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SLI

Sumitomo Life Insurance Portfolio holdings

AUM $6.12B
1-Year Est. Return 21.82%
This Fund
S&P 500
This Quarter Est. Return
+3.2%
1 Year Est. Return
+21.82%
3 Year Est. Return
+69.65%
5 Year Est. Return
+75.1%
10 Year Est. Return
+333.11%
AUM
$767M
AUM Growth
+$59.2M
Cap. Flow
+$40.4M
Cap. Flow %
5.27%
Top 10 Hldgs %
18.54%
Holding
297
New
12
Increased
222
Reduced
27
Closed
36

Top Buys

Rank Stock Value
1
INTC icon
Intel
INTC
+$2.72M
2
VMW
VMware, Inc
VMW
+$2.47M
3
PE
PARSLEY ENERGY INC
PE
+$2.29M
4
BC icon
Brunswick
BC
+$2.28M
5
ADI icon
Analog Devices
ADI
+$2.11M

Top Sells

Rank Stock Value
1
BCR
CR Bard Inc.
BCR
+$2.47M
2
MU icon
Micron Technology
MU
+$2.29M
3
BNY
Bank of New York Mellon
BNY
+$1.91M
4
NDAQ icon
Nasdaq
NDAQ
+$1.86M
5
TEL icon
TE Connectivity
TEL
+$1.86M

Sector Composition

Rank Sector Weight
1 Financials 16.42%
2 Technology 15.87%
3 Healthcare 14.22%
4 Communication Services 10.55%
5 Consumer Discretionary 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.84T
$28.5M 3.71%
790,516
+43,144
+6% +$1.6M
MSFT icon
2
Microsoft
MSFT
$3.69T
$17.1M 2.23%
247,916
-25,145
-9% -$1.73M
AMZN icon
3
Amazon
AMZN
$2.68T
$15.2M 1.98%
314,200
+20,440
+7% +$975K
JNJ icon
4
Johnson & Johnson
JNJ
$644B
$13.9M 1.81%
104,840
+9,470
+10% +$1.21M
META icon
5
Meta Platforms (Facebook)
META
$1.71T
$13.7M 1.79%
90,930
+9,557
+12% +$1.42M
JPM icon
6
JPMorgan Chase
JPM
$937B
$13.4M 1.74%
146,253
+12,434
+9% +$1.07M
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.22T
$12M 1.57%
258,460
+22,100
+9% +$1.03M
XOM icon
8
ExxonMobil
XOM
$696B
$10.2M 1.33%
125,952
-6,465
-5% -$529K
BAC icon
9
Bank of America
BAC
$416B
$9.46M 1.23%
389,834
+16,424
+4% +$383K
CMCSA icon
10
Comcast
CMCSA
$86.7B
$8.74M 1.14%
224,702
+17,639
+9% +$695K
UNH icon
11
UnitedHealth
UNH
$337B
$8.42M 1.1%
45,409
+1,142
+3% +$200K
GOOG icon
12
Alphabet (Google) Class C
GOOG
$4.18T
$8.34M 1.09%
183,560
-38,440
-17% -$1.76M
T icon
13
AT&T
T
$183B
$8.15M 1.06%
285,898
+19,183
+7% +$565K
CVX icon
14
Chevron
CVX
$427B
$8.11M 1.06%
77,723
+10,840
+16% +$1.15M
WFC icon
15
Wells Fargo
WFC
$271B
$7.92M 1.03%
142,955
+6,025
+4% +$323K
HD icon
16
Home Depot
HD
$305B
$7.65M 1%
49,849
+2,102
+4% +$322K
V icon
17
Visa
V
$701B
$7.42M 0.97%
79,177
-1,471
-2% -$137K
INTC icon
18
Intel
INTC
$513B
$7.11M 0.93%
210,613
+75,982
+56% +$2.72M
PG icon
19
Procter & Gamble
PG
$341B
$7.08M 0.92%
81,218
-9,401
-10% -$829K
GE icon
20
GE Aerospace
GE
$319B
$6.63M 0.86%
51,215
+2,172
+4% +$298K
MO icon
21
Altria Group
MO
$117B
$6.34M 0.83%
85,112
+7,265
+9% +$532K
PFE icon
22
Pfizer
PFE
$157B
$6.34M 0.83%
198,889
+8,432
+4% +$266K
MRK icon
23
Merck
MRK
$355B
$6.27M 0.82%
102,575
-14,678
-13% -$893K
PM icon
24
Philip Morris
PM
$303B
$5.99M 0.78%
51,027
+2,149
+4% +$249K
AVGO icon
25
Broadcom
AVGO
$1.62T
$5.95M 0.78%
255,190
+20,420
+9% +$474K
1
2 3 4 5

Similar funds

MF
Milford Funds Auckland $6.14B AUM
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Sumitomo Life Insurance's Q2 2017 Portfolio in Review

As of Q2 2017, Sumitomo Life Insurance held 297 positions worth $767M, up 8.4% from $707M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Sumitomo Life Insurance deployed $40.4M of net new capital in Q2 2017, opening 12 new positions and adding to 222 existing holdings. Its largest new stake was VMware, Inc: 26,768 shares worth $2.34M.

By sector, the portfolio is most concentrated in Financials at 16% of assets, down from 17% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Micron Technology, an estimated $2.29M trimmed.

  • Sumitomo Life Insurance's largest Q2 2017 buy was VMware, Inc: 26,768 shares worth $2.34M.
  • Sumitomo Life Insurance added most to Intel in Q2 2017, an estimated $2.72M increase.
  • Sumitomo Life Insurance's biggest Q2 2017 reduction was Micron Technology, cutting an estimated $2.29M.
  • Sumitomo Life Insurance fully exited CR Bard Inc. in Q2 2017, selling an estimated $2.47M.
  • Sumitomo Life Insurance's ten largest holdings make up 19% of its $767M portfolio in Q2 2017.
  • Sumitomo Life Insurance opened 12 new positions and closed 36 in Q2 2017.
  • Sumitomo Life Insurance's portfolio value rose 8.4% quarter-over-quarter to $767M.

Based on Sumitomo Life Insurance's 13F filing for Q2 2017, filed 27 Jul 2017.