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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
IDXX icon
101
Idexx Laboratories
IDXX
$40.2B
$2.3M 0.05%
4,725
+123
+3% +$61.7K
NKE icon
102
Nike
NKE
$53.7B
$2.28M 0.05%
30,266
-29,735
-50% -$2.76M
EW icon
103
Edwards Lifesciences
EW
$49.4B
$2.24M 0.05%
24,300
+285
+1% +$25.2K
IBM icon
104
IBM
IBM
$234B
$2.18M 0.05%
12,602
-1,643
-12% -$285K
WDAY icon
105
Workday
WDAY
$46B
$2.18M 0.05%
9,743
-136
-1% -$32.7K
ACGL icon
106
Arch Capital
ACGL
$33.1B
$2.13M 0.05%
21,097
-2,719
-11% -$264K
IR icon
107
Ingersoll Rand
IR
$27.9B
$2.13M 0.05%
23,420
+17,643
+305% +$1.62M
DIS icon
108
Walt Disney
DIS
$184B
$2.11M 0.05%
21,240
-2,768
-12% -$298K
IQV icon
109
IQVIA
IQV
$44.4B
$2.1M 0.05%
9,928
+289
+3% +$65.7K
MSCI icon
110
MSCI
MSCI
$39.6B
$2.09M 0.05%
4,331
-70
-2% -$34.7K
KEYS icon
111
Keysight
KEYS
$53.3B
$2.03M 0.05%
14,879
-211
-1% -$30.8K
ANSS
112
DELISTED
Ansys
ANSS
$2.02M 0.05%
6,274
+123
+2% +$40.3K
ADP icon
113
Automatic Data Processing
ADP
$110B
$1.97M 0.05%
8,272
-1,070
-11% -$263K
LULU icon
114
lululemon athletica
LULU
$10.9B
$1.94M 0.05%
6,505
+9
+0.1% +$3.01K
AME icon
115
Ametek
AME
$53.8B
$1.88M 0.04%
11,257
+4,736
+73% +$818K
DHR icon
116
Danaher
DHR
$147B
$1.87M 0.04%
7,477
-964
-11% -$244K
PM icon
117
Philip Morris
PM
$303B
$1.86M 0.04%
18,393
-2,356
-11% -$230K
ANET icon
118
Arista Networks
ANET
$243B
$1.86M 0.04%
+21,268
New +$1.58M
LIN icon
119
Linde
LIN
$213B
$1.86M 0.04%
4,241
-543
-11% -$239K
REGN icon
120
Regeneron Pharmaceuticals
REGN
$79.7B
$1.84M 0.04%
1,747
-225
-11% -$218K
UNP icon
121
Union Pacific
UNP
$169B
$1.83M 0.04%
8,068
-1,045
-11% -$245K
C icon
122
Citigroup
C
$228B
$1.81M 0.04%
28,568
-3,691
-11% -$228K
AMGN icon
123
Amgen
AMGN
$203B
$1.81M 0.04%
5,785
-747
-11% -$219K
TJX icon
124
TJX Companies
TJX
$137B
$1.8M 0.04%
16,366
-6,473
-28% -$652K
SHW icon
125
Sherwin-Williams
SHW
$78.5B
$1.79M 0.04%
6,014
-785
-12% -$243K
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 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.