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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
ADI icon
76
Analog Devices
ADI
$190B
$3.11M 0.08%
15,733
-458
-3% -$88.1K
FTNT icon
77
Fortinet
FTNT
$117B
$2.98M 0.08%
43,557
-960
-2% -$63.9K
CAT icon
78
Caterpillar
CAT
$387B
$2.94M 0.08%
8,020
-305
-4% -$97.5K
DIS icon
79
Walt Disney
DIS
$181B
$2.94M 0.08%
24,008
-914
-4% -$95.5K
MRSH
80
Marsh
MRSH
$91.5B
$2.87M 0.07%
13,951
-402
-3% -$80.1K
ARES icon
81
Ares Management
ARES
$30.9B
$2.87M 0.07%
21,606
-489
-2% -$62.5K
ORCL icon
82
Oracle
ORCL
$423B
$2.85M 0.07%
22,693
-892
-4% -$102K
ROK icon
83
Rockwell Automation
ROK
$49B
$2.83M 0.07%
9,704
-250
-3% -$72K
PH icon
84
Parker-Hannifin
PH
$135B
$2.8M 0.07%
5,043
+219
+5% +$111K
WFC icon
85
Wells Fargo
WFC
$264B
$2.77M 0.07%
47,786
-1,820
-4% -$95.2K
TRMB icon
86
Trimble
TRMB
$13.9B
$2.76M 0.07%
42,863
-1,275
-3% -$72.6K
IBM icon
87
IBM
IBM
$224B
$2.72M 0.07%
14,245
-542
-4% -$98.9K
WDAY icon
88
Workday
WDAY
$44.4B
$2.69M 0.07%
9,879
-291
-3% -$82.8K
KO icon
89
Coca-Cola
KO
$375B
$2.69M 0.07%
43,910
-1,673
-4% -$100K
WMT icon
90
Walmart Inc
WMT
$890B
$2.63M 0.07%
43,728
-879
-2% -$50.3K
AVY icon
91
Avery Dennison
AVY
$13.4B
$2.61M 0.07%
11,685
-286
-2% -$59.3K
QCOM icon
92
Qualcomm
QCOM
$176B
$2.6M 0.07%
15,349
-584
-4% -$90.3K
BAH icon
93
Booz Allen Hamilton
BAH
$9.15B
$2.57M 0.07%
17,310
+1,681
+11% +$237K
LULU icon
94
lululemon athletica
LULU
$14.6B
$2.54M 0.07%
6,496
-511
-7% -$236K
IDXX icon
95
Idexx Laboratories
IDXX
$46.2B
$2.48M 0.06%
4,602
-117
-2% -$63.9K
MSCI icon
96
MSCI
MSCI
$40.9B
$2.47M 0.06%
4,401
-125
-3% -$70.3K
PAYX icon
97
Paychex
PAYX
$42.7B
$2.46M 0.06%
+20,200
New +$2.45M
TW icon
98
Tradeweb Markets
TW
$21.6B
$2.45M 0.06%
23,476
-583
-2% -$58.6K
IQV icon
99
IQVIA
IQV
$39.3B
$2.44M 0.06%
9,639
-1,019
-10% -$238K
TXN icon
100
Texas Instruments
TXN
$261B
$2.37M 0.06%
13,606
-535
-4% -$89.2K
2 3
4
5 6

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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.