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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
+14.54%
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
$744M
AUM Growth
+$22.4M
Cap. Flow
-$72M
Cap. Flow %
-9.68%
Top 10 Hldgs %
20.5%
Holding
262
New
7
Increased
15
Reduced
236
Closed
4

Top Buys

Rank Stock Value
1
TOL icon
Toll Brothers
TOL
+$1.21M
2
KEYS icon
Keysight
KEYS
+$1.2M
3
APC
Anadarko Petroleum
APC
+$1.12M
4
BABA icon
Alibaba
BABA
+$1.04M
5
KEY icon
KeyCorp
KEY
+$982K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.79M
2
MSFT icon
Microsoft
MSFT
+$2.68M
3
AMZN icon
Amazon
AMZN
+$2.15M
4
RHT
Red Hat Inc
RHT
+$1.65M
5
BAC icon
Bank of America
BAC
+$1.64M

Sector Composition

Rank Sector Weight
1 Technology 18.51%
2 Financials 15.24%
3 Healthcare 14.29%
4 Consumer Discretionary 10.86%
5 Communication Services 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.89T
$28.4M 3.82%
597,908
-65,708
-10% -$2.79M
MSFT icon
2
Microsoft
MSFT
$2.84T
$25.7M 3.46%
218,138
-24,522
-10% -$2.68M
AMZN icon
3
Amazon
AMZN
$2.5T
$22.1M 2.97%
247,940
-25,780
-9% -$2.15M
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$3.91T
$12.4M 1.67%
210,960
-21,540
-9% -$1.22M
JNJ icon
5
Johnson & Johnson
JNJ
$635B
$11.8M 1.59%
84,740
-9,545
-10% -$1.28M
META icon
6
Meta Platforms (Facebook)
META
$1.51T
$11.8M 1.59%
70,850
-7,986
-10% -$1.27M
XOM icon
7
ExxonMobil
XOM
$651B
$10.5M 1.41%
130,257
-14,696
-10% -$1.12M
V icon
8
Visa
V
$677B
$10.4M 1.39%
66,330
-7,066
-10% -$1.02M
GOOG icon
9
Alphabet (Google) Class C
GOOG
$3.9T
$10M 1.35%
170,600
-19,240
-10% -$1.08M
JPM icon
10
JPMorgan Chase
JPM
$939B
$9.32M 1.25%
92,035
-10,389
-10% -$1.07M
BAC icon
11
Bank of America
BAC
$435B
$9.16M 1.23%
332,006
-57,883
-15% -$1.64M
INTC icon
12
Intel
INTC
$466B
$9.13M 1.23%
170,002
-19,184
-10% -$973K
UNH icon
13
UnitedHealth
UNH
$382B
$8.73M 1.17%
35,295
-4,572
-11% -$1.17M
CSCO icon
14
Cisco
CSCO
$450B
$8.29M 1.11%
153,515
-17,363
-10% -$844K
PFE icon
15
Pfizer
PFE
$140B
$7.8M 1.05%
193,709
-20,213
-9% -$809K
MA icon
16
Mastercard
MA
$477B
$7.8M 1.05%
33,140
-3,748
-10% -$806K
CVX icon
17
Chevron
CVX
$388B
$7.64M 1.03%
62,051
-6,335
-9% -$749K
WFC icon
18
Wells Fargo
WFC
$261B
$7.24M 0.97%
149,851
-15,869
-10% -$780K
HD icon
19
Home Depot
HD
$332B
$7.15M 0.96%
37,243
-3,343
-8% -$613K
MRK icon
20
Merck
MRK
$324B
$6.89M 0.93%
86,767
-9,812
-10% -$734K
PG icon
21
Procter & Gamble
PG
$343B
$6.71M 0.9%
64,437
-7,288
-10% -$709K
BA icon
22
Boeing
BA
$165B
$6.7M 0.9%
17,556
-1,985
-10% -$764K
DIS icon
23
Walt Disney
DIS
$165B
$6.55M 0.88%
58,991
-734
-1% -$82K
VZ icon
24
Verizon
VZ
$194B
$6.53M 0.88%
110,503
-5,582
-5% -$316K
KO icon
25
Coca-Cola
KO
$354B
$6.18M 0.83%
131,960
-14,026
-10% -$656K
1
2 3 4 5

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Sumitomo Life Insurance's Q1 2019 Portfolio in Review

As of Q1 2019, Sumitomo Life Insurance held 262 positions worth $744M, up 3.1% from $722M the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Sumitomo Life Insurance withdrew a net $72M in Q1 2019, closing 4 positions and reducing 236 holdings. Its most notable exit was Juniper Networks, an estimated $1.5M position sold in full.

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

Against the trend, Sumitomo Life Insurance opened a new position in Toll Brothers worth $1.22M.

  • Sumitomo Life Insurance's largest Q1 2019 buy was Toll Brothers: 33,777 shares worth $1.22M.
  • Sumitomo Life Insurance added most to Anadarko Petroleum in Q1 2019, an estimated $1.12M increase.
  • Sumitomo Life Insurance's biggest Q1 2019 reduction was Apple, cutting an estimated $2.79M.
  • Sumitomo Life Insurance fully exited Juniper Networks in Q1 2019, selling an estimated $1.5M.
  • Sumitomo Life Insurance's ten largest holdings make up 20% of its $744M portfolio in Q1 2019.
  • Sumitomo Life Insurance opened 7 new positions and closed 4 in Q1 2019.
  • Sumitomo Life Insurance's portfolio value rose 3.1% quarter-over-quarter to $744M.

Based on Sumitomo Life Insurance's 13F filing for Q1 2019, filed 17 Apr 2019.