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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
+0.53%
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
$4.32B
AUM Growth
+$470M
Cap. Flow
+$442M
Cap. Flow %
10.24%
Top 10 Hldgs %
77.52%
Holding
282
New
19
Increased
57
Reduced
194
Closed
8

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$314M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$205M
3
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$20.7M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$19.8M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$17.6M

Top Sells

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$138M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$25.9M
3
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$5.02M
4
NVDA icon
NVIDIA
NVDA
+$4.85M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.14M

Sector Composition

Rank Sector Weight
1 Miscellaneous 80.27%
2 Technology 6.92%
3 Healthcare 2.53%
4 Financials 2.39%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NDAQ icon
226
Nasdaq
NDAQ
$50.1B
$673K 0.02%
11,169
-1,277
-10% -$77.3K
QSR icon
227
Restaurant Brands International
QSR
$26.3B
$666K 0.02%
+9,466
New +$676K
MKC icon
228
McCormick & Company Non-Voting
MKC
$13.5B
$664K 0.02%
9,362
-1,162
-11% -$84.6K
APD icon
229
Air Products & Chemicals
APD
$65B
$638K 0.01%
2,474
-308
-11% -$78.1K
FTV icon
230
Fortive
FTV
$16.9B
$631K 0.01%
11,309
-1,508
-12% -$87.5K
AWK icon
231
American Water Works
AWK
$27.5B
$624K 0.01%
4,834
-601
-11% -$76K
TFC icon
232
Truist Financial
TFC
$60.8B
$620K 0.01%
15,955
-1,857
-10% -$70.1K
WY icon
233
Weyerhaeuser
WY
$16.1B
$600K 0.01%
21,118
-2,818
-12% -$87.2K
BDX icon
234
Becton Dickinson
BDX
$50.7B
$593K 0.01%
2,537
-321
-11% -$75.6K
HSY icon
235
Hershey
HSY
$34.5B
$591K 0.01%
3,217
-408
-11% -$78.9K
COF icon
236
Capital One
COF
$126B
$587K 0.01%
4,238
-577
-12% -$80.9K
D icon
237
Dominion Energy
D
$56.6B
$585K 0.01%
11,948
-1,630
-12% -$83K
VMC icon
238
Vulcan Materials
VMC
$32.4B
$584K 0.01%
2,350
-325
-12% -$84K
CELH icon
239
Celsius Holdings
CELH
$7.16B
$573K 0.01%
+10,038
New +$759K
DUOL icon
240
Duolingo
DUOL
$7.01B
$560K 0.01%
2,684
-338
-11% -$69.2K
BALL icon
241
Ball Corp
BALL
$16.3B
$540K 0.01%
8,993
-1,067
-11% -$71.5K
CE icon
242
Celanese
CE
$5.16B
$539K 0.01%
3,996
-554
-12% -$84.7K
NEM icon
243
Newmont
NEM
$131B
$523K 0.01%
12,481
-1,699
-12% -$69.5K
CHD icon
244
Church & Dwight Co
CHD
$22.5B
$517K 0.01%
4,983
-698
-12% -$73.8K
TER icon
245
Teradyne
TER
$53.7B
$514K 0.01%
3,468
-483
-12% -$61.3K
PWR icon
246
Quanta Services
PWR
$94.1B
$509K 0.01%
+2,005
New +$531K
EXC icon
247
Exelon
EXC
$43.8B
$487K 0.01%
14,071
-1,956
-12% -$72.2K
ARE icon
248
Alexandria Real Estate Equities
ARE
$9.16B
$480K 0.01%
4,101
-537
-12% -$64K
PYPL icon
249
PayPal
PYPL
$45.8B
$476K 0.01%
8,201
-1,187
-13% -$75.5K
VMRK
250
Vivmark Residential
VMRK
$50.6B
$473K 0.01%
6,823
-921
-12% -$59.9K
8 9
10
11 12

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 Q2 2024 Portfolio in Review

As of Q2 2024, Sumitomo Life Insurance held 282 positions worth $4.32B, up 12% from $3.85B the previous quarter. Its ten largest holdings account for 78% of the portfolio.

Sumitomo Life Insurance deployed $442M of net new capital in Q2 2024, opening 19 new positions and adding to 57 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 500 ETF: 5,092,600 shares worth $309M.

By sector, the portfolio is most concentrated in Miscellaneous at 80% of assets, up from 79% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Vanguard FTSE Emerging Markets ETF, an estimated $25.9M trimmed.

  • Sumitomo Life Insurance's largest Q2 2024 buy was State Street SPDR Portfolio S&P 500 ETF: 5,092,600 shares worth $309M.
  • Sumitomo Life Insurance added most to Schwab US Dividend Equity ETF in Q2 2024, an estimated $205M increase.
  • Sumitomo Life Insurance's biggest Q2 2024 reduction was Vanguard FTSE Emerging Markets ETF, cutting an estimated $25.9M.
  • Sumitomo Life Insurance fully exited iShares TIPS Bond ETF in Q2 2024, selling an estimated $138M.
  • Sumitomo Life Insurance's ten largest holdings make up 78% of its $4.32B portfolio in Q2 2024.
  • Sumitomo Life Insurance opened 19 new positions and closed 8 in Q2 2024.
  • Sumitomo Life Insurance's portfolio value rose 12% quarter-over-quarter to $4.32B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2024, filed 19 Jul 2024.