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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
+8.26%
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
$3.85B
AUM Growth
+$636M
Cap. Flow
+$678M
Cap. Flow %
17.6%
Top 10 Hldgs %
76.62%
Holding
265
New
7
Increased
42
Reduced
213
Closed
2

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$278M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$257M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$124M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$69.3M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$44.4M

Top Sells

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$156M
2
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$16.2M
3
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$15.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.5M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$10.1M

Sector Composition

Rank Sector Weight
1 Technology 6.9%
2 Healthcare 2.93%
3 Financials 2.55%
4 Consumer Discretionary 2.18%
5 Communication Services 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XOM icon
51
ExxonMobil
XOM
$634B
$5.12M 0.13%
44,057
-1,678
-4% -$176K
INTU icon
52
Intuit
INTU
$89B
$5.09M 0.13%
7,824
-210
-3% -$134K
SNPS icon
53
Synopsys
SNPS
$79.7B
$4.98M 0.13%
8,714
-238
-3% -$131K
TSLA icon
54
Tesla
TSLA
$1.3T
$4.98M 0.13%
28,312
-9,378
-25% -$1.83M
BRK.B icon
55
Berkshire Hathaway Class B
BRK.B
$1.13T
$4.95M 0.13%
11,776
-2,067
-15% -$813K
KLAC icon
56
KLA
KLAC
$259B
$4.88M 0.13%
+72,000
New +$4.62M
CVX icon
57
Chevron
CVX
$366B
$4.81M 0.12%
30,512
-1,161
-4% -$175K
MCD icon
58
McDonald's
MCD
$195B
$4.59M 0.12%
16,273
-524
-3% -$152K
TT icon
59
Trane Technologies
TT
$106B
$4.55M 0.12%
15,148
-433
-3% -$118K
AXP icon
60
American Express
AXP
$230B
$4.44M 0.12%
19,490
-588
-3% -$122K
BKNG icon
61
Booking.com
BKNG
$161B
$4.35M 0.11%
29,950
-850
-3% -$121K
ABBV icon
62
AbbVie
ABBV
$435B
$4.29M 0.11%
23,565
-898
-4% -$155K
SYK icon
63
Stryker
SYK
$130B
$4.02M 0.1%
11,222
-324
-3% -$109K
BAC icon
64
Bank of America
BAC
$442B
$3.99M 0.1%
105,199
+8,289
+9% +$285K
UBER icon
65
Uber
UBER
$153B
$3.99M 0.1%
68,800
+16,500
+32% +$1.18M
MRK icon
66
Merck
MRK
$318B
$3.89M 0.1%
29,455
-1,121
-4% -$138K
JNJ icon
67
Johnson & Johnson
JNJ
$625B
$3.85M 0.1%
24,341
-5,555
-19% -$884K
COP icon
68
ConocoPhillips
COP
$141B
$3.78M 0.1%
29,672
-1,000
-3% -$114K
PEP icon
69
PepsiCo
PEP
$190B
$3.7M 0.1%
21,138
+928
+5% +$156K
TTEK icon
70
Tetra Tech
TTEK
$9.07B
$3.69M 0.1%
107,220
+30,655
+40% +$1.06M
CRM icon
71
Salesforce
CRM
$158B
$3.62M 0.09%
12,005
-457
-4% -$132K
CDNS icon
72
Cadence Design Systems
CDNS
$93.4B
$3.43M 0.09%
12,600
+5,000
+66% +$1.48M
MNST icon
73
Monster Beverage
MNST
$88.5B
$3.4M 0.09%
+58,900
New +$3.39M
VRTX icon
74
Vertex Pharmaceuticals
VRTX
$126B
$3.22M 0.08%
7,698
-224
-3% -$94.7K
EOG icon
75
EOG Resources
EOG
$70.7B
$3.19M 0.08%
24,982
-771
-3% -$90K
1 2
3
4 5

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AI
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Sumitomo Life Insurance's Q1 2024 Portfolio in Review

As of Q1 2024, Sumitomo Life Insurance held 265 positions worth $3.85B, up 20% from $3.22B the previous quarter. Its ten largest holdings account for 77% of the portfolio.

Sumitomo Life Insurance deployed $678M of net new capital in Q1 2024, opening 7 new positions and adding to 42 existing holdings. Its largest new stake was iShares Core S&P 500 ETF: 555,000 shares worth $267M.

By sector, the portfolio is most concentrated in Technology at 6.9% of assets, up from 6.6% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was iShares JPMorgan USD Emerging Markets Bond ETF, an estimated $156M trimmed.

  • Sumitomo Life Insurance's largest Q1 2024 buy was iShares Core S&P 500 ETF: 555,000 shares worth $267M.
  • Sumitomo Life Insurance added most to Schwab US Dividend Equity ETF in Q1 2024, an estimated $257M increase.
  • Sumitomo Life Insurance's biggest Q1 2024 reduction was iShares JPMorgan USD Emerging Markets Bond ETF, cutting an estimated $156M.
  • Sumitomo Life Insurance fully exited Corteva in Q1 2024, selling an estimated $394K.
  • Sumitomo Life Insurance's ten largest holdings make up 77% of its $3.85B portfolio in Q1 2024.
  • Sumitomo Life Insurance opened 7 new positions and closed 2 in Q1 2024.
  • Sumitomo Life Insurance's portfolio value rose 20% quarter-over-quarter to $3.85B.

Based on Sumitomo Life Insurance's 13F filing for Q1 2024, filed 26 Apr 2024.