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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
MTCH icon
251
Match Group
MTCH
$8.55B
$428K 0.01%
11,801
-704
-6% -$25.4K
ALB icon
252
Albemarle
ALB
$15.5B
$417K 0.01%
3,164
-177
-5% -$21.8K
HAL icon
253
Halliburton
HAL
$26.6B
$414K 0.01%
10,508
-584
-5% -$20.9K
XEL icon
254
Xcel Energy
XEL
$48.8B
$393K 0.01%
7,304
-407
-5% -$23.2K
WDC icon
255
Western Digital
WDC
$150B
$383K 0.01%
7,425
-500
-6% -$21.9K
GEHC icon
256
GE HealthCare
GEHC
$32.4B
$347K 0.01%
3,817
-212
-5% -$17.6K
CF icon
257
CF Industries
CF
$17.3B
$309K 0.01%
3,712
-205
-5% -$16.4K
KR icon
258
Kroger
KR
$34.8B
$292K 0.01%
5,109
-182
-3% -$8.96K
DOC icon
259
Healthpeak Properties
DOC
$14.8B
$290K 0.01%
15,476
-540
-3% -$9.81K
IP icon
260
International Paper
IP
$22B
$253K 0.01%
6,489
-232
-3% -$8.42K
LUV icon
261
Southwest Airlines
LUV
$23B
$252K 0.01%
8,638
-581
-6% -$18K
MET icon
262
MetLife
MET
$62.1B
$241K 0.01%
3,256
-117
-3% -$8.15K
IFF icon
263
International Flavors & Fragrances
IFF
$21.9B
$240K 0.01%
2,789
-99
-3% -$7.95K
CTVA icon
264
Corteva
CTVA
$51.3B
– –
-8,230
Closed -$394K
VTRS icon
265
Viatris
VTRS
$18.9B
– –
-28,335
Closed -$307K
7 8 9 10
11

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AI
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NCM
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DT
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IWM
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CW
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BG
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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.