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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
-2.57%
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
$3.55B
AUM Growth
+$1.28B
Cap. Flow
+$1.14B
Cap. Flow %
32.13%
Top 10 Hldgs %
81.37%
Holding
263
New
2
Increased
61
Reduced
195
Closed
4

Top Buys

Rank Stock Value
1
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$890M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$347M
3
VNQ icon
Vanguard Real Estate ETF
VNQ
+$29.8M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$24.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$23.9M

Top Sells

Rank Stock Value
1
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$131M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$83.4M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$31.7M
4
AAPL icon
Apple
AAPL
+$1.55M
5
NVDA icon
NVIDIA
NVDA
+$1.46M

Sector Composition

Rank Sector Weight
1 Miscellaneous 83.94%
2 Technology 4.7%
3 Healthcare 2.23%
4 Financials 1.99%
5 Consumer Discretionary 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAT icon
76
Caterpillar
CAT
$360B
$2.39M 0.07%
8,756
-113
-1% -$30.7K
CMCSA icon
77
Comcast
CMCSA
$86.7B
$2.39M 0.07%
53,832
-716
-1% -$32K
CSCO icon
78
Cisco
CSCO
$434B
$2.38M 0.07%
44,229
-587
-1% -$31.7K
TXN icon
79
Texas Instruments
TXN
$241B
$2.37M 0.07%
14,885
-4,178
-22% -$713K
ARES icon
80
Ares Management
ARES
$29.4B
$2.34M 0.07%
22,754
+1,167
+5% +$118K
DHR icon
81
Danaher
DHR
$147B
$2.29M 0.06%
10,407
-140
-1% -$31.2K
UPS icon
82
United Parcel Service
UPS
$87.1B
$2.29M 0.06%
14,666
-3,021
-17% -$521K
WDAY icon
83
Workday
WDAY
$46B
$2.26M 0.06%
10,539
+8,946
+562% +$2.07M
AVY icon
84
Avery Dennison
AVY
$13B
$2.26M 0.06%
12,358
+518
+4% +$93.8K
TJX icon
85
TJX Companies
TJX
$137B
$2.22M 0.06%
24,939
-324
-1% -$28.5K
ANSS
86
DELISTED
Ansys
ANSS
$2.2M 0.06%
7,410
-90
-1% -$28.5K
IBM icon
87
IBM
IBM
$234B
$2.18M 0.06%
15,553
-209
-1% -$29.7K
IQV icon
88
IQVIA
IQV
$44.4B
$2.16M 0.06%
11,000
+486
+5% +$106K
PFE icon
89
Pfizer
PFE
$157B
$2.13M 0.06%
64,339
-859
-1% -$30.4K
IDXX icon
90
Idexx Laboratories
IDXX
$40.2B
$2.13M 0.06%
4,877
+185
+4% +$92.3K
WFC icon
91
Wells Fargo
WFC
$271B
$2.13M 0.06%
52,181
-694
-1% -$30K
DIS icon
92
Walt Disney
DIS
$184B
$2.12M 0.06%
26,216
-352
-1% -$30.1K
PM icon
93
Philip Morris
PM
$303B
$2.1M 0.06%
22,700
+6,594
+41% +$635K
WSC icon
94
WillScot Mobile Mini Holdings
WSC
$3.27B
$2.09M 0.06%
50,259
+15,473
+44% +$681K
MDLZ icon
95
Mondelez International
MDLZ
$79.3B
$2.09M 0.06%
30,066
-399
-1% -$28.8K
CRWD icon
96
CrowdStrike
CRWD
$248B
$2.05M 0.06%
48,956
-636
-1% -$24.7K
UNP icon
97
Union Pacific
UNP
$169B
$2.03M 0.06%
9,950
-145
-1% -$31.6K
LPLA icon
98
LPL Financial
LPLA
$26.9B
$2M 0.06%
8,409
+1,048
+14% +$243K
TW icon
99
Tradeweb Markets
TW
$21.4B
$1.98M 0.06%
24,738
+1,200
+5% +$95.7K
INTC icon
100
Intel
INTC
$513B
$1.95M 0.06%
54,971
-713
-1% -$24.8K
2 3
4
5 6

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 2023 Portfolio in Review

As of Q3 2023, Sumitomo Life Insurance held 263 positions worth $3.55B, up 56% from $2.27B the previous quarter. Its ten largest holdings account for 81% of the portfolio.

Sumitomo Life Insurance deployed $1.14B of net new capital in Q3 2023, opening 2 new positions and adding to 61 existing holdings. Its largest new stake was Lincoln Electric: 5,806 shares worth $1.06M.

By sector, the portfolio is most concentrated in Miscellaneous at 84% of assets, up from 74% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was iShares Core MSCI Emerging Markets ETF, an estimated $131M trimmed.

  • Sumitomo Life Insurance's largest Q3 2023 buy was Lincoln Electric: 5,806 shares worth $1.06M.
  • Sumitomo Life Insurance added most to Vanguard High Dividend Yield ETF in Q3 2023, an estimated $890M increase.
  • Sumitomo Life Insurance's biggest Q3 2023 reduction was iShares Core MSCI Emerging Markets ETF, cutting an estimated $131M.
  • Sumitomo Life Insurance fully exited World Wrestling Entertainment in Q3 2023, selling an estimated $1.23M.
  • Sumitomo Life Insurance's ten largest holdings make up 81% of its $3.55B portfolio in Q3 2023.
  • Sumitomo Life Insurance opened 2 new positions and closed 4 in Q3 2023.
  • Sumitomo Life Insurance's portfolio value rose 56% quarter-over-quarter to $3.55B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2023, filed 23 Oct 2023.