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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
SHW icon
101
Sherwin-Williams
SHW
$89.8B
$2.36M 0.06%
6,799
-259
-4% -$82.5K
KEYS icon
102
Keysight
KEYS
$58.3B
$2.36M 0.06%
15,090
-464
-3% -$71.4K
ADP icon
103
Automatic Data Processing
ADP
$108B
$2.33M 0.06%
9,342
-356
-4% -$87K
TJX icon
104
TJX Companies
TJX
$178B
$2.32M 0.06%
22,839
-871
-4% -$84.4K
EW icon
105
Edwards Lifesciences
EW
$51.7B
$2.29M 0.06%
24,015
-645
-3% -$54.2K
UNP icon
106
Union Pacific
UNP
$174B
$2.24M 0.06%
9,113
-346
-4% -$85.1K
CSGP icon
107
CoStar Group
CSGP
$12.3B
$2.24M 0.06%
23,184
-687
-3% -$59.1K
LIN icon
108
Linde
LIN
$226B
$2.22M 0.06%
4,784
-194
-4% -$84K
INTC icon
109
Intel
INTC
$513B
$2.22M 0.06%
50,278
-1,982
-4% -$88.3K
TREX icon
110
Trex
TREX
$5.01B
$2.21M 0.06%
22,153
-571
-3% -$50.8K
ACGL icon
111
Arch Capital
ACGL
$33.6B
$2.2M 0.06%
23,816
-969
-4% -$81.9K
WSC icon
112
WillScot Mobile Mini Holdings
WSC
$4.41B
$2.19M 0.06%
47,099
-1,324
-3% -$61.5K
CTAS icon
113
Cintas
CTAS
$81.3B
$2.18M 0.06%
12,684
-5,096
-29% -$785K
ANSS
114
DELISTED
Ansys
ANSS
$2.14M 0.06%
6,151
-1,042
-14% -$353K
CMCSA icon
115
Comcast
CMCSA
$90B
$2.13M 0.06%
49,237
-1,940
-4% -$83.7K
LPLA icon
116
LPL Financial
LPLA
$28.6B
$2.11M 0.05%
7,983
-191
-2% -$48.2K
DHR icon
117
Danaher
DHR
$144B
$2.11M 0.05%
8,441
-333
-4% -$81.3K
PCAR icon
118
PACCAR
PCAR
$70.1B
$2.07M 0.05%
16,681
-657
-4% -$70.6K
C icon
119
Citigroup
C
$226B
$2.04M 0.05%
32,259
-1,269
-4% -$70.6K
CSCO icon
120
Cisco
CSCO
$479B
$2.02M 0.05%
40,453
-1,594
-4% -$79.5K
UPS icon
121
United Parcel Service
UPS
$88.9B
$1.99M 0.05%
13,413
-530
-4% -$80.6K
GE icon
122
GE Aerospace
GE
$384B
$1.98M 0.05%
14,140
-623
-4% -$73.4K
POOL icon
123
Pool Corp
POOL
$7.5B
$1.98M 0.05%
4,904
+454
+10% +$177K
TDG icon
124
TransDigm Group
TDG
$67.7B
$1.95M 0.05%
1,585
-61
-4% -$68.7K
LOW icon
125
Lowe's Companies
LOW
$125B
$1.94M 0.05%
7,635
-301
-4% -$69.2K
3 4
5
6 7

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IWM
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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.