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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
+0.34%
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
$5.3B
AUM Growth
+$205M
Cap. Flow
+$223M
Cap. Flow %
4.21%
Top 10 Hldgs %
79.03%
Holding
277
New
8
Increased
50
Reduced
209
Closed
7

Top Buys

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$113M
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$97.7M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$58.1M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$39.4M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$34M

Top Sells

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$247M
2
UNH icon
UnitedHealth
UNH
+$8.93M
3
COST icon
Costco
COST
+$7.35M
4
CME icon
CME Group
CME
+$6.9M
5
MRK icon
Merck
MRK
+$6.56M

Sector Composition

Rank Sector Weight
1 Miscellaneous 80.21%
2 Technology 7.33%
3 Financials 2.95%
4 Consumer Discretionary 1.98%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CDNS icon
51
Cadence Design Systems
CDNS
$75.4B
$6.79M 0.13%
22,600
+5,000
+28% +$1.45M
ZTS icon
52
Zoetis
ZTS
$30.3B
$6.13M 0.12%
37,599
+761
+2% +$136K
USRT icon
53
iShares Core US REIT ETF
USRT
$4.38B
$6.03M 0.11%
105,300
+66,600
+172% +$4.01M
NEE icon
54
NextEra Energy
NEE
$169B
$5.97M 0.11%
83,243
-28,435
-25% -$2.21M
BKNG icon
55
Booking.com
BKNG
$129B
$5.87M 0.11%
29,525
-400
-1% -$76.9K
AXP icon
56
American Express
AXP
$219B
$5.62M 0.11%
18,921
-286
-1% -$82.2K
TTEK icon
57
Tetra Tech
TTEK
$9.4B
$5.51M 0.1%
138,386
-11,169
-7% -$501K
INTU icon
58
Intuit
INTU
$88B
$5.48M 0.1%
8,719
-117
-1% -$74.8K
MELI icon
59
Mercado Libre
MELI
$92.7B
$5.44M 0.1%
3,200
+2,100
+191% +$4.09M
ACN icon
60
Accenture
ACN
$118B
$5.38M 0.1%
15,282
-215
-1% -$77.4K
ORCL icon
61
Oracle
ORCL
$404B
$5.07M 0.1%
30,429
+6,374
+26% +$1.13M
HD icon
62
Home Depot
HD
$305B
$5.03M 0.09%
12,924
-224
-2% -$91.5K
UNH icon
63
UnitedHealth
UNH
$337B
$4.81M 0.09%
9,499
-15,721
-62% -$8.93M
BRK.B icon
64
Berkshire Hathaway Class B
BRK.B
$1.11T
$4.74M 0.09%
10,452
-243
-2% -$112K
COST icon
65
Costco
COST
$400B
$4.52M 0.09%
4,931
-7,918
-62% -$7.35M
CEG icon
66
Constellation Energy
CEG
$92.1B
$4.48M 0.08%
20,014
+15,111
+308% +$3.77M
FISV
67
Fiserv Inc
FISV
$26.6B
$4.25M 0.08%
20,688
+1,626
+9% +$332K
ETN icon
68
Eaton
ETN
$152B
$4.24M 0.08%
12,785
-183
-1% -$64.2K
SNPS icon
69
Synopsys
SNPS
$70.5B
$4.24M 0.08%
8,741
-117
-1% -$61.2K
XOM icon
70
ExxonMobil
XOM
$696B
$4.21M 0.08%
39,109
-911
-2% -$107K
TT icon
71
Trane Technologies
TT
$93B
$4.14M 0.08%
11,216
-140
-1% -$55.6K
SYK icon
72
Stryker
SYK
$108B
$3.98M 0.08%
11,041
-160
-1% -$59.3K
FTNT icon
73
Fortinet
FTNT
$126B
$3.93M 0.07%
41,557
-6,301
-13% -$560K
ANET icon
74
Arista Networks
ANET
$243B
$3.91M 0.07%
35,395
-717
-2% -$73.7K
WMB icon
75
Williams Companies
WMB
$87.6B
$3.72M 0.07%
68,703
+4,644
+7% +$250K
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 Q4 2024 Portfolio in Review

As of Q4 2024, Sumitomo Life Insurance held 277 positions worth $5.3B, up 4% from $5.09B the previous quarter. Its ten largest holdings account for 79% of the portfolio.

Sumitomo Life Insurance deployed $223M of net new capital in Q4 2024, opening 8 new positions and adding to 50 existing holdings. Its largest new stake was Vanguard FTSE Emerging Markets ETF: 2,423,347 shares worth $107M.

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

On the sell side, the largest reduction was iShares JPMorgan USD Emerging Markets Bond ETF, an estimated $247M trimmed.

  • Sumitomo Life Insurance's largest Q4 2024 buy was Vanguard FTSE Emerging Markets ETF: 2,423,347 shares worth $107M.
  • Sumitomo Life Insurance added most to State Street SPDR Portfolio S&P 500 ETF in Q4 2024, an estimated $97.7M increase.
  • Sumitomo Life Insurance's biggest Q4 2024 reduction was iShares JPMorgan USD Emerging Markets Bond ETF, cutting an estimated $247M.
  • Sumitomo Life Insurance fully exited Zscaler in Q4 2024, selling an estimated $1.18M.
  • Sumitomo Life Insurance's ten largest holdings make up 79% of its $5.3B portfolio in Q4 2024.
  • Sumitomo Life Insurance opened 8 new positions and closed 7 in Q4 2024.
  • Sumitomo Life Insurance's portfolio value rose 4% quarter-over-quarter to $5.3B.

Based on Sumitomo Life Insurance's 13F filing for Q4 2024, filed 23 Jan 2025.