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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
AAPL icon
1
Apple
AAPL
$4.9T
$30.3M 2.82%
1,778,448
-31,976
-2% -$530K
XOM icon
2
ExxonMobil
XOM
$651B
$24.7M 2.31%
287,573
-10,491
-4% -$946K
GE icon
3
GE Aerospace
GE
$368B
$17.5M 1.63%
152,521
-4,255
-3% -$488K
CVX icon
4
Chevron
CVX
$383B
$17.3M 1.61%
142,288
+298
+0.2% +$36.6K
JNJ icon
5
Johnson & Johnson
JNJ
$617B
$16.9M 1.57%
194,827
+4,541
+2% +$407K
GOOG icon
6
Alphabet (Google) Class C
GOOG
$4.08T
$16.7M 1.56%
765,579
+32,080
+4% +$709K
MSFT icon
7
Microsoft
MSFT
$3.35T
$16.7M 1.56%
500,938
-42,197
-8% -$1.39M
WFC icon
8
Wells Fargo
WFC
$258B
$14.6M 1.36%
352,682
+2,264
+0.6% +$96.6K
IBM icon
9
IBM
IBM
$209B
$14.5M 1.35%
82,010
+4,150
+5% +$754K
PG icon
10
Procter & Gamble
PG
$335B
$14M 1.3%
185,000
-6,761
-4% -$538K
PFE icon
11
Pfizer
PFE
$142B
$14M 1.3%
512,574
-61,099
-11% -$1.66M
T icon
12
AT&T
T
$159B
$12.6M 1.18%
493,668
-83,012
-14% -$2.18M
JPM icon
13
JPMorgan Chase
JPM
$933B
$12.3M 1.15%
238,543
-8,707
-4% -$467K
C icon
14
Citigroup
C
$222B
$11.3M 1.05%
232,037
+14,374
+7% +$727K
KO icon
15
Coca-Cola
KO
$381B
$10.9M 1.02%
288,805
+313
+0.1% +$12.4K
QCOM icon
16
Qualcomm
QCOM
$160B
$9.99M 0.93%
148,356
+1,948
+1% +$128K
BAC icon
17
Bank of America
BAC
$433B
$9.93M 0.93%
719,596
-26,265
-4% -$375K
MRK icon
18
Merck
MRK
$321B
$9.87M 0.92%
217,228
-20,052
-8% -$916K
PM icon
19
Philip Morris
PM
$299B
$9.81M 0.91%
113,276
-4,135
-4% -$362K
VZ icon
20
Verizon
VZ
$193B
$9.74M 0.91%
208,733
+6,638
+3% +$324K
GILD icon
21
Gilead Sciences
GILD
$163B
$9.62M 0.9%
153,130
+19,854
+15% +$1.19M
CSCO icon
22
Cisco
CSCO
$448B
$9.61M 0.9%
410,490
+5,303
+1% +$132K
V icon
23
Visa
V
$673B
$9.33M 0.87%
195,304
+2,472
+1% +$114K
SLB icon
24
SLB Ltd
SLB
$72.6B
$8.75M 0.82%
99,020
+3,315
+3% +$272K
ORCL icon
25
Oracle
ORCL
$367B
$8.72M 0.81%
262,941
-9,594
-4% -$311K
1
2 3 4 5

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AI
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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.