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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
+0.34%
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
$5.3B
AUM Growth
+$205M
Cap. Flow
+$223M
Cap. Flow %
4.21%
Top 10 Hldgs %
79.03%
Holding
277
New
8
Increased
50
Reduced
209
Closed
7

Top Buys

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$113M
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$97.7M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$58.1M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$39.4M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$34M

Top Sells

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$247M
2
UNH icon
UnitedHealth
UNH
+$8.93M
3
COST icon
Costco
COST
+$7.35M
4
CME icon
CME Group
CME
+$6.9M
5
MRK icon
Merck
MRK
+$6.56M

Sector Composition

Rank Sector Weight
1 Miscellaneous 80.21%
2 Technology 7.33%
3 Financials 2.95%
4 Consumer Discretionary 1.98%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SLB icon
226
SLB Ltd
SLB
$80.4B
$661K 0.01%
17,248
-924
-5% -$38.8K
TFC icon
227
Truist Financial
TFC
$61.6B
$661K 0.01%
15,240
-592
-4% -$26.4K
HCA icon
228
HCA Healthcare
HCA
$91.8B
$650K 0.01%
2,166
-125
-5% -$43.7K
OMC icon
229
Omnicom Group
OMC
$21.9B
$647K 0.01%
7,516
-286
-4% -$28.4K
D icon
230
Dominion Energy
D
$56.2B
$626K 0.01%
11,617
-425
-4% -$24.2K
FTV icon
231
Fortive
FTV
$17B
$621K 0.01%
10,980
-366
-3% -$21K
KMI icon
232
Kinder Morgan
KMI
$68.5B
$601K 0.01%
21,917
-407
-2% -$10.6K
QSR icon
233
Restaurant Brands International
QSR
$26.3B
$589K 0.01%
9,043
-350
-4% -$24.3K
VLO icon
234
Valero Energy
VLO
$114B
$580K 0.01%
4,729
-266
-5% -$35.6K
WY icon
235
Weyerhaeuser
WY
$16.1B
$578K 0.01%
20,539
-797
-4% -$24.9K
AMT icon
236
American Tower
AMT
$82.8B
$577K 0.01%
3,145
-2,744
-47% -$569K
AWK icon
237
American Water Works
AWK
$27.4B
$574K 0.01%
4,609
-176
-4% -$23.8K
OXY icon
238
Occidental Petroleum
OXY
$63.5B
$558K 0.01%
11,286
-437
-4% -$22.1K
PEG icon
239
Public Service Enterprise Group
PEG
$35.1B
$557K 0.01%
6,590
-8,562
-57% -$758K
BDX icon
240
Becton Dickinson
BDX
$50.6B
$549K 0.01%
2,419
-81
-3% -$18.7K
DVN icon
241
Devon Energy
DVN
$56.5B
$542K 0.01%
16,551
-946
-5% -$35.6K
LYB icon
242
LyondellBasell Industries
LYB
$21.1B
$520K 0.01%
6,999
-267
-4% -$22.4K
HSY icon
243
Hershey
HSY
$34.2B
$519K 0.01%
3,067
-103
-3% -$18.5K
EXC icon
244
Exelon
EXC
$43.5B
$515K 0.01%
13,687
-529
-4% -$20.5K
CHD icon
245
Church & Dwight Co
CHD
$22.4B
$508K 0.01%
4,848
-187
-4% -$19.7K
BMY icon
246
Bristol-Myers Squibb
BMY
$130B
$479K 0.01%
8,476
-14,374
-63% -$803K
BNS icon
247
Scotiabank
BNS
$114B
$478K 0.01%
8,898
-184
-2% -$9.94K
VMRK
248
Vivmark Residential
VMRK
$50.8B
$475K 0.01%
6,624
-268
-4% -$19.7K
TSN icon
249
Tyson Foods
TSN
$18.5B
$461K 0.01%
8,028
-164
-2% -$9.91K
NEM icon
250
Newmont
NEM
$131B
$451K 0.01%
12,117
-493
-4% -$22.5K
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 Q4 2024 Portfolio in Review

As of Q4 2024, Sumitomo Life Insurance held 277 positions worth $5.3B, up 4% from $5.09B the previous quarter. Its ten largest holdings account for 79% of the portfolio.

Sumitomo Life Insurance deployed $223M of net new capital in Q4 2024, opening 8 new positions and adding to 50 existing holdings. Its largest new stake was Vanguard FTSE Emerging Markets ETF: 2,423,347 shares worth $107M.

By sector, the portfolio is most concentrated in Miscellaneous at 80% of assets, down from 81% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was iShares JPMorgan USD Emerging Markets Bond ETF, an estimated $247M trimmed.

  • Sumitomo Life Insurance's largest Q4 2024 buy was Vanguard FTSE Emerging Markets ETF: 2,423,347 shares worth $107M.
  • Sumitomo Life Insurance added most to State Street SPDR Portfolio S&P 500 ETF in Q4 2024, an estimated $97.7M increase.
  • Sumitomo Life Insurance's biggest Q4 2024 reduction was iShares JPMorgan USD Emerging Markets Bond ETF, cutting an estimated $247M.
  • Sumitomo Life Insurance fully exited Zscaler in Q4 2024, selling an estimated $1.18M.
  • Sumitomo Life Insurance's ten largest holdings make up 79% of its $5.3B portfolio in Q4 2024.
  • Sumitomo Life Insurance opened 8 new positions and closed 7 in Q4 2024.
  • Sumitomo Life Insurance's portfolio value rose 4% quarter-over-quarter to $5.3B.

Based on Sumitomo Life Insurance's 13F filing for Q4 2024, filed 23 Jan 2025.