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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
+0.34%
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
$5.3B
AUM Growth
+$205M
Cap. Flow
+$223M
Cap. Flow %
4.21%
Top 10 Hldgs %
79.03%
Holding
277
New
8
Increased
50
Reduced
209
Closed
7

Top Buys

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$113M
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$97.7M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$58.1M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$39.4M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$34M

Top Sells

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$247M
2
UNH icon
UnitedHealth
UNH
+$8.93M
3
COST icon
Costco
COST
+$7.35M
4
CME icon
CME Group
CME
+$6.9M
5
MRK icon
Merck
MRK
+$6.56M

Sector Composition

Rank Sector Weight
1 Miscellaneous 80.21%
2 Technology 7.33%
3 Financials 2.95%
4 Consumer Discretionary 1.98%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MA icon
26
Mastercard
MA
$502B
$17M 0.32%
32,304
+4,377
+16% +$2.27M
IEMG icon
27
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$14.8M 0.28%
283,900
+73,900
+35% +$4.09M
SCHP icon
28
Schwab US TIPS ETF
SCHP
$16B
$14.7M 0.28%
567,500
+417,900
+279% +$11M
GS icon
29
Goldman Sachs
GS
$284B
$14.6M 0.28%
25,441
+21,798
+598% +$12.2M
GOOG icon
30
Alphabet (Google) Class C
GOOG
$4.18T
$13.4M 0.25%
70,222
-1,542
-2% -$272K
SPGI icon
31
S&P Global
SPGI
$122B
$13.4M 0.25%
26,838
+4,671
+21% +$2.37M
NFLX icon
32
Netflix
NFLX
$324B
$12M 0.23%
135,090
+2,230
+2% +$184K
PG icon
33
Procter & Gamble
PG
$341B
$11.9M 0.23%
71,205
+1,828
+3% +$311K
ISRG icon
34
Intuitive Surgical
ISRG
$133B
$10.7M 0.2%
20,574
-2,419
-11% -$1.26M
WMT icon
35
Walmart Inc
WMT
$858B
$10.7M 0.2%
118,144
+5,402
+5% +$469K
ADBE icon
36
Adobe
ADBE
$102B
$10.2M 0.19%
22,840
-1,333
-6% -$660K
TMO icon
37
Thermo Fisher Scientific
TMO
$237B
$10.1M 0.19%
19,431
+693
+4% +$381K
BX icon
38
Blackstone
BX
$95.1B
$9.98M 0.19%
+57,900
New +$10.1M
WM icon
39
Waste Management
WM
$86.8B
$8.95M 0.17%
44,348
+11,884
+37% +$2.55M
BSX icon
40
Boston Scientific
BSX
$63.6B
$8.92M 0.17%
99,858
+10,098
+11% +$889K
VRT icon
41
Vertiv
VRT
$90.3B
$8.65M 0.16%
76,145
+8,445
+12% +$1M
V icon
42
Visa
V
$701B
$8.53M 0.16%
27,003
-537
-2% -$161K
AMD icon
43
Advanced Micro Devices
AMD
$823B
$8.31M 0.16%
68,794
-3,209
-4% -$462K
ABNB icon
44
Airbnb
ABNB
$99.2B
$8.05M 0.15%
61,222
+13,122
+27% +$1.77M
BAC icon
45
Bank of America
BAC
$416B
$7.88M 0.15%
179,185
+16,159
+10% +$711K
PAYX icon
46
Paychex
PAYX
$42.1B
$7.47M 0.14%
53,300
+12,600
+31% +$1.79M
VMC icon
47
Vulcan Materials
VMC
$32.3B
$7.26M 0.14%
28,242
+15,584
+123% +$4.19M
SYY icon
48
Sysco
SYY
$38.1B
$7.13M 0.13%
93,297
+18,435
+25% +$1.41M
UBER icon
49
Uber
UBER
$146B
$7.12M 0.13%
118,018
+10,747
+10% +$767K
PANW icon
50
Palo Alto Networks
PANW
$307B
$6.84M 0.13%
+37,600
New +$7.1M
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 Q4 2024 Portfolio in Review

As of Q4 2024, Sumitomo Life Insurance held 277 positions worth $5.3B, up 4% from $5.09B the previous quarter. Its ten largest holdings account for 79% of the portfolio.

Sumitomo Life Insurance deployed $223M of net new capital in Q4 2024, opening 8 new positions and adding to 50 existing holdings. Its largest new stake was Vanguard FTSE Emerging Markets ETF: 2,423,347 shares worth $107M.

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

On the sell side, the largest reduction was iShares JPMorgan USD Emerging Markets Bond ETF, an estimated $247M trimmed.

  • Sumitomo Life Insurance's largest Q4 2024 buy was Vanguard FTSE Emerging Markets ETF: 2,423,347 shares worth $107M.
  • Sumitomo Life Insurance added most to State Street SPDR Portfolio S&P 500 ETF in Q4 2024, an estimated $97.7M increase.
  • Sumitomo Life Insurance's biggest Q4 2024 reduction was iShares JPMorgan USD Emerging Markets Bond ETF, cutting an estimated $247M.
  • Sumitomo Life Insurance fully exited Zscaler in Q4 2024, selling an estimated $1.18M.
  • Sumitomo Life Insurance's ten largest holdings make up 79% of its $5.3B portfolio in Q4 2024.
  • Sumitomo Life Insurance opened 8 new positions and closed 7 in Q4 2024.
  • Sumitomo Life Insurance's portfolio value rose 4% quarter-over-quarter to $5.3B.

Based on Sumitomo Life Insurance's 13F filing for Q4 2024, filed 23 Jan 2025.