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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
+7%
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
$5.09B
AUM Growth
+$771M
Cap. Flow
+$160M
Cap. Flow %
3.14%
Top 10 Hldgs %
82.71%
Holding
279
New
5
Increased
207
Reduced
54
Closed
10

Top Buys

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$257M
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$166M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$101M
4
JPM icon
JPMorgan Chase
JPM
+$7.76M
5
WMT icon
Walmart Inc
WMT
+$5.49M

Top Sells

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$158M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$57.4M
3
BKLN icon
Invesco Senior Loan ETF
BKLN
+$37.4M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$35M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$33.2M

Sector Composition

Rank Sector Weight
1 Miscellaneous 80.6%
2 Technology 6.75%
3 Healthcare 2.57%
4 Financials 2.47%
5 Communication Services 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOG icon
26
Alphabet (Google) Class C
GOOG
$4.18T
$12M 0.24%
71,764
+2,067
+3% +$350K
AMD icon
27
Advanced Micro Devices
AMD
$823B
$11.8M 0.23%
72,003
+20,272
+39% +$3.08M
TMO icon
28
Thermo Fisher Scientific
TMO
$237B
$11.6M 0.23%
18,738
+1,150
+7% +$681K
SPGI icon
29
S&P Global
SPGI
$122B
$11.5M 0.22%
22,167
+1,936
+10% +$958K
COST icon
30
Costco
COST
$400B
$11.4M 0.22%
12,849
-2,235
-15% -$1.94M
ISRG icon
31
Intuitive Surgical
ISRG
$133B
$11.3M 0.22%
22,993
+1,959
+9% +$912K
MRK icon
32
Merck
MRK
$355B
$10.2M 0.2%
89,794
+14,744
+20% +$1.75M
NEE icon
33
NextEra Energy
NEE
$169B
$9.44M 0.19%
111,678
-4,706
-4% -$367K
NFLX icon
34
Netflix
NFLX
$324B
$9.42M 0.19%
132,860
+11,720
+10% +$784K
WMT icon
35
Walmart Inc
WMT
$858B
$9.1M 0.18%
112,742
+74,719
+197% +$5.49M
TSLA icon
36
Tesla
TSLA
$1.41T
$8.15M 0.16%
31,145
+9,191
+42% +$2.1M
UBER icon
37
Uber
UBER
$146B
$8.06M 0.16%
107,271
+22,771
+27% +$1.6M
CME icon
38
CME Group
CME
$98.9B
$8.01M 0.16%
36,293
+16,774
+86% +$3.47M
V icon
39
Visa
V
$701B
$7.57M 0.15%
27,540
-1,501
-5% -$406K
BSX icon
40
Boston Scientific
BSX
$63.6B
$7.52M 0.15%
89,760
-12,150
-12% -$958K
ZTS icon
41
Zoetis
ZTS
$30.3B
$7.2M 0.14%
36,838
+21,377
+138% +$3.94M
TTEK icon
42
Tetra Tech
TTEK
$9.4B
$7.05M 0.14%
149,555
+16,925
+13% +$753K
WM icon
43
Waste Management
WM
$86.8B
$6.74M 0.13%
32,464
-2,898
-8% -$605K
VRT icon
44
Vertiv
VRT
$90.3B
$6.74M 0.13%
67,700
+12,800
+23% +$1.06M
BAC icon
45
Bank of America
BAC
$416B
$6.47M 0.13%
163,026
+10,921
+7% +$438K
ABNB icon
46
Airbnb
ABNB
$99.2B
$6.1M 0.12%
48,100
+5,241
+12% +$680K
SYY icon
47
Sysco
SYY
$38.1B
$5.84M 0.11%
74,862
+25,069
+50% +$1.88M
INTU icon
48
Intuit
INTU
$88B
$5.49M 0.11%
8,836
+137
+2% +$87.4K
ACN icon
49
Accenture
ACN
$118B
$5.48M 0.11%
15,497
+246
+2% +$80.9K
PAYX icon
50
Paychex
PAYX
$42.1B
$5.46M 0.11%
40,700
+14,200
+54% +$1.8M
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 2024 Portfolio in Review

As of Q3 2024, Sumitomo Life Insurance held 279 positions worth $5.09B, up 18% from $4.32B the previous quarter. Its ten largest holdings account for 83% of the portfolio.

Sumitomo Life Insurance deployed $160M of net new capital in Q3 2024, opening 5 new positions and adding to 207 existing holdings. Its largest new stake was iShares TIPS Bond ETF: 925,136 shares worth $102M.

By sector, the portfolio is most concentrated in Miscellaneous at 81% of assets, up from 80% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Invesco Senior Loan ETF, an estimated $37.4M trimmed.

  • Sumitomo Life Insurance's largest Q3 2024 buy was iShares TIPS Bond ETF: 925,136 shares worth $102M.
  • Sumitomo Life Insurance added most to iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2024, an estimated $257M increase.
  • Sumitomo Life Insurance's biggest Q3 2024 reduction was Invesco Senior Loan ETF, cutting an estimated $37.4M.
  • Sumitomo Life Insurance fully exited Vanguard FTSE Emerging Markets ETF in Q3 2024, selling an estimated $158M.
  • Sumitomo Life Insurance's ten largest holdings make up 83% of its $5.09B portfolio in Q3 2024.
  • Sumitomo Life Insurance opened 5 new positions and closed 10 in Q3 2024.
  • Sumitomo Life Insurance's portfolio value rose 18% quarter-over-quarter to $5.09B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2024, filed 16 Oct 2024.