+236% +$1.04M
F icon
204
Ford
F
$56.3B
$1.08M 0.15%
140,599
+3,393
+2% +$30.2K
BABA icon
205
Alibaba
BABA
$309B
$1.07M 0.15%
7,800
+3,900
+100% +$577K
DOC icon
206
Healthpeak Properties
DOC
$14.8B
$1.06M 0.15%
38,043
+1,002
+3% +$27.7K
COR icon
207
Cencora
COR
$59.7B
$1.05M 0.15%
14,130
+345
+3% +$29.7K
FLR icon
208
Fluor
FLR
$7.13B
$1.05M 0.15%
32,647
+787
+2% +$34K
VLO icon
209
Valero Energy
VLO
$89.4B
$1.05M 0.15%
13,961
+337
+2% +$29.6K
TGT icon
210
Target
TGT
$67.4B
$1.03M 0.14%
15,614
+376
+2% +$28.9K
CE icon
211
Celanese
CE
$4.89B
$1.02M 0.14%
11,381
+181
+2% +$17.7K
DLR icon
212
Digital Realty Trust
DLR
$71B
$1.02M 0.14%
9,590
+148
+2% +$16.4K
LUV icon
213
Southwest Airlines
LUV
$23.6B
$1.01M 0.14%
21,755
+524
+2% +$27.8K
VFC icon
214
VF Corp
VFC
$6.03B
$1M 0.14%
+14,880
New +$1.14M
NBL
215
DELISTED
Noble Energy, Inc.
NBL
$995K 0.14%
53,061
+1,280
+2% +$32.8K
KMI icon
216
Kinder Morgan
KMI
$69.5B
$984K 0.14%
63,994
+995
+2% +$16.8K
HSY icon
217
Hershey
HSY
$35.3B
$960K 0.13%
8,960
+31
+0.3% +$3.3K
CFR icon
218
Cullen/Frost Bankers
CFR
$10.5B
$931K 0.13%
10,587
-1,300
-11% -$127K
VMC icon
219
Vulcan Materials
VMC
$36.8B
$930K 0.13%
9,411
+22
+0.2% +$2.23K
LFUS icon
220
Littelfuse
LFUS
$11.6B
$929K 0.13%
5,420
-4,729
-47% -$844K
PH icon
221
Parker-Hannifin
PH
$125B
$924K 0.13%
6,195
+98
+2% +$15.9K
TSLA icon
222
Tesla
TSLA
$1.28T
$916K 0.13%
41,295
-15
-0% -$323
A icon
223
Agilent Technologies
A
$38.9B
$904K 0.13%
13,394
+178
+1% +$12K
SIVB
224
DELISTED
SVB Financial Group
SIVB
$861K 0.12%
4,532
-233
-5% -$57K
DE icon
225
Deere & Co
DE
$167B
$859K 0.12%
5,758
-24
-0.4% -$3.52K
7 8
9
10 11

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CIC
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AI
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NCM
Nearwater Capital Markets Dublin 4, Dublin, Ireland $4.24B AUM 66.03% 1-Year Est. Return
DT
DV Trading Chicago, Illinois $4.22B AUM
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
IWM
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CW
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BG
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Sumitomo Life Insurance's Q4 2018 Portfolio in Review

As of Q4 2018, Sumitomo Life Insurance held 261 positions worth $722M, down 13% from $832M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Trading was light in Q4 2018: portfolio turnover was 3.1%. Sumitomo Life Insurance opened 2 new positions and exited 6, leaving the 261-position portfolio largely intact.

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

  • Sumitomo Life Insurance's largest Q4 2018 buy was VF Corp: 14,880 shares worth $1M.
  • Sumitomo Life Insurance added most to IBM in Q4 2018, an estimated $1.15M increase.
  • Sumitomo Life Insurance's biggest Q4 2018 reduction was DuPont de Nemours, cutting an estimated $1.57M.
  • Sumitomo Life Insurance fully exited Aetna Inc in Q4 2018, selling an estimated $2.17M.
  • Sumitomo Life Insurance's ten largest holdings make up 20% of its $722M portfolio in Q4 2018.
  • Sumitomo Life Insurance opened 2 new positions and closed 6 in Q4 2018.
  • Sumitomo Life Insurance's portfolio value fell 13% quarter-over-quarter to $722M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2018, filed 24 Jan 2019.