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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
GOOG icon
26
Alphabet (Google) Class C
GOOG
$4.32T
$11.8M 0.31%
77,715
-2,840
-4% -$410K
PG icon
27
Procter & Gamble
PG
$339B
$11.2M 0.29%
71,765
+20,030
+39% +$3.14M
ADBE icon
28
Adobe
ADBE
$105B
$11M 0.29%
20,499
+4,373
+27% +$2.51M
NOW icon
29
ServiceNow
NOW
$129B
$10.8M 0.28%
73,030
+20,215
+38% +$3.06M
IFRA icon
30
iShares US Infrastructure ETF
IFRA
$4.57B
$10.6M 0.27%
273,000
+44,000
+19% +$1.77M
JPM icon
31
JPMorgan Chase
JPM
$950B
$10.5M 0.27%
52,257
-1,683
-3% -$304K
TMO icon
32
Thermo Fisher Scientific
TMO
$220B
$9.71M 0.25%
17,690
+4,186
+31% +$2.35M
AMD icon
33
Advanced Micro Devices
AMD
$789B
$9.54M 0.25%
53,131
+30,676
+137% +$5.36M
V icon
34
Visa
V
$677B
$8.57M 0.22%
30,698
-2,034
-6% -$562K
CRWD icon
35
CrowdStrike
CRWD
$218B
$8.47M 0.22%
109,088
+54,296
+99% +$4.16M
SPGI icon
36
S&P Global
SPGI
$120B
$7.79M 0.2%
18,869
+4,413
+31% +$1.91M
COST icon
37
Costco
COST
$420B
$7.77M 0.2%
11,304
+89
+0.8% +$63.5K
AVGO icon
38
Broadcom
AVGO
$2.04T
$7.74M 0.2%
58,420
-2,230
-4% -$276K
HD icon
39
Home Depot
HD
$355B
$7.11M 0.18%
18,547
-1,123
-6% -$410K
ISRG icon
40
Intuitive Surgical
ISRG
$134B
$6.85M 0.18%
17,420
+7,120
+69% +$2.69M
BSX icon
41
Boston Scientific
BSX
$71.5B
$6.84M 0.18%
111,268
+42,009
+61% +$2.7M
ABNB icon
42
Airbnb
ABNB
$107B
$6.72M 0.17%
42,638
+22,429
+111% +$3.4M
NFLX icon
43
Netflix
NFLX
$309B
$6.7M 0.17%
129,040
+24,660
+24% +$1.39M
ZTS icon
44
Zoetis
ZTS
$30B
$6.41M 0.17%
37,040
+9,668
+35% +$1.81M
NEE icon
45
NextEra Energy
NEE
$177B
$6.18M 0.16%
103,397
+35,385
+52% +$2.07M
NKE icon
46
Nike
NKE
$61.9B
$6M 0.16%
60,001
+4,641
+8% +$472K
WM icon
47
Waste Management
WM
$91B
$5.74M 0.15%
29,959
+3,819
+15% +$751K
ACN icon
48
Accenture
ACN
$108B
$5.34M 0.14%
15,394
-436
-3% -$159K
CME icon
49
CME Group
CME
$94.8B
$5.27M 0.14%
24,344
+16,921
+228% +$3.55M
ETN icon
50
Eaton
ETN
$174B
$5.13M 0.13%
16,393
-500
-3% -$137K
1
2
3 4 5

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AI
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NCM
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IWM
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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.