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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
-2.57%
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
$3.55B
AUM Growth
+$1.28B
Cap. Flow
+$1.14B
Cap. Flow %
32.13%
Top 10 Hldgs %
81.37%
Holding
263
New
2
Increased
61
Reduced
195
Closed
4

Top Buys

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$890M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$347M
3
VNQ icon
Vanguard Real Estate ETF
VNQ
+$29.8M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$24.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$23.9M

Top Sells

Rank Stock Value
1
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$131M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$83.4M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$31.7M
4
AAPL icon
Apple
AAPL
+$1.55M
5
NVDA icon
NVIDIA
NVDA
+$1.46M

Sector Composition

Rank Sector Weight
1 Miscellaneous 83.94%
2 Technology 4.7%
3 Healthcare 2.23%
4 Financials 1.99%
5 Consumer Discretionary 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TT icon
51
Trane Technologies
TT
$93B
$3.29M 0.09%
16,198
+3,546
+28% +$710K
SYK icon
52
Stryker
SYK
$108B
$3.28M 0.09%
12,004
+265
+2% +$76K
NKE icon
53
Nike
NKE
$53.7B
$3.22M 0.09%
33,717
+518
+2% +$53.3K
ISRG icon
54
Intuitive Surgical
ISRG
$133B
$3.13M 0.09%
10,696
+273
+3% +$85.3K
AXP icon
55
American Express
AXP
$219B
$3.12M 0.09%
20,908
+354
+2% +$57.9K
CTAS icon
56
Cintas
CTAS
$79.6B
$3.08M 0.09%
25,628
+700
+3% +$87.1K
ADI icon
57
Analog Devices
ADI
$175B
$2.94M 0.08%
16,817
+416
+3% +$76.7K
ROK icon
58
Rockwell Automation
ROK
$46.3B
$2.94M 0.08%
10,296
+383
+4% +$118K
ABNB icon
59
Airbnb
ABNB
$99.2B
$2.88M 0.08%
20,990
+524
+3% +$72.3K
ZTS icon
60
Zoetis
ZTS
$30.3B
$2.86M 0.08%
16,465
+471
+3% +$85.5K
MRSH
61
Marsh
MRSH
$85.8B
$2.84M 0.08%
14,904
+387
+3% +$74.2K
LULU icon
62
lululemon athletica
LULU
$10.9B
$2.8M 0.08%
7,257
+246
+4% +$94K
BAC icon
63
Bank of America
BAC
$416B
$2.78M 0.08%
101,454
+1,766
+2% +$52.2K
VRTX icon
64
Vertex Pharmaceuticals
VRTX
$130B
$2.75M 0.08%
7,905
+118
+2% +$41.3K
APTV icon
65
Aptiv
APTV
$9.08B
$2.7M 0.08%
27,387
+5,377
+24% +$556K
KO icon
66
Coca-Cola
KO
$382B
$2.68M 0.08%
47,949
-634
-1% -$38K
FTNT icon
67
Fortinet
FTNT
$126B
$2.68M 0.08%
45,698
+2,780
+6% +$184K
CRM icon
68
Salesforce
CRM
$210B
$2.66M 0.07%
13,109
-176
-1% -$38K
SPGI icon
69
S&P Global
SPGI
$122B
$2.64M 0.07%
7,220
+192
+3% +$75.5K
WMT icon
70
Walmart Inc
WMT
$858B
$2.5M 0.07%
46,920
-615
-1% -$32.7K
TRMB icon
71
Trimble
TRMB
$13.7B
$2.47M 0.07%
45,906
+15,556
+51% +$824K
ADP icon
72
Automatic Data Processing
ADP
$110B
$2.45M 0.07%
10,202
-135
-1% -$32.9K
AMD icon
73
Advanced Micro Devices
AMD
$823B
$2.43M 0.07%
23,620
-314
-1% -$34.1K
MSCI icon
74
MSCI
MSCI
$39.6B
$2.41M 0.07%
4,690
+1,324
+39% +$696K
KEYS icon
75
Keysight
KEYS
$53.3B
$2.4M 0.07%
18,164
+3,168
+21% +$469K
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 2023 Portfolio in Review

As of Q3 2023, Sumitomo Life Insurance held 263 positions worth $3.55B, up 56% from $2.27B the previous quarter. Its ten largest holdings account for 81% of the portfolio.

Sumitomo Life Insurance deployed $1.14B of net new capital in Q3 2023, opening 2 new positions and adding to 61 existing holdings. Its largest new stake was Lincoln Electric: 5,806 shares worth $1.06M.

By sector, the portfolio is most concentrated in Miscellaneous at 84% of assets, up from 74% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was iShares Core MSCI Emerging Markets ETF, an estimated $131M trimmed.

  • Sumitomo Life Insurance's largest Q3 2023 buy was Lincoln Electric: 5,806 shares worth $1.06M.
  • Sumitomo Life Insurance added most to Vanguard High Dividend Yield ETF in Q3 2023, an estimated $890M increase.
  • Sumitomo Life Insurance's biggest Q3 2023 reduction was iShares Core MSCI Emerging Markets ETF, cutting an estimated $131M.
  • Sumitomo Life Insurance fully exited World Wrestling Entertainment in Q3 2023, selling an estimated $1.23M.
  • Sumitomo Life Insurance's ten largest holdings make up 81% of its $3.55B portfolio in Q3 2023.
  • Sumitomo Life Insurance opened 2 new positions and closed 4 in Q3 2023.
  • Sumitomo Life Insurance's portfolio value rose 56% quarter-over-quarter to $3.55B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2023, filed 23 Oct 2023.