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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
SWK icon
251
Stanley Black & Decker
SWK
$13.4B
$443K 0.01%
5,519
-224
-4% -$20.8K
AEM icon
252
Agnico Eagle Mines
AEM
$99.7B
$439K 0.01%
5,617
-116
-2% -$9.56K
XEL icon
253
Xcel Energy
XEL
$45.3B
$428K 0.01%
6,338
-253
-4% -$17K
TER icon
254
Teradyne
TER
$52B
$424K 0.01%
3,366
-112
-3% -$13.3K
DAR icon
255
Darling Ingredients
DAR
$10.5B
$400K 0.01%
11,874
-244
-2% -$9.22K
INTC icon
256
Intel
INTC
$513B
$389K 0.01%
19,416
-721
-4% -$16.3K
ARE icon
257
Alexandria Real Estate Equities
ARE
$9.11B
$388K 0.01%
3,982
-82
-2% -$8.99K
DD icon
258
DuPont de Nemours
DD
$17.3B
$388K 0.01%
4,053
-7,187
-64% -$748K
IFRA icon
259
iShares US Infrastructure ETF
IFRA
$4.06B
$352K 0.01%
7,600
-6,400
-46% -$310K
APTV icon
260
Aptiv
APTV
$9.08B
$322K 0.01%
5,320
-11,170
-68% -$684K
DOW icon
261
Dow Inc
DOW
$21.6B
$316K 0.01%
7,879
-162
-2% -$7.56K
IP icon
262
International Paper
IP
$18B
$295K 0.01%
5,482
-218
-4% -$11.7K
WDC icon
263
Western Digital
WDC
$149B
$293K 0.01%
6,495
-258
-4% -$13K
CF icon
264
CF Industries
CF
$20.5B
$269K 0.01%
3,155
-128
-4% -$11.1K
BIIB icon
265
Biogen
BIIB
$31.9B
$265K 0.01%
1,730
-2,176
-56% -$367K
DOC icon
266
Healthpeak Properties
DOC
$13.9B
$261K ﹤0.01%
12,895
-525
-4% -$11.4K
DG icon
267
Dollar General
DG
$27.5B
$252K ﹤0.01%
3,321
-68
-2% -$5.36K
LUV icon
268
Southwest Airlines
LUV
$19.2B
$248K ﹤0.01%
7,385
-299
-4% -$9.54K
HAL icon
269
Halliburton
HAL
$29.7B
$248K ﹤0.01%
9,118
-364
-4% -$10.6K
MET icon
270
MetLife
MET
$62.4B
$226K ﹤0.01%
2,760
-109
-4% -$9.07K
BCE icon
271
BCE
BCE
$21.4B
– –
-6,181
Closed -$215K
ENPH icon
272
Enphase Energy
ENPH
$4.85B
– –
-3,579
Closed -$404K
EW icon
273
Edwards Lifesciences
EW
$49.4B
– –
-14,966
Closed -$988K
IFF icon
274
International Flavors & Fragrances
IFF
$21.5B
– –
-2,452
Closed -$257K
KR icon
275
Kroger
KR
$37.1B
– –
-4,488
Closed -$257K
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.