We are live on ! Find out more
SLI

Sumitomo Life Insurance Portfolio holdings

AUM $6.12B
1-Year Est. Return 21.82%
This Fund
S&P 500
This Quarter Est. Return
+7%
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
$5.09B
AUM Growth
+$771M
Cap. Flow
+$160M
Cap. Flow %
3.14%
Top 10 Hldgs %
82.71%
Holding
279
New
5
Increased
207
Reduced
54
Closed
10

Top Buys

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$257M
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$166M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$101M
4
JPM icon
JPMorgan Chase
JPM
+$7.76M
5
WMT icon
Walmart Inc
WMT
+$5.49M

Top Sells

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$158M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$57.4M
3
BKLN icon
Invesco Senior Loan ETF
BKLN
+$37.4M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$35M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$33.2M

Sector Composition

Rank Sector Weight
1 Miscellaneous 80.6%
2 Technology 6.75%
3 Healthcare 2.57%
4 Financials 2.47%
5 Communication Services 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
51
AbbVie
ABBV
$465B
$5.33M 0.1%
27,003
+6,161
+30% +$1.15M
HD icon
52
Home Depot
HD
$305B
$5.33M 0.1%
13,148
-324
-2% -$118K
AXP icon
53
American Express
AXP
$219B
$5.21M 0.1%
19,207
+337
+2% +$83.9K
VWOB icon
54
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.25B
$5.2M 0.1%
78,300
-439,300
-85% -$28.4M
BKNG icon
55
Booking.com
BKNG
$129B
$5.04M 0.1%
29,925
+500
+2% +$76.7K
BRK.B icon
56
Berkshire Hathaway Class B
BRK.B
$1.11T
$4.92M 0.1%
10,695
+281
+3% +$124K
CDNS icon
57
Cadence Design Systems
CDNS
$75.4B
$4.77M 0.09%
17,600
+6,700
+61% +$1.85M
KLAC icon
58
KLA
KLAC
$220B
$4.72M 0.09%
61,000
+9,000
+17% +$706K
XOM icon
59
ExxonMobil
XOM
$696B
$4.69M 0.09%
40,020
+1,056
+3% +$122K
SNPS icon
60
Synopsys
SNPS
$70.5B
$4.49M 0.09%
8,858
+137
+2% +$73.5K
TT icon
61
Trane Technologies
TT
$93B
$4.41M 0.09%
11,356
-3,558
-24% -$1.23M
ETN icon
62
Eaton
ETN
$152B
$4.3M 0.08%
12,968
+209
+2% +$63.9K
ORCL icon
63
Oracle
ORCL
$404B
$4.1M 0.08%
24,055
+3,980
+20% +$576K
CVX icon
64
Chevron
CVX
$427B
$4.07M 0.08%
27,652
+667
+2% +$99.3K
QCOM icon
65
Qualcomm
QCOM
$201B
$4.05M 0.08%
23,826
+10,248
+75% +$1.81M
SYK icon
66
Stryker
SYK
$108B
$4.05M 0.08%
11,201
+182
+2% +$62.8K
SCHP icon
67
Schwab US TIPS ETF
SCHP
$16B
$4.01M 0.08%
149,600
-1,249,200
-89% -$33M
FTNT icon
68
Fortinet
FTNT
$126B
$3.71M 0.07%
47,858
+485
+1% +$33.1K
BAH icon
69
Booz Allen Hamilton
BAH
$9.63B
$3.66M 0.07%
22,514
+359
+2% +$55K
VRTX icon
70
Vertex Pharmaceuticals
VRTX
$130B
$3.59M 0.07%
7,728
+128
+2% +$61.5K
JNJ icon
71
Johnson & Johnson
JNJ
$644B
$3.57M 0.07%
22,058
+525
+2% +$83.6K
PEP icon
72
PepsiCo
PEP
$185B
$3.54M 0.07%
20,791
+376
+2% +$64.6K
ECL icon
73
Ecolab
ECL
$77B
$3.5M 0.07%
13,725
+1,930
+16% +$472K
ANET icon
74
Arista Networks
ANET
$243B
$3.47M 0.07%
36,112
+14,844
+70% +$1.29M
FISV
75
Fiserv Inc
FISV
$26.6B
$3.42M 0.07%
19,062
+2,911
+18% +$480K
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 2024 Portfolio in Review

As of Q3 2024, Sumitomo Life Insurance held 279 positions worth $5.09B, up 18% from $4.32B the previous quarter. Its ten largest holdings account for 83% of the portfolio.

Sumitomo Life Insurance deployed $160M of net new capital in Q3 2024, opening 5 new positions and adding to 207 existing holdings. Its largest new stake was iShares TIPS Bond ETF: 925,136 shares worth $102M.

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

On the sell side, the largest reduction was Invesco Senior Loan ETF, an estimated $37.4M trimmed.

  • Sumitomo Life Insurance's largest Q3 2024 buy was iShares TIPS Bond ETF: 925,136 shares worth $102M.
  • Sumitomo Life Insurance added most to iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2024, an estimated $257M increase.
  • Sumitomo Life Insurance's biggest Q3 2024 reduction was Invesco Senior Loan ETF, cutting an estimated $37.4M.
  • Sumitomo Life Insurance fully exited Vanguard FTSE Emerging Markets ETF in Q3 2024, selling an estimated $158M.
  • Sumitomo Life Insurance's ten largest holdings make up 83% of its $5.09B portfolio in Q3 2024.
  • Sumitomo Life Insurance opened 5 new positions and closed 10 in Q3 2024.
  • Sumitomo Life Insurance's portfolio value rose 18% quarter-over-quarter to $5.09B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2024, filed 16 Oct 2024.