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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
TSN icon
251
Tyson Foods
TSN
$18.6B
$472K 0.01%
8,267
-1,087
-12% -$63.5K
SWK icon
252
Stanley Black & Decker
SWK
$13.5B
$454K 0.01%
5,685
-778
-12% -$68.5K
DG icon
253
Dollar General
DG
$27.6B
$452K 0.01%
3,420
-438
-11% -$61.2K
DAR icon
254
Darling Ingredients
DAR
$10.5B
$449K 0.01%
12,228
-1,568
-11% -$65K
KMI icon
255
Kinder Morgan
KMI
$68.3B
$448K 0.01%
22,528
-3,045
-12% -$58.1K
DOW icon
256
Dow Inc
DOW
$21.3B
$430K 0.01%
8,114
-1,063
-12% -$60.7K
BNS icon
257
Scotiabank
BNS
$113B
$427K 0.01%
+9,332
New +$442K
AEM icon
258
Agnico Eagle Mines
AEM
$102B
$385K 0.01%
+5,891
New +$384K
WDC icon
259
Western Digital
WDC
$154B
$376K 0.01%
6,566
-859
-12% -$47.6K
ENPH icon
260
Enphase Energy
ENPH
$4.77B
$354K 0.01%
3,547
-466
-12% -$54.3K
XEL icon
261
Xcel Energy
XEL
$45.6B
$342K 0.01%
6,408
-896
-12% -$48.7K
PGNY icon
262
Progyny
PGNY
$2.14B
$334K 0.01%
11,685
-1,593
-12% -$48K
MTCH icon
263
Match Group
MTCH
$10.2B
$314K 0.01%
10,350
-1,451
-12% -$45.8K
HAL icon
264
Halliburton
HAL
$29.5B
$311K 0.01%
9,218
-1,290
-12% -$47.6K
GEHC icon
265
GE HealthCare
GEHC
$28.8B
$273K 0.01%
3,501
-316
-8% -$25.8K
DOC icon
266
Healthpeak Properties
DOC
$14B
$271K 0.01%
13,840
-1,636
-11% -$31.2K
CF icon
267
CF Industries
CF
$20.3B
$251K 0.01%
3,386
-326
-9% -$25.3K
IP icon
268
International Paper
IP
$18.1B
$239K 0.01%
5,542
-947
-15% -$38.5K
IFF icon
269
International Flavors & Fragrances
IFF
$21.6B
$227K 0.01%
2,384
-405
-15% -$37.1K
LUV icon
270
Southwest Airlines
LUV
$19.2B
$227K 0.01%
7,923
-715
-8% -$19.9K
KR icon
271
Kroger
KR
$37.1B
$218K 0.01%
4,363
-746
-15% -$40.2K
MET icon
272
MetLife
MET
$62.2B
$196K ﹤0.01%
2,790
-466
-14% -$33.3K
BCE icon
273
BCE
BCE
$21.1B
$195K ﹤0.01%
+6,013
New +$200K
SOLV icon
274
Solventum
SOLV
$15.5B
$76.9K ﹤0.01%
+1,455
New +$88.3K
ALB icon
275
Albemarle
ALB
$13.3B
– –
-3,164
Closed -$417K
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.