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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
+7.24%
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
$797M
AUM Growth
+$12M
Cap. Flow
-$37M
Cap. Flow %
-4.64%
Top 10 Hldgs %
19.62%
Holding
264
New
6
Increased
29
Reduced
222
Closed
7

Top Buys

Rank Stock Value
1
PYPL icon
PayPal
PYPL
+$2.23M
2
ANSS
Ansys
ANSS
+$1.48M
3
ARE icon
Alexandria Real Estate Equities
ARE
+$1.47M
4
UNP icon
Union Pacific
UNP
+$1.18M
5
TDG icon
TransDigm Group
TDG
+$1.03M

Top Sells

Rank Stock Value
1
BXP icon
Boston Properties
BXP
+$1.83M
2
PXD
Pioneer Natural Resource Co.
PXD
+$1.42M
3
CDNS icon
Cadence Design Systems
CDNS
+$1.37M
4
ST icon
Sensata Technologies
ST
+$1.33M
5
TXN icon
Texas Instruments
TXN
+$1.31M

Sector Composition

Rank Sector Weight
1 Financials 16.88%
2 Technology 16.49%
3 Healthcare 13.56%
4 Consumer Discretionary 10.14%
5 Communication Services 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.9T
$31.1M 3.91%
736,096
-30,740
-4% -$1.28M
MSFT icon
2
Microsoft
MSFT
$3.35T
$19.9M 2.49%
232,284
-11,284
-5% -$926K
AMZN icon
3
Amazon
AMZN
$2.53T
$17.3M 2.18%
296,680
-11,480
-4% -$632K
META icon
4
Meta Platforms (Facebook)
META
$1.37T
$15.1M 1.89%
85,381
-3,811
-4% -$674K
JNJ icon
5
Johnson & Johnson
JNJ
$617B
$14.5M 1.82%
103,627
-4,585
-4% -$639K
JPM icon
6
JPMorgan Chase
JPM
$933B
$14.3M 1.8%
133,879
-9,412
-7% -$953K
GOOGL icon
7
Alphabet (Google) Class A
GOOGL
$4.08T
$13M 1.63%
246,200
-10,160
-4% -$524K
BAC icon
8
Bank of America
BAC
$433B
$11.9M 1.49%
403,552
+20,682
+5% +$570K
XOM icon
9
ExxonMobil
XOM
$651B
$9.87M 1.24%
117,971
-5,731
-5% -$474K
UNH icon
10
UnitedHealth
UNH
$383B
$9.41M 1.18%
42,681
-1,780
-4% -$377K
INTC icon
11
Intel
INTC
$460B
$9.3M 1.17%
201,385
-8,500
-4% -$371K
CVX icon
12
Chevron
CVX
$383B
$9.14M 1.15%
73,052
-3,013
-4% -$357K
GOOG icon
13
Alphabet (Google) Class C
GOOG
$4.08T
$9M 1.13%
171,960
-8,340
-5% -$424K
WFC icon
14
Wells Fargo
WFC
$258B
$8.12M 1.02%
133,910
-6,504
-5% -$367K
V icon
15
Visa
V
$673B
$7.88M 0.99%
69,134
-8,638
-11% -$954K
CMCSA icon
16
Comcast
CMCSA
$84B
$7.46M 0.94%
186,346
-28,462
-13% -$1.07M
T icon
17
AT&T
T
$159B
$7.25M 0.91%
246,910
-28,769
-10% -$786K
HD icon
18
Home Depot
HD
$332B
$7.25M 0.91%
38,229
-1,869
-5% -$323K
KO icon
19
Coca-Cola
KO
$381B
$7.12M 0.89%
155,185
-6,758
-4% -$311K
PFE icon
20
Pfizer
PFE
$142B
$6.97M 0.87%
202,886
+7,553
+4% +$258K
DD icon
21
DuPont de Nemours
DD
$18.7B
$6.65M 0.83%
36,864
-1,566
-4% -$282K
PG icon
22
Procter & Gamble
PG
$335B
$6.56M 0.82%
71,351
-3,465
-5% -$312K
CSCO icon
23
Cisco
CSCO
$448B
$6.51M 0.82%
169,988
-8,257
-5% -$295K
DIS icon
24
Walt Disney
DIS
$167B
$6.45M 0.81%
59,958
+1,293
+2% +$133K
ABBV icon
25
AbbVie
ABBV
$455B
$6.34M 0.79%
65,515
+6,102
+10% +$575K
1
2 3 4 5

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Sumitomo Life Insurance's Q4 2017 Portfolio in Review

As of Q4 2017, Sumitomo Life Insurance held 264 positions worth $797M, up 1.5% from $785M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Sumitomo Life Insurance withdrew a net $37M in Q4 2017, closing 7 positions and reducing 222 holdings. Its most notable exit was Boston Properties, an estimated $1.83M position sold in full.

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

Against the trend, Sumitomo Life Insurance opened a new position in PayPal worth $2.27M.

  • Sumitomo Life Insurance's largest Q4 2017 buy was PayPal: 30,812 shares worth $2.27M.
  • Sumitomo Life Insurance added most to Union Pacific in Q4 2017, an estimated $1.18M increase.
  • Sumitomo Life Insurance's biggest Q4 2017 reduction was Cadence Design Systems, cutting an estimated $1.37M.
  • Sumitomo Life Insurance fully exited Boston Properties in Q4 2017, selling an estimated $1.83M.
  • Sumitomo Life Insurance's ten largest holdings make up 20% of its $797M portfolio in Q4 2017.
  • Sumitomo Life Insurance opened 6 new positions and closed 7 in Q4 2017.
  • Sumitomo Life Insurance's portfolio value rose 1.5% quarter-over-quarter to $797M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2017, filed 1 Feb 2018.