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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
-12.16%
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
$722M
AUM Growth
-$111M
Cap. Flow
+$2.78M
Cap. Flow %
0.38%
Top 10 Hldgs %
20.19%
Holding
261
New
2
Increased
191
Reduced
62
Closed
6

Top Buys

Rank Stock Value
1
IBM icon
IBM
IBM
+$1.15M
2
VFC icon
VF Corp
VFC
+$1.14M
3
DVN icon
Devon Energy
DVN
+$1.04M
4
CY
Cypress Semiconductor
CY
+$1.03M
5
CI icon
Cigna
CI
+$783K

Top Sells

Rank Stock Value
1
AET
Aetna Inc
AET
+$2.17M
2
SYK icon
Stryker
SYK
+$1.79M
3
DD icon
DuPont de Nemours
DD
+$1.57M
4
ESRX
Express Scripts Holding Company
ESRX
+$1.43M
5
ADI icon
Analog Devices
ADI
+$1.41M

Sector Composition

Rank Sector Weight
1 Technology 17.79%
2 Financials 15.88%
3 Healthcare 15.6%
4 Consumer Discretionary 10.3%
5 Communication Services 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.89T
$26.2M 3.63%
663,616
-13,608
-2% -$660K
MSFT icon
2
Microsoft
MSFT
$2.84T
$24.6M 3.42%
242,660
+5,762
+2% +$617K
AMZN icon
3
Amazon
AMZN
$2.5T
$20.6M 2.85%
273,720
+2,440
+0.9% +$203K
JNJ icon
4
Johnson & Johnson
JNJ
$635B
$12.2M 1.69%
94,285
-3,124
-3% -$436K
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$3.91T
$12.1M 1.68%
232,500
-360
-0.2% -$19.5K
META icon
6
Meta Platforms (Facebook)
META
$1.51T
$10.3M 1.43%
78,836
-808
-1% -$117K
JPM icon
7
JPMorgan Chase
JPM
$939B
$10M 1.39%
102,424
+2,433
+2% +$259K
UNH icon
8
UnitedHealth
UNH
$382B
$9.93M 1.38%
39,867
-204
-0.5% -$53.9K
XOM icon
9
ExxonMobil
XOM
$651B
$9.88M 1.37%
144,953
+3,441
+2% +$270K
GOOG icon
10
Alphabet (Google) Class C
GOOG
$3.9T
$9.83M 1.36%
189,840
+4,480
+2% +$240K
V icon
11
Visa
V
$677B
$9.68M 1.34%
73,396
+5,509
+8% +$761K
BAC icon
12
Bank of America
BAC
$435B
$9.61M 1.33%
389,889
+645
+0.2% +$17.5K
INTC icon
13
Intel
INTC
$466B
$8.88M 1.23%
189,186
-528
-0.3% -$24.7K
PFE icon
14
Pfizer
PFE
$140B
$8.86M 1.23%
213,922
+15,065
+8% +$625K
WFC icon
15
Wells Fargo
WFC
$261B
$7.64M 1.06%
165,720
+236
+0.1% +$12.1K
CVX icon
16
Chevron
CVX
$388B
$7.44M 1.03%
68,386
-654
-0.9% -$75.8K
CSCO icon
17
Cisco
CSCO
$450B
$7.4M 1.03%
170,878
+4,056
+2% +$186K
MRK icon
18
Merck
MRK
$324B
$7.04M 0.98%
96,579
+2,293
+2% +$162K
HD icon
19
Home Depot
HD
$332B
$6.97M 0.97%
40,586
+510
+1% +$91.5K
MA icon
20
Mastercard
MA
$477B
$6.96M 0.96%
36,888
+878
+2% +$174K
BRK.B icon
21
Berkshire Hathaway Class B
BRK.B
$1.07T
$6.93M 0.96%
33,941
+806
+2% +$168K
KO icon
22
Coca-Cola
KO
$354B
$6.91M 0.96%
145,986
-961
-0.7% -$46K
PG icon
23
Procter & Gamble
PG
$343B
$6.59M 0.91%
71,725
+1,703
+2% +$152K
DIS icon
24
Walt Disney
DIS
$165B
$6.55M 0.91%
59,725
+65
+0.1% +$7.39K
VZ icon
25
Verizon
VZ
$194B
$6.53M 0.9%
116,085
-5,662
-5% -$321K
1
2 3 4 5

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AI
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NCM
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ATPW
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DT
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AC
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IWM
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Sumitomo Life Insurance's Q4 2018 Portfolio in Review

As of Q4 2018, Sumitomo Life Insurance held 261 positions worth $722M, down 13% from $832M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Trading was light in Q4 2018: portfolio turnover was 3.1%. Sumitomo Life Insurance opened 2 new positions and exited 6, leaving the 261-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 19% a quarter earlier, followed by Financials and Healthcare.

  • Sumitomo Life Insurance's largest Q4 2018 buy was VF Corp: 14,880 shares worth $1M.
  • Sumitomo Life Insurance added most to IBM in Q4 2018, an estimated $1.15M increase.
  • Sumitomo Life Insurance's biggest Q4 2018 reduction was DuPont de Nemours, cutting an estimated $1.57M.
  • Sumitomo Life Insurance fully exited Aetna Inc in Q4 2018, selling an estimated $2.17M.
  • Sumitomo Life Insurance's ten largest holdings make up 20% of its $722M portfolio in Q4 2018.
  • Sumitomo Life Insurance opened 2 new positions and closed 6 in Q4 2018.
  • Sumitomo Life Insurance's portfolio value fell 13% quarter-over-quarter to $722M.

Based on Sumitomo Life Insurance's 13F filing for Q4 2018, filed 24 Jan 2019.