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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
AMGN icon
101
Amgen
AMGN
$203B
$1.92M 0.05%
7,142
-92
-1% -$23K
CSGP icon
102
CoStar Group
CSGP
$12.8B
$1.91M 0.05%
24,814
-247
-1% -$20.5K
SHW icon
103
Sherwin-Williams
SHW
$78.5B
$1.89M 0.05%
7,426
-96
-1% -$25.7K
QCOM icon
104
Qualcomm
QCOM
$201B
$1.86M 0.05%
16,760
-223
-1% -$25.9K
MDT icon
105
Medtronic
MDT
$120B
$1.77M 0.05%
22,632
-295
-1% -$24.7K
NEE icon
106
NextEra Energy
NEE
$169B
$1.77M 0.05%
30,938
-425
-1% -$29.4K
EW icon
107
Edwards Lifesciences
EW
$49.4B
$1.77M 0.05%
25,516
+833
+3% +$66.9K
LOW icon
108
Lowe's Companies
LOW
$109B
$1.73M 0.05%
8,339
-114
-1% -$25.6K
CSX icon
109
CSX Corp
CSX
$90.1B
$1.67M 0.05%
54,319
-705
-1% -$22.3K
WELL icon
110
Welltower
WELL
$168B
$1.65M 0.05%
20,087
-260
-1% -$21.4K
POOL icon
111
Pool Corp
POOL
$6.06B
$1.64M 0.05%
4,612
+2,419
+110% +$880K
MS icon
112
Morgan Stanley
MS
$324B
$1.63M 0.05%
19,989
-259
-1% -$22.5K
YETI icon
113
Yeti Holdings
YETI
$2.88B
$1.63M 0.05%
33,743
+13,199
+64% +$587K
WM icon
114
Waste Management
WM
$86.8B
$1.61M 0.05%
10,560
-137
-1% -$22.2K
BA icon
115
Boeing
BA
$166B
$1.61M 0.05%
8,384
-108
-1% -$23.6K
GILD icon
116
Gilead Sciences
GILD
$181B
$1.61M 0.05%
21,444
-279
-1% -$21.5K
ORCL icon
117
Oracle
ORCL
$404B
$1.61M 0.05%
15,164
-206
-1% -$23.8K
BMY icon
118
Bristol-Myers Squibb
BMY
$130B
$1.59M 0.04%
27,441
-7,355
-21% -$451K
CCK icon
119
Crown Holdings
CCK
$12.2B
$1.58M 0.04%
17,898
+1,032
+6% +$92.5K
MAR icon
120
Marriott International
MAR
$87.9B
$1.58M 0.04%
8,028
-109
-1% -$21.7K
CME icon
121
CME Group
CME
$98.9B
$1.56M 0.04%
7,792
-102
-1% -$20.3K
PCAR icon
122
PACCAR
PCAR
$64.5B
$1.55M 0.04%
18,220
-237
-1% -$20.2K
ABT icon
123
Abbott
ABT
$177B
$1.55M 0.04%
15,983
-207
-1% -$21.7K
CB icon
124
Chubb
CB
$132B
$1.54M 0.04%
7,418
-95
-1% -$19.2K
VZ icon
125
Verizon
VZ
$214B
$1.54M 0.04%
47,565
-615
-1% -$20.8K
3 4
5
6 7

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.