We are live on ! Find out more
SLI

Sumitomo Life Insurance Portfolio holdings

AUM $4.25B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
+8.26%
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
$3.85B
AUM Growth
+$636M
Cap. Flow
+$678M
Cap. Flow %
17.6%
Top 10 Hldgs %
76.62%
Holding
265
New
7
Increased
42
Reduced
213
Closed
2

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$278M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$257M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$124M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$69.3M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$44.4M

Top Sells

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$156M
2
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$16.2M
3
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$15.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.5M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$10.1M

Sector Composition

Rank Sector Weight
1 Technology 6.9%
2 Healthcare 2.93%
3 Financials 2.55%
4 Consumer Discretionary 2.18%
5 Communication Services 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TFC icon
226
Truist Financial
TFC
$64B
$694K 0.02%
17,812
-995
-5% -$36.4K
BALL icon
227
Ball Corp
BALL
$16.8B
$678K 0.02%
10,060
-562
-5% -$34.2K
APD icon
228
Air Products & Chemicals
APD
$67.6B
$674K 0.02%
2,782
-70
-2% -$17.2K
D icon
229
Dominion Energy
D
$59.3B
$668K 0.02%
13,578
-759
-5% -$35.5K
DUOL icon
230
Duolingo
DUOL
$6.12B
$667K 0.02%
+3,022
New +$616K
AWK icon
231
American Water Works
AWK
$26.9B
$664K 0.02%
5,435
-136
-2% -$16.7K
MMM icon
232
3M
MMM
$94.3B
$645K 0.02%
7,268
-406
-5% -$33.7K
DAR icon
233
Darling Ingredients
DAR
$9.44B
$642K 0.02%
13,796
-774
-5% -$34.1K
SWK icon
234
Stanley Black & Decker
SWK
$15.7B
$633K 0.02%
6,463
-362
-5% -$33.4K
PYPL icon
235
PayPal
PYPL
$50.5B
$629K 0.02%
9,388
-191
-2% -$11.7K
SYY icon
236
Sysco
SYY
$40.3B
$619K 0.02%
7,627
-426
-5% -$33.6K
EXC icon
237
Exelon
EXC
$47B
$602K 0.02%
16,027
-894
-5% -$31.9K
DG icon
238
Dollar General
DG
$27.9B
$602K 0.02%
3,858
-216
-5% -$30.7K
ARE icon
239
Alexandria Real Estate Equities
ARE
$8.56B
$598K 0.02%
4,638
-258
-5% -$31.8K
CHD icon
240
Church & Dwight Co
CHD
$24.5B
$593K 0.02%
5,681
-321
-5% -$32.1K
FISV
241
Fiserv Inc
FISV
$27.9B
$567K 0.01%
+3,550
New +$517K
TSN icon
242
Tyson Foods
TSN
$20.4B
$549K 0.01%
9,354
-522
-5% -$28.6K
IR icon
243
Ingersoll Rand
IR
$33.7B
$549K 0.01%
5,777
-342
-6% -$29.3K
DOW icon
244
Dow Inc
DOW
$21.2B
$532K 0.01%
9,177
-513
-5% -$28.3K
NEM icon
245
Newmont
NEM
$119B
$508K 0.01%
14,180
-793
-5% -$27.3K
PGNY icon
246
Progyny
PGNY
$2.2B
$507K 0.01%
13,278
-742
-5% -$28.1K
EQR icon
247
Equity Residential
EQR
$25.1B
$489K 0.01%
7,744
-433
-5% -$26.4K
ENPH icon
248
Enphase Energy
ENPH
$5.53B
$485K 0.01%
4,013
-225
-5% -$26.3K
KMI icon
249
Kinder Morgan
KMI
$68.7B
$469K 0.01%
25,573
-1,426
-5% -$24.9K
TER icon
250
Teradyne
TER
$59.3B
$446K 0.01%
3,951
-221
-5% -$23K
7 8 9
10
11

Similar funds

CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
NCM
Nearwater Capital Markets Dublin 4, Dublin, Ireland $4.24B AUM 66.03% 1-Year Est. Return
DT
DV Trading Chicago, Illinois $4.22B AUM
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Sumitomo Life Insurance's Q1 2024 Portfolio in Review

As of Q1 2024, Sumitomo Life Insurance held 265 positions worth $3.85B, up 20% from $3.22B the previous quarter. Its ten largest holdings account for 77% of the portfolio.

Sumitomo Life Insurance deployed $678M of net new capital in Q1 2024, opening 7 new positions and adding to 42 existing holdings. Its largest new stake was iShares Core S&P 500 ETF: 555,000 shares worth $267M.

By sector, the portfolio is most concentrated in Technology at 6.9% of assets, up from 6.6% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was iShares JPMorgan USD Emerging Markets Bond ETF, an estimated $156M trimmed.

  • Sumitomo Life Insurance's largest Q1 2024 buy was iShares Core S&P 500 ETF: 555,000 shares worth $267M.
  • Sumitomo Life Insurance added most to Schwab US Dividend Equity ETF in Q1 2024, an estimated $257M increase.
  • Sumitomo Life Insurance's biggest Q1 2024 reduction was iShares JPMorgan USD Emerging Markets Bond ETF, cutting an estimated $156M.
  • Sumitomo Life Insurance fully exited Corteva in Q1 2024, selling an estimated $394K.
  • Sumitomo Life Insurance's ten largest holdings make up 77% of its $3.85B portfolio in Q1 2024.
  • Sumitomo Life Insurance opened 7 new positions and closed 2 in Q1 2024.
  • Sumitomo Life Insurance's portfolio value rose 20% quarter-over-quarter to $3.85B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2024, filed 26 Apr 2024.