We are live on ! Find out more
SLI

Sumitomo Life Insurance Portfolio holdings

AUM $4.25B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
+4.8%
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
$701M
AUM Growth
+$27.4M
Cap. Flow
+$6.29M
Cap. Flow %
0.9%
Top 10 Hldgs %
18.26%
Holding
299
New
8
Increased
221
Reduced
49
Closed
21

Top Buys

Rank Stock Value
1
WDC icon
Western Digital
WDC
+$1.65M
2
TER icon
Teradyne
TER
+$1.58M
3
CDNS icon
Cadence Design Systems
CDNS
+$1.36M
4
PTC icon
PTC
PTC
+$1.28M
5
IBM icon
IBM
IBM
+$1.25M

Top Sells

Rank Stock Value
1
CTSH icon
Cognizant
CTSH
+$2.05M
2
AGN
Allergan plc
AGN
+$1.85M
3
KMB icon
Kimberly-Clark
KMB
+$1.68M
4
BLOX
Infoblox Inc
BLOX
+$1.58M
5
CAH icon
Cardinal Health
CAH
+$1.4M

Sector Composition

Rank Sector Weight
1 Financials 16.54%
2 Technology 15.08%
3 Healthcare 13.67%
4 Communication Services 10.78%
5 Consumer Discretionary 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.9T
$22.7M 3.24%
784,496
+21,664
+3% +$614K
MSFT icon
2
Microsoft
MSFT
$3.35T
$17.7M 2.53%
285,635
+6,727
+2% +$405K
XOM icon
3
ExxonMobil
XOM
$651B
$13.3M 1.9%
147,813
+3,447
+2% +$301K
JPM icon
4
JPMorgan Chase
JPM
$933B
$12.1M 1.73%
140,554
+9,318
+7% +$711K
JNJ icon
5
Johnson & Johnson
JNJ
$617B
$11.5M 1.64%
100,037
+9,066
+10% +$1.05M
AMZN icon
6
Amazon
AMZN
$2.53T
$11.5M 1.64%
307,060
+7,260
+2% +$284K
T icon
7
AT&T
T
$159B
$10.6M 1.52%
331,128
+7,952
+2% +$235K
GE icon
8
GE Aerospace
GE
$368B
$9.78M 1.39%
64,564
+1,435
+2% +$208K
META icon
9
Meta Platforms (Facebook)
META
$1.37T
$9.49M 1.35%
82,477
+1,967
+2% +$242K
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$4.08T
$9.16M 1.31%
231,320
+5,680
+3% +$227K
GOOG icon
11
Alphabet (Google) Class C
GOOG
$4.08T
$9.1M 1.3%
235,780
+12,840
+6% +$500K
BAC icon
12
Bank of America
BAC
$433B
$8.77M 1.25%
396,594
+57,054
+17% +$1.1M
CVX icon
13
Chevron
CVX
$383B
$8.22M 1.17%
69,873
+1,652
+2% +$180K
WFC icon
14
Wells Fargo
WFC
$258B
$8.02M 1.14%
145,429
+3,233
+2% +$163K
PG icon
15
Procter & Gamble
PG
$335B
$8M 1.14%
95,163
+13,099
+16% +$1.12M
CMCSA icon
16
Comcast
CMCSA
$84B
$7.53M 1.07%
218,204
+5,478
+3% +$183K
UNH icon
17
UnitedHealth
UNH
$383B
$7.31M 1.04%
45,657
+5,526
+14% +$825K
VZ icon
18
Verizon
VZ
$193B
$7.29M 1.04%
136,509
+3,034
+2% +$152K
PFE icon
19
Pfizer
PFE
$142B
$7.17M 1.02%
232,510
+5,167
+2% +$158K
HD icon
20
Home Depot
HD
$332B
$6.97M 0.99%
52,013
+212
+0.4% +$27.3K
MRK icon
21
Merck
MRK
$321B
$6.7M 0.96%
119,291
+16,350
+16% +$957K
V icon
22
Visa
V
$673B
$6.51M 0.93%
83,434
+350
+0.4% +$28.1K
C icon
23
Citigroup
C
$222B
$6M 0.86%
100,984
+2,246
+2% +$121K
DIS icon
24
Walt Disney
DIS
$167B
$5.84M 0.83%
56,084
+1,246
+2% +$121K
CSCO icon
25
Cisco
CSCO
$448B
$5.76M 0.82%
190,554
-23,914
-11% -$729K
1
2 3 4 5

Similar funds

CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
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
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Sumitomo Life Insurance's Q4 2016 Portfolio in Review

As of Q4 2016, Sumitomo Life Insurance held 299 positions worth $701M, up 4.1% from $674M the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Sumitomo Life Insurance's Q4 2016 filing shows 8 new, 221 increased, 49 reduced and 21 closed positions. Its largest new stake was Teradyne: 66,681 shares worth $1.69M. The largest sale was Cognizant, an estimated $2.05M.

By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 15% a quarter earlier, followed by Technology and Healthcare.

  • Sumitomo Life Insurance's largest Q4 2016 buy was Teradyne: 66,681 shares worth $1.69M.
  • Sumitomo Life Insurance added most to Western Digital in Q4 2016, an estimated $1.65M increase.
  • Sumitomo Life Insurance's biggest Q4 2016 reduction was Allergan plc, cutting an estimated $1.85M.
  • Sumitomo Life Insurance fully exited Cognizant in Q4 2016, selling an estimated $2.05M.
  • Sumitomo Life Insurance's ten largest holdings make up 18% of its $701M portfolio in Q4 2016.
  • Sumitomo Life Insurance opened 8 new positions and closed 21 in Q4 2016.
  • Sumitomo Life Insurance's portfolio value rose 4.1% quarter-over-quarter to $701M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2016, filed 27 Jan 2017.