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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
-2.57%
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
$3.55B
AUM Growth
+$1.28B
Cap. Flow
+$1.14B
Cap. Flow %
32.13%
Top 10 Hldgs %
81.37%
Holding
263
New
2
Increased
61
Reduced
195
Closed
4

Top Buys

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$890M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$347M
3
VNQ icon
Vanguard Real Estate ETF
VNQ
+$29.8M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$24.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$23.9M

Top Sells

Rank Stock Value
1
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$131M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$83.4M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$31.7M
4
AAPL icon
Apple
AAPL
+$1.55M
5
NVDA icon
NVIDIA
NVDA
+$1.46M

Sector Composition

Rank Sector Weight
1 Miscellaneous 83.94%
2 Technology 4.7%
3 Healthcare 2.23%
4 Financials 1.99%
5 Consumer Discretionary 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
26
Tesla
TSLA
$1.41T
$7.73M 0.22%
30,907
-417
-1% -$107K
UNH icon
27
UnitedHealth
UNH
$337B
$6.91M 0.19%
13,705
-2,475
-15% -$1.22M
HD icon
28
Home Depot
HD
$305B
$6.19M 0.17%
20,483
+349
+2% +$112K
ADBE icon
29
Adobe
ADBE
$102B
$6.01M 0.17%
11,790
+218
+2% +$114K
XOM icon
30
ExxonMobil
XOM
$696B
$5.66M 0.16%
48,103
-634
-1% -$69.5K
CVX icon
31
Chevron
CVX
$427B
$5.62M 0.16%
33,315
-444
-1% -$71.7K
AVGO icon
32
Broadcom
AVGO
$1.62T
$5.3M 0.15%
63,780
-850
-1% -$73.7K
BRK.B icon
33
Berkshire Hathaway Class B
BRK.B
$1.11T
$5.1M 0.14%
14,561
-192
-1% -$68.1K
ACN icon
34
Accenture
ACN
$118B
$5.05M 0.14%
16,444
+366
+2% +$115K
JNJ icon
35
Johnson & Johnson
JNJ
$644B
$4.9M 0.14%
31,443
-418
-1% -$69K
MA icon
36
Mastercard
MA
$502B
$4.68M 0.13%
11,812
-158
-1% -$63.4K
MCD icon
37
McDonald's
MCD
$179B
$4.62M 0.13%
17,539
+686
+4% +$196K
TMO icon
38
Thermo Fisher Scientific
TMO
$237B
$4.59M 0.13%
9,075
-277
-3% -$148K
SNPS icon
39
Synopsys
SNPS
$70.5B
$4.45M 0.13%
9,697
-705
-7% -$315K
INTU icon
40
Intuit
INTU
$88B
$4.25M 0.12%
8,327
+252
+3% +$128K
PG icon
41
Procter & Gamble
PG
$341B
$4.06M 0.11%
27,806
-365
-1% -$55.8K
BKNG icon
42
Booking.com
BKNG
$129B
$3.95M 0.11%
32,000
+700
+2% +$84.8K
COP icon
43
ConocoPhillips
COP
$170B
$3.84M 0.11%
32,088
+717
+2% +$83.2K
ABBV icon
44
AbbVie
ABBV
$465B
$3.84M 0.11%
25,734
-337
-1% -$49.5K
ETN icon
45
Eaton
ETN
$152B
$3.76M 0.11%
17,608
+2,720
+18% +$586K
COST icon
46
Costco
COST
$400B
$3.68M 0.1%
6,519
-2,104
-24% -$1.16M
EOG icon
47
EOG Resources
EOG
$80.6B
$3.67M 0.1%
28,966
+794
+3% +$101K
NOW icon
48
ServiceNow
NOW
$147B
$3.62M 0.1%
32,420
+1,035
+3% +$118K
PEP icon
49
PepsiCo
PEP
$185B
$3.58M 0.1%
21,150
-248
-1% -$45K
MRK icon
50
Merck
MRK
$355B
$3.31M 0.09%
32,164
-423
-1% -$45.6K
1
2
3 4 5

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 Q3 2023 Portfolio in Review

As of Q3 2023, Sumitomo Life Insurance held 263 positions worth $3.55B, up 56% from $2.27B the previous quarter. Its ten largest holdings account for 81% of the portfolio.

Sumitomo Life Insurance deployed $1.14B of net new capital in Q3 2023, opening 2 new positions and adding to 61 existing holdings. Its largest new stake was Lincoln Electric: 5,806 shares worth $1.06M.

By sector, the portfolio is most concentrated in Miscellaneous at 84% of assets, up from 74% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was iShares Core MSCI Emerging Markets ETF, an estimated $131M trimmed.

  • Sumitomo Life Insurance's largest Q3 2023 buy was Lincoln Electric: 5,806 shares worth $1.06M.
  • Sumitomo Life Insurance added most to Vanguard High Dividend Yield ETF in Q3 2023, an estimated $890M increase.
  • Sumitomo Life Insurance's biggest Q3 2023 reduction was iShares Core MSCI Emerging Markets ETF, cutting an estimated $131M.
  • Sumitomo Life Insurance fully exited World Wrestling Entertainment in Q3 2023, selling an estimated $1.23M.
  • Sumitomo Life Insurance's ten largest holdings make up 81% of its $3.55B portfolio in Q3 2023.
  • Sumitomo Life Insurance opened 2 new positions and closed 4 in Q3 2023.
  • Sumitomo Life Insurance's portfolio value rose 56% quarter-over-quarter to $3.55B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2023, filed 23 Oct 2023.