SUMITOMO LIFE INSURANCE CO

Q1 2014 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
3/31/2014
Date filed
5/2/2014
Form type
13F-HR
Num holdings
271
Total value ($000)
$1,030,088
Net value change ($000)
-80,928 (-7.3%)
New positions
14
Sold out positions
7
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/7/2014 Next filing: 7/30/2014 SEC filing

Snapshot: Change Analysis

Compared to Q4 2013
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LMT 2,239 NEW
VZ 2,173 22.5%
LYB 2,088 NEW
ACTAVIS INC 2,045 NEW
CHD 1,839 NEW
GD 1,815 NEW
PEG 1,683 NEW
RAYTHEON CO/ 1,607 NEW
BIIB 1,385 29.7%
BF-A 1,310 130.5%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -4,301 -12.6%
LLY -3,974 -100.0%
GE -3,203 -16.9%
BEAM INC -3,203 -100.0%
XOM -3,032 -11.0%
SIGMA ALDRICH -2,493 -100.0%
CVX -2,293 -13.7%
SRE -2,240 -66.0%
AMZN -2,184 -21.4%
C -2,149 -18.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type