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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
HCA icon
126
HCA Healthcare
HCA
$91.8B
$1.54M 0.04%
6,244
-80
-1% -$21.9K
RTX icon
127
RTX Corp
RTX
$263B
$1.53M 0.04%
21,257
-283
-1% -$24.2K
CVS icon
128
CVS Health
CVS
$121B
$1.48M 0.04%
21,182
-275
-1% -$19.5K
BLK icon
129
Blackrock
BLK
$164B
$1.46M 0.04%
2,266
-30
-1% -$21K
TDG icon
130
TransDigm Group
TDG
$60B
$1.46M 0.04%
1,730
-23
-1% -$20.2K
C icon
131
Citigroup
C
$228B
$1.45M 0.04%
35,236
-455
-1% -$20K
ACGL icon
132
Arch Capital
ACGL
$33.1B
$1.45M 0.04%
18,133
-244
-1% -$19K
SO icon
133
Southern Company
SO
$98.9B
$1.45M 0.04%
22,329
-290
-1% -$20.1K
TREX icon
134
Trex
TREX
$4.44B
$1.44M 0.04%
23,437
+7,190
+44% +$493K
EQIX icon
135
Equinix
EQIX
$99.4B
$1.44M 0.04%
1,979
-26
-1% -$20.1K
GS icon
136
Goldman Sachs
GS
$284B
$1.42M 0.04%
4,385
-62
-1% -$20.7K
NFLX icon
137
Netflix
NFLX
$324B
$1.4M 0.04%
37,170
-510
-1% -$21.6K
TMUS icon
138
T-Mobile US
TMUS
$194B
$1.39M 0.04%
9,892
-137
-1% -$19K
GE icon
139
GE Aerospace
GE
$319B
$1.37M 0.04%
15,527
-209
-1% -$18.8K
DE icon
140
Deere & Co
DE
$184B
$1.34M 0.04%
3,547
-49
-1% -$20.2K
HON icon
141
Honeywell
HON
$64.5B
$1.32M 0.04%
7,594
-102
-1% -$18.7K
CI icon
142
Cigna
CI
$76.3B
$1.3M 0.04%
4,549
-2,213
-33% -$631K
PYPL icon
143
PayPal
PYPL
$46B
$1.29M 0.04%
22,029
-304
-1% -$19.8K
CHTR icon
144
Charter Communications
CHTR
$16.8B
$1.29M 0.04%
2,928
-42
-1% -$17.5K
ZS icon
145
Zscaler
ZS
$31.6B
$1.29M 0.04%
8,267
-127
-2% -$19K
DDOG icon
146
Datadog
DDOG
$82.7B
$1.27M 0.04%
13,957
-188
-1% -$18.6K
DD icon
147
DuPont de Nemours
DD
$17.3B
$1.26M 0.04%
13,469
-203
-1% -$19.1K
SLB icon
148
SLB Ltd
SLB
$80.4B
$1.25M 0.04%
21,465
-322
-1% -$18.7K
AON icon
149
Aon
AON
$64.6B
$1.23M 0.03%
3,781
-53
-1% -$17.5K
NUE icon
150
Nucor
NUE
$58.7B
$1.21M 0.03%
7,753
-112
-1% -$18.5K
4 5
6
7 8

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.