We are live on ! Find out more
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
Cap. Flow
+$223M
Cap. Flow %
4.21%
Top 10 Hldgs %
79.03%
Holding
277
New
8
Increased
50
Reduced
209
Closed
7

Top Buys

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$113M
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$97.7M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$58.1M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$39.4M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$34M

Top Sells

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$247M
2
UNH icon
UnitedHealth
UNH
+$8.93M
3
COST icon
Costco
COST
+$7.35M
4
CME icon
CME Group
CME
+$6.9M
5
MRK icon
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
CAT icon
101
Caterpillar
CAT
$360B
$2.58M 0.05%
7,117
-149
-2% -$57.8K
WDAY icon
102
Workday
WDAY
$46B
$2.51M 0.05%
9,723
-195
-2% -$49.8K
TDG icon
103
TransDigm Group
TDG
$60B
$2.47M 0.05%
1,951
-42
-2% -$55.3K
ADP icon
104
Automatic Data Processing
ADP
$110B
$2.43M 0.05%
8,291
-175
-2% -$51.7K
KO icon
105
Coca-Cola
KO
$382B
$2.43M 0.05%
38,965
-829
-2% -$54.1K
DIS icon
106
Walt Disney
DIS
$184B
$2.36M 0.04%
21,221
-537
-2% -$56.4K
ROK icon
107
Rockwell Automation
ROK
$46.3B
$2.32M 0.04%
8,135
-1,946
-19% -$547K
TXN icon
108
Texas Instruments
TXN
$241B
$2.27M 0.04%
12,089
-257
-2% -$51.4K
AVY icon
109
Avery Dennison
AVY
$13B
$2.26M 0.04%
12,095
-184
-1% -$37.5K
PM icon
110
Philip Morris
PM
$303B
$2.22M 0.04%
18,435
-392
-2% -$49.5K
REGN icon
111
Regeneron Pharmaceuticals
REGN
$79.7B
$2.22M 0.04%
3,112
-62
-2% -$52K
ADI icon
112
Analog Devices
ADI
$175B
$2.19M 0.04%
10,300
-3,396
-25% -$751K
CSCO icon
113
Cisco
CSCO
$434B
$2.12M 0.04%
35,800
-907
-2% -$51.8K
IR icon
114
Ingersoll Rand
IR
$27.9B
$2.12M 0.04%
23,400
-591
-2% -$58.8K
ANSS
115
DELISTED
Ansys
ANSS
$2.11M 0.04%
6,269
-116
-2% -$38.9K
PWR icon
116
Quanta Services
PWR
$92.2B
$2.06M 0.04%
6,509
+1,517
+30% +$488K
WELL icon
117
Welltower
WELL
$168B
$2.05M 0.04%
16,260
-412
-2% -$54.1K
SHW icon
118
Sherwin-Williams
SHW
$78.5B
$2.04M 0.04%
6,011
-150
-2% -$56K
AME icon
119
Ametek
AME
$53.8B
$2.03M 0.04%
11,239
-284
-2% -$51.7K
C icon
120
Citigroup
C
$228B
$2.01M 0.04%
28,510
-734
-3% -$49.5K
RY icon
121
Royal Bank of Canada
RY
$283B
$2M 0.04%
16,635
-421
-2% -$52K
TJX icon
122
TJX Companies
TJX
$137B
$1.98M 0.04%
16,352
-415
-2% -$49.5K
IQV icon
123
IQVIA
IQV
$44.4B
$1.95M 0.04%
9,904
-164
-2% -$34.6K
ACGL icon
124
Arch Capital
ACGL
$33.1B
$1.95M 0.04%
21,069
-541
-3% -$54.6K
DE icon
125
Deere & Co
DE
$184B
$1.91M 0.04%
4,506
-114
-2% -$48K
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 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.