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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
+8.84%
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
$3.22B
AUM Growth
-$336M
Cap. Flow
-$525M
Cap. Flow %
-16.34%
Top 10 Hldgs %
77.32%
Holding
264
New
5
Increased
35
Reduced
211
Closed
6

Top Buys

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$214M
2
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$139M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$66.1M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.2M
5
MSFT icon
Microsoft
MSFT
+$4.7M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$506M
2
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$352M
3
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$66.4M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$42.2M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$15.9M

Sector Composition

Rank Sector Weight
1 Technology 6.63%
2 Healthcare 2.93%
3 Financials 2.61%
4 Consumer Discretionary 2.39%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPM icon
26
JPMorgan Chase
JPM
$947B
$9.18M 0.29%
53,940
-764
-1% -$116K
V icon
27
Visa
V
$692B
$8.52M 0.27%
32,732
-1,392
-4% -$343K
MA icon
28
Mastercard
MA
$505B
$8.5M 0.26%
19,931
+8,119
+69% +$3.26M
PG icon
29
Procter & Gamble
PG
$342B
$7.58M 0.24%
51,735
+23,929
+86% +$3.54M
NOW icon
30
ServiceNow
NOW
$121B
$7.46M 0.23%
52,815
+20,395
+63% +$2.57M
COST icon
31
Costco
COST
$421B
$7.4M 0.23%
11,215
+4,696
+72% +$2.78M
TMO icon
32
Thermo Fisher Scientific
TMO
$214B
$7.17M 0.22%
13,504
+4,429
+49% +$2.14M
HD icon
33
Home Depot
HD
$349B
$6.82M 0.21%
19,670
-813
-4% -$252K
AVGO icon
34
Broadcom
AVGO
$2T
$6.77M 0.21%
60,650
-3,130
-5% -$296K
SPGI icon
35
S&P Global
SPGI
$119B
$6.37M 0.2%
14,456
+7,236
+100% +$2.86M
NKE icon
36
Nike
NKE
$62.3B
$6.01M 0.19%
55,360
+21,643
+64% +$2.33M
ACN icon
37
Accenture
ACN
$105B
$5.55M 0.17%
15,830
-614
-4% -$198K
ZTS icon
38
Zoetis
ZTS
$32.4B
$5.4M 0.17%
27,372
+10,907
+66% +$1.93M
USRT icon
39
iShares Core US REIT ETF
USRT
$4.6B
$5.32M 0.17%
98,000
-147,200
-60% -$7.2M
NFLX icon
40
Netflix
NFLX
$307B
$5.08M 0.16%
104,380
+67,210
+181% +$2.93M
INTU icon
41
Intuit
INTU
$88.1B
$5.02M 0.16%
8,034
-293
-4% -$162K
MCD icon
42
McDonald's
MCD
$196B
$4.98M 0.15%
16,797
-742
-4% -$202K
BRK.B icon
43
Berkshire Hathaway Class B
BRK.B
$1.13T
$4.94M 0.15%
13,843
-718
-5% -$252K
CVX icon
44
Chevron
CVX
$371B
$4.72M 0.15%
31,673
-1,642
-5% -$248K
JNJ icon
45
Johnson & Johnson
JNJ
$619B
$4.69M 0.15%
29,896
-1,547
-5% -$237K
WM icon
46
Waste Management
WM
$91.5B
$4.68M 0.15%
26,140
+15,580
+148% +$2.61M
SNPS icon
47
Synopsys
SNPS
$77.7B
$4.61M 0.14%
8,952
-745
-8% -$381K
XOM icon
48
ExxonMobil
XOM
$642B
$4.57M 0.14%
45,735
-2,368
-5% -$249K
BKNG icon
49
Booking.com
BKNG
$156B
$4.37M 0.14%
30,800
-1,200
-4% -$150K
NEE icon
50
NextEra Energy
NEE
$176B
$4.13M 0.13%
68,012
+37,074
+120% +$2.11M
1
2
3 4 5

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Sumitomo Life Insurance's Q4 2023 Portfolio in Review

As of Q4 2023, Sumitomo Life Insurance held 264 positions worth $3.22B, down 9.5% from $3.55B the previous quarter. Its ten largest holdings account for 77% of the portfolio.

Sumitomo Life Insurance withdrew a net $525M in Q4 2023, closing 6 positions and reducing 211 holdings. Its most notable exit was State Street SPDR S&P 500 ETF Trust, an estimated $506M position sold in full.

By sector, the portfolio is most concentrated in Technology at 6.6% of assets, up from 4.7% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Sumitomo Life Insurance opened a new position in Schwab US Dividend Equity ETF worth $228M.

  • Sumitomo Life Insurance's largest Q4 2023 buy was Schwab US Dividend Equity ETF: 9,000,000 shares worth $228M.
  • Sumitomo Life Insurance added most to iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2023, an estimated $139M increase.
  • Sumitomo Life Insurance's biggest Q4 2023 reduction was Vanguard High Dividend Yield ETF, cutting an estimated $352M.
  • Sumitomo Life Insurance fully exited State Street SPDR S&P 500 ETF Trust in Q4 2023, selling an estimated $506M.
  • Sumitomo Life Insurance's ten largest holdings make up 77% of its $3.22B portfolio in Q4 2023.
  • Sumitomo Life Insurance opened 5 new positions and closed 6 in Q4 2023.
  • Sumitomo Life Insurance's portfolio value fell 9.5% quarter-over-quarter to $3.22B.

Based on Sumitomo Life Insurance's 13F filing for Q4 2023, filed 30 Jan 2024.