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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
-2.57%
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
$3.55B
AUM Growth
+$1.28B
Cap. Flow
+$1.14B
Cap. Flow %
32.13%
Top 10 Hldgs %
81.37%
Holding
263
New
2
Increased
61
Reduced
195
Closed
4

Top Buys

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$890M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$347M
3
VNQ icon
Vanguard Real Estate ETF
VNQ
+$29.8M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$24.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$23.9M

Top Sells

Rank Stock Value
1
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$131M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$83.4M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$31.7M
4
AAPL icon
Apple
AAPL
+$1.55M
5
NVDA icon
NVIDIA
NVDA
+$1.46M

Sector Composition

Rank Sector Weight
1 Miscellaneous 83.94%
2 Technology 4.7%
3 Healthcare 2.23%
4 Financials 1.99%
5 Consumer Discretionary 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VMC icon
226
Vulcan Materials
VMC
$32.3B
$575K 0.02%
2,844
-84
-3% -$18.3K
ALB icon
227
Albemarle
ALB
$13.4B
$573K 0.02%
3,370
-108
-3% -$21.5K
NEM icon
228
Newmont
NEM
$131B
$557K 0.02%
15,079
-479
-3% -$19.5K
CHD icon
229
Church & Dwight Co
CHD
$22.4B
$554K 0.02%
6,048
-5,382
-47% -$515K
GXO icon
230
GXO Logistics
GXO
$5.34B
$551K 0.02%
9,388
-298
-3% -$18.6K
TFC icon
231
Truist Financial
TFC
$61.6B
$542K 0.02%
18,943
-839
-4% -$25.8K
SYY icon
232
Sysco
SYY
$38.2B
$534K 0.02%
8,091
-258
-3% -$18.5K
BALL icon
233
Ball Corp
BALL
$16.1B
$531K 0.02%
10,672
-339
-3% -$18.5K
DOW icon
234
Dow Inc
DOW
$21.6B
$506K 0.01%
9,806
-392
-4% -$21K
TSN icon
235
Tyson Foods
TSN
$18.5B
$503K 0.01%
9,965
-399
-4% -$21.3K
COF icon
236
Capital One
COF
$127B
$499K 0.01%
5,146
-206
-4% -$22K
ARE icon
237
Alexandria Real Estate Equities
ARE
$9.11B
$495K 0.01%
4,941
-137
-3% -$15.9K
MTCH icon
238
Match Group
MTCH
$10.2B
$492K 0.01%
12,570
-509
-4% -$22.6K
VMRK
239
Vivmark Residential
VMRK
$50.8B
$484K 0.01%
8,250
-330
-4% -$21.3K
PGNY icon
240
Progyny
PGNY
$2.13B
$481K 0.01%
14,142
-597
-4% -$22.5K
TTEK icon
241
Tetra Tech
TTEK
$9.4B
$460K 0.01%
15,140
-640
-4% -$20.8K
KMI icon
242
Kinder Morgan
KMI
$68.5B
$452K 0.01%
27,243
-1,091
-4% -$18.8K
HAL icon
243
Halliburton
HAL
$29.7B
$451K 0.01%
11,134
-589
-5% -$23.1K
XEL icon
244
Xcel Energy
XEL
$45.3B
$444K 0.01%
7,752
-328
-4% -$19.7K
DG icon
245
Dollar General
DG
$27.5B
$435K 0.01%
4,107
-139
-3% -$20.7K
CTVA icon
246
Corteva
CTVA
$55.6B
$423K 0.01%
8,273
-351
-4% -$18.6K
TER icon
247
Teradyne
TER
$52B
$421K 0.01%
4,194
-191
-4% -$20.1K
IR icon
248
Ingersoll Rand
IR
$27.9B
$392K 0.01%
6,147
-323
-5% -$21.5K
CF icon
249
CF Industries
CF
$20.5B
$340K 0.01%
3,960
-170
-4% -$13.4K
DOC icon
250
Healthpeak Properties
DOC
$13.9B
$297K 0.01%
16,191
-1,017
-6% -$20.9K
7 8 9
10
11

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 Q3 2023 Portfolio in Review

As of Q3 2023, Sumitomo Life Insurance held 263 positions worth $3.55B, up 56% from $2.27B the previous quarter. Its ten largest holdings account for 81% of the portfolio.

Sumitomo Life Insurance deployed $1.14B of net new capital in Q3 2023, opening 2 new positions and adding to 61 existing holdings. Its largest new stake was Lincoln Electric: 5,806 shares worth $1.06M.

By sector, the portfolio is most concentrated in Miscellaneous at 84% of assets, up from 74% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was iShares Core MSCI Emerging Markets ETF, an estimated $131M trimmed.

  • Sumitomo Life Insurance's largest Q3 2023 buy was Lincoln Electric: 5,806 shares worth $1.06M.
  • Sumitomo Life Insurance added most to Vanguard High Dividend Yield ETF in Q3 2023, an estimated $890M increase.
  • Sumitomo Life Insurance's biggest Q3 2023 reduction was iShares Core MSCI Emerging Markets ETF, cutting an estimated $131M.
  • Sumitomo Life Insurance fully exited World Wrestling Entertainment in Q3 2023, selling an estimated $1.23M.
  • Sumitomo Life Insurance's ten largest holdings make up 81% of its $3.55B portfolio in Q3 2023.
  • Sumitomo Life Insurance opened 2 new positions and closed 4 in Q3 2023.
  • Sumitomo Life Insurance's portfolio value rose 56% quarter-over-quarter to $3.55B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2023, filed 23 Oct 2023.