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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
-5.81%
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
$754M
AUM Growth
-$67M
Cap. Flow
-$9.08M
Cap. Flow %
-1.21%
Top 10 Hldgs %
17.35%
Holding
309
New
16
Increased
56
Reduced
220
Closed
17

Top Buys

Rank Stock Value
1
PYPL icon
PayPal
PYPL
+$2.7M
2
BRCM
BROADCOM CORP CL-A
BRCM
+$2.06M
3
KHC icon
Kraft Heinz
KHC
+$1.72M
4
PSA icon
Public Storage
PSA
+$1.69M
5
MRSH
Marsh
MRSH
+$1.67M

Top Sells

Rank Stock Value
1
DTV
DIRECTV COM STK (DE)
DTV
+$2.46M
2
COF icon
Capital One
COF
+$2.14M
3
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.98M
4
EBAY icon
eBay
EBAY
+$1.9M
5
GLW icon
Corning
GLW
+$1.78M

Sector Composition

Rank Sector Weight
1 Healthcare 15.84%
2 Financials 15.78%
3 Technology 14.37%
4 Consumer Discretionary 9.95%
5 Communication Services 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.9T
$28.1M 3.73%
1,018,844
-11,044
-1% -$324K
GOOG icon
2
Alphabet (Google) Class C
GOOG
$4.08T
$16.3M 2.17%
524,900
+40,240
+8% +$1.24M
MSFT icon
3
Microsoft
MSFT
$3.35T
$15.1M 2.01%
341,474
-12,493
-4% -$561K
XOM icon
4
ExxonMobil
XOM
$651B
$13.1M 1.74%
176,320
-4,491
-2% -$346K
GE icon
5
GE Aerospace
GE
$368B
$10.8M 1.44%
89,511
+106
+0.1% +$13K
WFC icon
6
Wells Fargo
WFC
$258B
$10.4M 1.38%
203,021
-5,170
-2% -$284K
JPM icon
7
JPMorgan Chase
JPM
$933B
$9.69M 1.29%
158,960
-295
-0.2% -$19.3K
JNJ icon
8
Johnson & Johnson
JNJ
$617B
$9.24M 1.23%
98,965
-2,520
-2% -$244K
T icon
9
AT&T
T
$159B
$9.03M 1.2%
366,900
+58,856
+19% +$1.5M
META icon
10
Meta Platforms (Facebook)
META
$1.37T
$8.93M 1.18%
99,309
-4,815
-5% -$442K
PFE icon
11
Pfizer
PFE
$142B
$8.92M 1.18%
299,276
+19,402
+7% +$622K
DIS icon
12
Walt Disney
DIS
$167B
$8.59M 1.14%
84,052
+1,492
+2% +$162K
AMZN icon
13
Amazon
AMZN
$2.53T
$8.49M 1.13%
331,820
+820
+0.2% +$20.7K
BAC icon
14
Bank of America
BAC
$433B
$7.25M 0.96%
465,351
-11,850
-2% -$199K
VZ icon
15
Verizon
VZ
$193B
$7.1M 0.94%
163,249
-24,385
-13% -$1.13M
V icon
16
Visa
V
$673B
$7.03M 0.93%
100,913
-369
-0.4% -$26.3K
PG icon
17
Procter & Gamble
PG
$335B
$7.02M 0.93%
97,530
-2,484
-2% -$186K
GILD icon
18
Gilead Sciences
GILD
$163B
$7.01M 0.93%
71,358
+6,929
+11% +$770K
HD icon
19
Home Depot
HD
$332B
$7M 0.93%
60,626
-1,545
-2% -$179K
CSCO icon
20
Cisco
CSCO
$448B
$6.9M 0.92%
263,004
-1,873
-0.7% -$50.6K
CVX icon
21
Chevron
CVX
$383B
$6.89M 0.91%
87,400
-265
-0.3% -$22.3K
ORCL icon
22
Oracle
ORCL
$367B
$6.25M 0.83%
173,055
-6,114
-3% -$235K
INTC icon
23
Intel
INTC
$460B
$6.16M 0.82%
204,470
-21,082
-9% -$610K
KO icon
24
Coca-Cola
KO
$381B
$5.99M 0.79%
149,292
-3,801
-2% -$152K
C icon
25
Citigroup
C
$222B
$5.99M 0.79%
120,730
-3,074
-2% -$168K
1
2 3 4 5

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AI
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NCM
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DT
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AC
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IWM
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Sumitomo Life Insurance's Q3 2015 Portfolio in Review

As of Q3 2015, Sumitomo Life Insurance held 309 positions worth $754M, down 8.2% from $821M the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Sumitomo Life Insurance's Q3 2015 filing shows 16 new, 56 increased, 220 reduced and 17 closed positions. Its largest new stake was PayPal: 75,355 shares worth $2.34M. The largest sale was DIRECTV COM STK (DE), an estimated $2.46M.

By sector, the portfolio is most concentrated in Healthcare at 16% of assets, down from 16% a quarter earlier, followed by Financials and Technology.

  • Sumitomo Life Insurance's largest Q3 2015 buy was PayPal: 75,355 shares worth $2.34M.
  • Sumitomo Life Insurance added most to BROADCOM CORP CL-A in Q3 2015, an estimated $2.06M increase.
  • Sumitomo Life Insurance's biggest Q3 2015 reduction was eBay, cutting an estimated $1.9M.
  • Sumitomo Life Insurance fully exited DIRECTV COM STK (DE) in Q3 2015, selling an estimated $2.46M.
  • Sumitomo Life Insurance's ten largest holdings make up 17% of its $754M portfolio in Q3 2015.
  • Sumitomo Life Insurance opened 16 new positions and closed 17 in Q3 2015.
  • Sumitomo Life Insurance's portfolio value fell 8.2% quarter-over-quarter to $754M.

Based on Sumitomo Life Insurance's 13F filing for Q3 2015, filed 22 Oct 2015.