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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
(+4%)
Cap. Flow
+$223M
Cap. Flow
% of AUM
4.21%
Top 10 Holdings %
Top 10 Hldgs %
79.03%
Holding
277
New
8
Increased
50
Reduced
209
Closed
7
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$113M |
| 2 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$97.7M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$58.1M |
| 4 |
Invesco Senior Loan ETF
BKLN
|
+$39.4M |
| 5 |
iShares S&P GSCI Commodity-Indexed Trust
GSG
|
+$34M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$247M |
| 2 |
UnitedHealth
UNH
|
+$8.93M |
| 3 |
Costco
COST
|
+$7.35M |
| 4 |
CME Group
CME
|
+$6.9M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
CrowdStrike
CRWD
$248B
| $3.68M | 0.07% |
43,056
-672
| -2% | -$55.9K |
|
77
Ares Management
ARES
$29.4B
| $3.61M | 0.07% |
20,375
-303
| -1% | -$51.7K |
|
78
Qualcomm
QCOM
$201B
| $3.6M | 0.07% |
23,464
-362
| -2% | -$59.3K |
|
79
Salesforce
CRM
$210B
| $3.56M | 0.07% |
10,654
-226
| -2% | -$72.1K |
|
80
Parker-Hannifin
PH
$117B
| $3.31M | 0.06% |
5,206
-81
| -2% | -$53.6K |
|
81
Tradeweb Markets
TW
$21.4B
| $3.27M | 0.06% |
24,959
-332
| -1% | -$43.8K |
|
82
Amphenol
APH
$191B
| $3.25M | 0.06% |
93,694
+31,284
| +50% | +$1.1M |
|
83
Chevron
CVX
$427B
| $3.22M | 0.06% |
22,253
-5,399
| -20% | -$826K |
|
84
Ecolab
ECL
$77B
| $3.17M | 0.06% |
13,514
-211
| -2% | -$52.5K |
|
85
Johnson & Johnson
JNJ
$644B
| $3.12M | 0.06% |
21,599
-459
| -2% | -$71.1K |
|
86
PepsiCo
PEP
$185B
| $3.11M | 0.06% |
20,463
-328
| -2% | -$53.7K |
|
87
Vertex Pharmaceuticals
VRTX
$130B
| $3.07M | 0.06% |
7,613
-115
| -1% | -$53.3K |
|
88
AbbVie
ABBV
$465B
| $3.06M | 0.06% |
17,205
-9,798
| -36% | -$1.8M |
|
89
EOG Resources
EOG
$80.6B
| $2.98M | 0.06% |
24,348
-436
| -2% | -$55.7K |
|
90
Wells Fargo
WFC
$271B
| $2.98M | 0.06% |
42,419
-888
| -2% | -$60.6K |
|
91
Trimble
TRMB
$13.7B
| $2.98M | 0.06% |
42,139
-794
| -2% | -$54K |
|
92
Cintas
CTAS
$79.6B
| $2.96M | 0.06% |
16,228
-280
| -2% | -$58.9K |
|
93
Datadog
DDOG
$82.7B
| $2.94M | 0.06% |
20,598
+8,969
| +77% | +$1.23M |
|
|
MRSH
94
Marsh
MRSH
$85.8B
| $2.94M | 0.06% |
13,845
-228
| -2% | -$50.6K |
|
95
Booz Allen Hamilton
BAH
$9.63B
| $2.86M | 0.05% |
22,200
-314
| -1% | -$48.8K |
|
96
McDonald's
MCD
$179B
| $2.83M | 0.05% |
9,766
-1,277
| -12% | -$381K |
|
97
Morgan Stanley
MS
$324B
| $2.82M | 0.05% |
22,416
+5,780
| +35% | +$712K |
|
98
Interactive Brokers
IBKR
$40.2B
| $2.7M | 0.05% |
61,088
+38,860
| +175% | +$1.64M |
|
|
99
Merck
MRK
$355B
| $2.6M | 0.05% |
26,138
-63,656
| -71% | -$6.56M |
|
100
MSCI
MSCI
$39.6B
| $2.6M | 0.05% |
4,326
-78
| -2% | -$46.8K |
|
Similar funds
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WCM
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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.