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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
+14.54%
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
$744M
AUM Growth
+$22.4M
Cap. Flow
-$72M
Cap. Flow %
-9.68%
Top 10 Hldgs %
20.5%
Holding
262
New
7
Increased
15
Reduced
236
Closed
4

Top Buys

Rank Stock Value
1
TOL icon
Toll Brothers
TOL
+$1.21M
2
KEYS icon
Keysight
KEYS
+$1.2M
3
APC
Anadarko Petroleum
APC
+$1.12M
4
BABA icon
Alibaba
BABA
+$1.04M
5
KEY icon
KeyCorp
KEY
+$982K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.79M
2
MSFT icon
Microsoft
MSFT
+$2.68M
3
AMZN icon
Amazon
AMZN
+$2.15M
4
RHT
Red Hat Inc
RHT
+$1.65M
5
BAC icon
Bank of America
BAC
+$1.64M

Sector Composition

Rank Sector Weight
1 Technology 18.51%
2 Financials 15.24%
3 Healthcare 14.29%
4 Consumer Discretionary 10.86%
5 Communication Services 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WBA
201
DELISTED
Walgreens Boots Alliance
WBA
$1.13M 0.15%
17,898
-2,013
-10% -$137K
F icon
202
Ford
F
$56.7B
$1.11M 0.15%
126,650
-13,949
-10% -$120K
VFC icon
203
VF Corp
VFC
$6.03B
$1.1M 0.15%
13,437
-1,443
-10% -$113K
STT icon
204
State Street
STT
$51.4B
$1.1M 0.15%
16,701
-1,841
-10% -$128K
JWN
205
DELISTED
Nordstrom
JWN
$1.09M 0.15%
24,636
-2,289
-9% -$104K
FLR icon
206
Fluor
FLR
$7.08B
$1.08M 0.15%
29,409
-3,238
-10% -$118K
DOC icon
207
Healthpeak Properties
DOC
$15B
$1.08M 0.14%
34,362
-3,681
-10% -$112K
CY
208
DELISTED
Cypress Semiconductor
CY
$1.07M 0.14%
71,600
-23,291
-25% -$338K
VLO icon
209
Valero Energy
VLO
$87.3B
$1.07M 0.14%
12,577
-1,384
-10% -$114K
VTRS icon
210
Viatris
VTRS
$20.5B
$1.06M 0.14%
37,566
-5,533
-13% -$161K
CLX icon
211
Clorox
CLX
$12.5B
$1.05M 0.14%
6,521
-707
-10% -$110K
CFR icon
212
Cullen/Frost Bankers
CFR
$10.4B
$1.04M 0.14%
10,746
+159
+2% +$15.8K
CCL icon
213
Carnival Corporation Ltd
CCL
$40.8B
$1.04M 0.14%
20,539
-6,980
-25% -$387K
DLR icon
214
Digital Realty Trust
DLR
$71.6B
$1.04M 0.14%
8,731
-859
-9% -$95.8K
VMC icon
215
Vulcan Materials
VMC
$37.2B
$1.03M 0.14%
8,739
-672
-7% -$72.6K
CE icon
216
Celanese
CE
$4.55B
$1.02M 0.14%
10,343
-1,038
-9% -$102K
LUV icon
217
Southwest Airlines
LUV
$24.1B
$1.02M 0.14%
19,631
-2,124
-10% -$112K
COR icon
218
Cencora
COR
$61.5B
$1.01M 0.14%
12,751
-1,379
-10% -$111K
VC icon
219
Visteon
VC
$2.78B
$990K 0.13%
14,700
+5,821
+66% +$438K
A icon
220
Agilent Technologies
A
$39.8B
$984K 0.13%
12,247
-1,147
-9% -$87.1K
PH icon
221
Parker-Hannifin
PH
$126B
$975K 0.13%
5,682
-513
-8% -$85.1K
TPR icon
222
Tapestry
TPR
$32.2B
$970K 0.13%
29,860
-3,290
-10% -$115K
HSY icon
223
Hershey
HSY
$35.9B
$941K 0.13%
8,192
-768
-9% -$83.6K
JLL icon
224
Jones Lang LaSalle
JLL
$17B
$940K 0.13%
+6,094
New +$916K
KEY icon
225
KeyCorp
KEY
$24.8B
$928K 0.12%
+58,898
New +$982K
7 8
9
10 11

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Sumitomo Life Insurance's Q1 2019 Portfolio in Review

As of Q1 2019, Sumitomo Life Insurance held 262 positions worth $744M, up 3.1% from $722M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Sumitomo Life Insurance withdrew a net $72M in Q1 2019, closing 4 positions and reducing 236 holdings. Its most notable exit was Juniper Networks, an estimated $1.5M position sold in full.

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

Against the trend, Sumitomo Life Insurance opened a new position in Toll Brothers worth $1.22M.

  • Sumitomo Life Insurance's largest Q1 2019 buy was Toll Brothers: 33,777 shares worth $1.22M.
  • Sumitomo Life Insurance added most to Anadarko Petroleum in Q1 2019, an estimated $1.12M increase.
  • Sumitomo Life Insurance's biggest Q1 2019 reduction was Apple, cutting an estimated $2.79M.
  • Sumitomo Life Insurance fully exited Juniper Networks in Q1 2019, selling an estimated $1.5M.
  • Sumitomo Life Insurance's ten largest holdings make up 20% of its $744M portfolio in Q1 2019.
  • Sumitomo Life Insurance opened 7 new positions and closed 4 in Q1 2019.
  • Sumitomo Life Insurance's portfolio value rose 3.1% quarter-over-quarter to $744M.

Based on Sumitomo Life Insurance's 13F filing for Q1 2019, filed 17 Apr 2019.