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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
+8.84%
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
$3.22B
AUM Growth
-$336M
Cap. Flow
-$525M
Cap. Flow %
-16.34%
Top 10 Hldgs %
77.32%
Holding
264
New
5
Increased
35
Reduced
211
Closed
6

Top Buys

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$214M
2
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$139M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$66.1M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$10.2M
5
MSFT icon
Microsoft
MSFT
+$4.7M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$506M
2
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$352M
3
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$66.4M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$42.2M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$15.9M

Sector Composition

Rank Sector Weight
1 Technology 6.63%
2 Healthcare 2.93%
3 Financials 2.61%
4 Consumer Discretionary 2.39%
5 Industrials 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETN icon
51
Eaton
ETN
$174B
$4.07M 0.13%
16,893
-715
-4% -$158K
BSX icon
52
Boston Scientific
BSX
$71.7B
$4M 0.12%
69,259
+47,080
+212% +$2.51M
TT icon
53
Trane Technologies
TT
$106B
$3.8M 0.12%
15,581
-617
-4% -$135K
ABBV icon
54
AbbVie
ABBV
$432B
$3.79M 0.12%
24,463
-1,271
-5% -$185K
AXP icon
55
American Express
AXP
$230B
$3.76M 0.12%
20,078
-830
-4% -$134K
LULU icon
56
lululemon athletica
LULU
$14.3B
$3.58M 0.11%
7,007
-250
-3% -$108K
COP icon
57
ConocoPhillips
COP
$142B
$3.56M 0.11%
30,672
-1,416
-4% -$166K
CRWD icon
58
CrowdStrike
CRWD
$216B
$3.5M 0.11%
54,792
+5,836
+12% +$306K
ISRG icon
59
Intuitive Surgical
ISRG
$133B
$3.47M 0.11%
10,300
-396
-4% -$118K
SYK icon
60
Stryker
SYK
$130B
$3.46M 0.11%
11,546
-458
-4% -$129K
PEP icon
61
PepsiCo
PEP
$189B
$3.43M 0.11%
20,210
-940
-4% -$156K
MRK icon
62
Merck
MRK
$317B
$3.33M 0.1%
30,576
-1,588
-5% -$165K
AMD icon
63
Advanced Micro Devices
AMD
$783B
$3.31M 0.1%
22,455
-1,165
-5% -$137K
CRM icon
64
Salesforce
CRM
$157B
$3.28M 0.1%
12,462
-647
-5% -$146K
BAC icon
65
Bank of America
BAC
$440B
$3.26M 0.1%
96,910
-4,544
-4% -$132K
VRTX icon
66
Vertex Pharmaceuticals
VRTX
$124B
$3.22M 0.1%
7,922
+17
+0.2% +$6.28K
UBER icon
67
Uber
UBER
$153B
$3.22M 0.1%
+52,300
New +$2.74M
ADI icon
68
Analog Devices
ADI
$190B
$3.21M 0.1%
16,191
-626
-4% -$112K
EOG icon
69
EOG Resources
EOG
$71.4B
$3.11M 0.1%
25,753
-3,213
-11% -$400K
ROK icon
70
Rockwell Automation
ROK
$49.1B
$3.09M 0.1%
9,954
-342
-3% -$95.9K
WDAY icon
71
Workday
WDAY
$44.2B
$2.81M 0.09%
10,170
-369
-4% -$87.9K
ABNB icon
72
Airbnb
ABNB
$103B
$2.75M 0.09%
20,209
-781
-4% -$101K
MRSH
73
Marsh
MRSH
$91.4B
$2.72M 0.08%
14,353
-551
-4% -$106K
KO icon
74
Coca-Cola
KO
$374B
$2.69M 0.08%
45,583
-2,366
-5% -$134K
CTAS icon
75
Cintas
CTAS
$81.3B
$2.68M 0.08%
17,780
-7,848
-31% -$1.05M
1 2
3
4 5

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Sumitomo Life Insurance's Q4 2023 Portfolio in Review

As of Q4 2023, Sumitomo Life Insurance held 264 positions worth $3.22B, down 9.5% from $3.55B the previous quarter. Its ten largest holdings account for 77% of the portfolio.

Sumitomo Life Insurance withdrew a net $525M in Q4 2023, closing 6 positions and reducing 211 holdings. Its most notable exit was State Street SPDR S&P 500 ETF Trust, an estimated $506M position sold in full.

By sector, the portfolio is most concentrated in Technology at 6.6% of assets, up from 4.7% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Sumitomo Life Insurance opened a new position in Schwab US Dividend Equity ETF worth $228M.

  • Sumitomo Life Insurance's largest Q4 2023 buy was Schwab US Dividend Equity ETF: 9,000,000 shares worth $228M.
  • Sumitomo Life Insurance added most to iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2023, an estimated $139M increase.
  • Sumitomo Life Insurance's biggest Q4 2023 reduction was Vanguard High Dividend Yield ETF, cutting an estimated $352M.
  • Sumitomo Life Insurance fully exited State Street SPDR S&P 500 ETF Trust in Q4 2023, selling an estimated $506M.
  • Sumitomo Life Insurance's ten largest holdings make up 77% of its $3.22B portfolio in Q4 2023.
  • Sumitomo Life Insurance opened 5 new positions and closed 6 in Q4 2023.
  • Sumitomo Life Insurance's portfolio value fell 9.5% quarter-over-quarter to $3.22B.

Based on Sumitomo Life Insurance's 13F filing for Q4 2023, filed 30 Jan 2024.