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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
COP icon
76
ConocoPhillips
COP
$170B
$3.05M 0.07%
26,643
-3,029
-10% -$368K
ARES icon
77
Ares Management
ARES
$29.4B
$3.04M 0.07%
22,818
+1,212
+6% +$166K
CDNS icon
78
Cadence Design Systems
CDNS
$75.4B
$3.04M 0.07%
10,900
-1,700
-13% -$503K
CTAS icon
79
Cintas
CTAS
$79.6B
$3M 0.07%
17,160
+4,476
+35% +$764K
MRSH
80
Marsh
MRSH
$85.8B
$2.92M 0.07%
13,859
-92
-0.7% -$18.9K
FTNT icon
81
Fortinet
FTNT
$126B
$2.86M 0.07%
47,373
+3,816
+9% +$237K
ORCL icon
82
Oracle
ORCL
$424B
$2.83M 0.07%
20,075
-2,618
-12% -$325K
ECL icon
83
Ecolab
ECL
$77B
$2.81M 0.06%
11,795
+5,664
+92% +$1.31M
ROK icon
84
Rockwell Automation
ROK
$46.3B
$2.73M 0.06%
9,933
+229
+2% +$61.8K
CRM icon
85
Salesforce
CRM
$210B
$2.73M 0.06%
10,620
-1,385
-12% -$371K
QCOM icon
86
Qualcomm
QCOM
$201B
$2.7M 0.06%
13,578
-1,771
-12% -$335K
ZTS icon
87
Zoetis
ZTS
$30.3B
$2.68M 0.06%
15,461
-21,579
-58% -$3.59M
TW icon
88
Tradeweb Markets
TW
$21.4B
$2.65M 0.06%
24,996
+1,520
+6% +$161K
AVY icon
89
Avery Dennison
AVY
$13B
$2.65M 0.06%
12,117
+432
+4% +$95.9K
PH icon
90
Parker-Hannifin
PH
$117B
$2.63M 0.06%
5,208
+165
+3% +$88.5K
WMT icon
91
Walmart Inc
WMT
$858B
$2.57M 0.06%
38,023
-5,705
-13% -$359K
WFC icon
92
Wells Fargo
WFC
$271B
$2.51M 0.06%
42,277
-5,509
-12% -$325K
TDG icon
93
TransDigm Group
TDG
$60B
$2.49M 0.06%
1,946
+361
+23% +$463K
KO icon
94
Coca-Cola
KO
$382B
$2.47M 0.06%
38,868
-5,042
-11% -$312K
FISV
95
Fiserv Inc
FISV
$26.6B
$2.41M 0.06%
16,151
+12,601
+355% +$1.91M
LPLA icon
96
LPL Financial
LPLA
$26.9B
$2.41M 0.06%
8,614
+631
+8% +$171K
CAT icon
97
Caterpillar
CAT
$360B
$2.36M 0.05%
7,095
-925
-12% -$321K
TRMB icon
98
Trimble
TRMB
$13.7B
$2.36M 0.05%
42,173
-690
-2% -$39.8K
TXN icon
99
Texas Instruments
TXN
$241B
$2.34M 0.05%
12,053
-1,553
-11% -$287K
WMB icon
100
Williams Companies
WMB
$87.6B
$2.32M 0.05%
54,498
+25,594
+89% +$1.03M
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 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.