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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
+7%
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
$5.09B
AUM Growth
+$771M
Cap. Flow
+$160M
Cap. Flow %
3.14%
Top 10 Hldgs %
82.71%
Holding
279
New
5
Increased
207
Reduced
54
Closed
10

Top Buys

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$257M
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$166M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$101M
4
JPM icon
JPMorgan Chase
JPM
+$7.76M
5
WMT icon
Walmart Inc
WMT
+$5.49M

Top Sells

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$158M
2
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$57.4M
3
BKLN icon
Invesco Senior Loan ETF
BKLN
+$37.4M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$35M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$33.2M

Sector Composition

Rank Sector Weight
1 Miscellaneous 80.6%
2 Technology 6.75%
3 Healthcare 2.57%
4 Financials 2.47%
5 Communication Services 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USHY icon
101
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.2B
$2.42M 0.05%
64,300
-947,800
-94% -$35M
ACGL icon
102
Arch Capital
ACGL
$33.1B
$2.42M 0.05%
21,610
+513
+2% +$53.4K
IQV icon
103
IQVIA
IQV
$44.4B
$2.39M 0.05%
10,068
+140
+1% +$33K
USRT icon
104
iShares Core US REIT ETF
USRT
$4.38B
$2.38M 0.05%
38,700
-256,700
-87% -$15M
IR icon
105
Ingersoll Rand
IR
$27.9B
$2.35M 0.05%
23,991
+571
+2% +$53.1K
SHW icon
106
Sherwin-Williams
SHW
$78.5B
$2.35M 0.05%
6,161
+147
+2% +$51.3K
ADP icon
107
Automatic Data Processing
ADP
$110B
$2.34M 0.05%
8,466
+194
+2% +$50.7K
PM icon
108
Philip Morris
PM
$303B
$2.29M 0.04%
18,827
+434
+2% +$50.4K
MELI icon
109
Mercado Libre
MELI
$92.7B
$2.26M 0.04%
+1,100
New +$2.07M
WELL icon
110
Welltower
WELL
$168B
$2.13M 0.04%
16,672
+385
+2% +$44.9K
DHR icon
111
Danaher
DHR
$147B
$2.13M 0.04%
7,659
+182
+2% +$48.2K
RY icon
112
Royal Bank of Canada
RY
$283B
$2.13M 0.04%
17,056
+393
+2% +$45.1K
DIS icon
113
Walt Disney
DIS
$184B
$2.09M 0.04%
21,758
+518
+2% +$47.7K
LIN icon
114
Linde
LIN
$213B
$2.07M 0.04%
4,340
+99
+2% +$45.2K
UNP icon
115
Union Pacific
UNP
$169B
$2.04M 0.04%
8,258
+190
+2% +$46.1K
ANSS
116
DELISTED
Ansys
ANSS
$2.03M 0.04%
6,385
+111
+2% +$35.3K
APH icon
117
Amphenol
APH
$191B
$2.03M 0.04%
+62,410
New +$2.02M
NKE icon
118
Nike
NKE
$53.7B
$2.02M 0.04%
22,825
-7,441
-25% -$584K
AME icon
119
Ametek
AME
$53.8B
$1.98M 0.04%
11,523
+266
+2% +$44.4K
TJX icon
120
TJX Companies
TJX
$137B
$1.97M 0.04%
16,767
+401
+2% +$46K
CSCO icon
121
Cisco
CSCO
$434B
$1.95M 0.04%
36,707
+847
+2% +$41.2K
GE icon
122
GE Aerospace
GE
$319B
$1.94M 0.04%
10,313
+273
+3% +$46.3K
POOL icon
123
Pool Corp
POOL
$6.06B
$1.93M 0.04%
5,121
+85
+2% +$29.4K
DE icon
124
Deere & Co
DE
$184B
$1.93M 0.04%
4,620
+111
+2% +$41.9K
AMGN icon
125
Amgen
AMGN
$203B
$1.91M 0.04%
5,928
+143
+2% +$46.8K
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 2024 Portfolio in Review

As of Q3 2024, Sumitomo Life Insurance held 279 positions worth $5.09B, up 18% from $4.32B the previous quarter. Its ten largest holdings account for 83% of the portfolio.

Sumitomo Life Insurance deployed $160M of net new capital in Q3 2024, opening 5 new positions and adding to 207 existing holdings. Its largest new stake was iShares TIPS Bond ETF: 925,136 shares worth $102M.

By sector, the portfolio is most concentrated in Miscellaneous at 81% of assets, up from 80% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Invesco Senior Loan ETF, an estimated $37.4M trimmed.

  • Sumitomo Life Insurance's largest Q3 2024 buy was iShares TIPS Bond ETF: 925,136 shares worth $102M.
  • Sumitomo Life Insurance added most to iShares JPMorgan USD Emerging Markets Bond ETF in Q3 2024, an estimated $257M increase.
  • Sumitomo Life Insurance's biggest Q3 2024 reduction was Invesco Senior Loan ETF, cutting an estimated $37.4M.
  • Sumitomo Life Insurance fully exited Vanguard FTSE Emerging Markets ETF in Q3 2024, selling an estimated $158M.
  • Sumitomo Life Insurance's ten largest holdings make up 83% of its $5.09B portfolio in Q3 2024.
  • Sumitomo Life Insurance opened 5 new positions and closed 10 in Q3 2024.
  • Sumitomo Life Insurance's portfolio value rose 18% quarter-over-quarter to $5.09B.

Based on Sumitomo Life Insurance's 13F filing for Q3 2024, filed 16 Oct 2024.