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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
MA icon
26
Mastercard
MA
$502B
$12M 0.28%
27,668
+1,050
+4% +$478K
FEZ icon
27
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.34B
$11.8M 0.27%
248,000
-96,800
-28% -$5.02M
COST icon
28
Costco
COST
$400B
$11.4M 0.26%
15,084
+3,780
+33% +$2.95M
ADBE icon
29
Adobe
ADBE
$102B
$11.1M 0.26%
20,320
-179
-0.9% -$86.7K
NOW icon
30
ServiceNow
NOW
$147B
$11M 0.26%
73,220
+190
+0.3% +$27.9K
IFRA icon
31
iShares US Infrastructure ETF
IFRA
$4.06B
$10.9M 0.25%
275,300
+2,300
+0.8% +$98.8K
UNH icon
32
UnitedHealth
UNH
$337B
$10.8M 0.25%
21,063
-3,439
-14% -$1.69M
PG icon
33
Procter & Gamble
PG
$341B
$10.6M 0.25%
67,321
-4,444
-6% -$727K
TMO icon
34
Thermo Fisher Scientific
TMO
$237B
$9.46M 0.22%
17,588
-102
-0.6% -$58.4K
MRK icon
35
Merck
MRK
$355B
$9.46M 0.22%
75,050
+45,595
+155% +$5.87M
AMD icon
36
Advanced Micro Devices
AMD
$823B
$8.83M 0.2%
51,731
-1,400
-3% -$225K
ISRG icon
37
Intuitive Surgical
ISRG
$133B
$8.66M 0.2%
21,034
+3,614
+21% +$1.44M
SPGI icon
38
S&P Global
SPGI
$122B
$8.51M 0.2%
20,231
+1,362
+7% +$584K
V icon
39
Visa
V
$701B
$7.62M 0.18%
29,041
-1,657
-5% -$454K
CRWD icon
40
CrowdStrike
CRWD
$248B
$7.52M 0.17%
87,756
-21,332
-20% -$1.77M
NEE icon
41
NextEra Energy
NEE
$169B
$7.26M 0.17%
116,384
+12,987
+13% +$921K
WM icon
42
Waste Management
WM
$86.8B
$6.9M 0.16%
35,362
+5,403
+18% +$1.12M
NFLX icon
43
Netflix
NFLX
$324B
$6.73M 0.16%
121,140
-7,900
-6% -$493K
ABNB icon
44
Airbnb
ABNB
$99.2B
$6.48M 0.15%
42,859
+221
+0.5% +$33.8K
BSX icon
45
Boston Scientific
BSX
$63.6B
$6.46M 0.15%
101,910
-9,358
-8% -$685K
BAC icon
46
Bank of America
BAC
$416B
$6.05M 0.14%
152,105
+46,906
+45% +$1.8M
INTU icon
47
Intuit
INTU
$88B
$5.72M 0.13%
8,699
+875
+11% +$543K
SNPS icon
48
Synopsys
SNPS
$70.5B
$5.19M 0.12%
8,721
+7
+0.1% +$3.96K
UBER icon
49
Uber
UBER
$146B
$5.17M 0.12%
84,500
+15,700
+23% +$1.09M
TT icon
50
Trane Technologies
TT
$93B
$4.91M 0.11%
14,914
-234
-2% -$74.4K
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 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.