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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
+0.53%
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
$4.32B
AUM Growth
+$470M
Cap. Flow
+$442M
Cap. Flow %
10.24%
Top 10 Hldgs %
77.52%
Holding
282
New
19
Increased
57
Reduced
194
Closed
8

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$314M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$205M
3
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$20.7M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$19.8M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$17.6M

Top Sells

Rank Stock Value
1
TIP icon
iShares TIPS Bond ETF
TIP
+$138M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$25.9M
3
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$5.02M
4
NVDA icon
NVIDIA
NVDA
+$4.85M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.14M

Sector Composition

Rank Sector Weight
1 Miscellaneous 80.27%
2 Technology 6.92%
3 Healthcare 2.53%
4 Financials 2.39%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TTEK icon
51
Tetra Tech
TTEK
$9.4B
$4.87M 0.11%
132,630
+25,410
+24% +$1.04M
BKNG icon
52
Booking.com
BKNG
$129B
$4.66M 0.11%
29,425
-525
-2% -$77.8K
HD icon
53
Home Depot
HD
$305B
$4.64M 0.11%
13,472
-5,075
-27% -$1.73M
ACN icon
54
Accenture
ACN
$118B
$4.63M 0.11%
15,251
-143
-0.9% -$43.8K
XOM icon
55
ExxonMobil
XOM
$696B
$4.49M 0.1%
38,964
-5,093
-12% -$593K
AXP icon
56
American Express
AXP
$219B
$4.37M 0.1%
18,870
-620
-3% -$144K
TSLA icon
57
Tesla
TSLA
$1.41T
$4.34M 0.1%
21,954
-6,358
-22% -$1.11M
VRT icon
58
Vertiv
VRT
$90.3B
$4.33M 0.1%
+54,900
New +$5M
BRK.B icon
59
Berkshire Hathaway Class B
BRK.B
$1.11T
$4.24M 0.1%
10,414
-1,362
-12% -$557K
CVX icon
60
Chevron
CVX
$427B
$4.22M 0.1%
26,985
-3,527
-12% -$562K
CME icon
61
CME Group
CME
$98.9B
$4.08M 0.09%
19,519
-4,825
-20% -$997K
ETN icon
62
Eaton
ETN
$152B
$4M 0.09%
12,759
-3,634
-22% -$1.17M
MCD icon
63
McDonald's
MCD
$179B
$3.92M 0.09%
15,396
-877
-5% -$233K
SYY icon
64
Sysco
SYY
$38.2B
$3.79M 0.09%
49,793
+42,166
+553% +$3.15M
SYK icon
65
Stryker
SYK
$108B
$3.75M 0.09%
11,019
-203
-2% -$68.8K
MNST icon
66
Monster Beverage
MNST
$87.4B
$3.64M 0.08%
128,600
+10,800
+9% +$286K
ABBV icon
67
AbbVie
ABBV
$465B
$3.57M 0.08%
20,842
-2,723
-12% -$451K
VRTX icon
68
Vertex Pharmaceuticals
VRTX
$130B
$3.56M 0.08%
7,600
-98
-1% -$42.5K
ADI icon
69
Analog Devices
ADI
$175B
$3.56M 0.08%
15,590
-143
-0.9% -$30.5K
KLAC icon
70
KLA
KLAC
$220B
$3.53M 0.08%
52,000
-20,000
-28% -$1.48M
BAH icon
71
Booz Allen Hamilton
BAH
$9.63B
$3.41M 0.08%
22,155
+4,845
+28% +$726K
PEP icon
72
PepsiCo
PEP
$185B
$3.37M 0.08%
20,415
-723
-3% -$125K
PAYX icon
73
Paychex
PAYX
$42.1B
$3.23M 0.07%
26,500
+6,300
+31% +$770K
JNJ icon
74
Johnson & Johnson
JNJ
$644B
$3.15M 0.07%
21,533
-2,808
-12% -$418K
EOG icon
75
EOG Resources
EOG
$80.6B
$3.07M 0.07%
24,363
-619
-2% -$79.4K
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 Q2 2024 Portfolio in Review

As of Q2 2024, Sumitomo Life Insurance held 282 positions worth $4.32B, up 12% from $3.85B the previous quarter. Its ten largest holdings account for 78% of the portfolio.

Sumitomo Life Insurance deployed $442M of net new capital in Q2 2024, opening 19 new positions and adding to 57 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 500 ETF: 5,092,600 shares worth $309M.

By sector, the portfolio is most concentrated in Miscellaneous at 80% of assets, up from 79% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Vanguard FTSE Emerging Markets ETF, an estimated $25.9M trimmed.

  • Sumitomo Life Insurance's largest Q2 2024 buy was State Street SPDR Portfolio S&P 500 ETF: 5,092,600 shares worth $309M.
  • Sumitomo Life Insurance added most to Schwab US Dividend Equity ETF in Q2 2024, an estimated $205M increase.
  • Sumitomo Life Insurance's biggest Q2 2024 reduction was Vanguard FTSE Emerging Markets ETF, cutting an estimated $25.9M.
  • Sumitomo Life Insurance fully exited iShares TIPS Bond ETF in Q2 2024, selling an estimated $138M.
  • Sumitomo Life Insurance's ten largest holdings make up 78% of its $4.32B portfolio in Q2 2024.
  • Sumitomo Life Insurance opened 19 new positions and closed 8 in Q2 2024.
  • Sumitomo Life Insurance's portfolio value rose 12% quarter-over-quarter to $4.32B.

Based on Sumitomo Life Insurance's 13F filing for Q2 2024, filed 19 Jul 2024.