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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
(+20%)
Cap. Flow
+$678M
Cap. Flow
% of AUM
17.6%
Top 10 Holdings %
Top 10 Hldgs %
76.62%
Holding
265
New
7
Increased
42
Reduced
213
Closed
2
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$278M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$257M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$124M |
| 4 |
iShares TIPS Bond ETF
TIP
|
+$69.3M |
| 5 |
iShares S&P GSCI Commodity-Indexed Trust
GSG
|
+$44.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$156M |
| 2 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$16.2M |
| 3 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
+$15.2M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$10.5M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Mondelez International
MDLZ
$79.9B
| $1.92M | 0.05% |
27,498
-1,083
| -4% | -$79.1K |
|
127
HCA Healthcare
HCA
$89.5B
| $1.9M | 0.05% |
5,709
-226
| -4% | -$69.1K |
|
128
Philip Morris
PM
$295B
| $1.9M | 0.05% |
20,749
-817
| -4% | -$75.3K |
|
129
RTX Corp
RTX
$301B
| $1.9M | 0.05% |
19,461
-766
| -4% | -$69.1K |
|
130
Regeneron Pharmaceuticals
REGN
$80.8B
| $1.9M | 0.05% |
1,972
-79
| -4% | -$75.1K |
|
131
Amgen
AMGN
$222B
| $1.86M | 0.05% |
6,532
-263
| -4% | -$77K |
|
132
Marriott International
MAR
$92.3B
| $1.85M | 0.05% |
7,349
-291
| -4% | -$70.5K |
|
133
CSX Corp
CSX
$93.1B
| $1.84M | 0.05% |
49,680
-1,957
| -4% | -$71.4K |
|
134
Verizon
VZ
$196B
| $1.83M | 0.05% |
43,548
-1,713
| -4% | -$69.1K |
|
135
Medtronic
MDT
$112B
| $1.81M | 0.05% |
20,720
-815
| -4% | -$69.6K |
|
136
Chubb
CB
$135B
| $1.76M | 0.05% |
6,790
-268
| -4% | -$65.9K |
|
137
Blackrock
BLK
$176B
| $1.73M | 0.04% |
2,074
-82
| -4% | -$65.9K |
|
138
Morgan Stanley
MS
$340B
| $1.72M | 0.04% |
18,301
-720
| -4% | -$63.4K |
|
139
Welltower
WELL
$171B
| $1.72M | 0.04% |
18,390
-724
| -4% | -$65.6K |
|
140
Goldman Sachs
GS
$303B
| $1.68M | 0.04% |
4,018
-157
| -4% | -$60.9K |
|
141
Abbott
ABT
$187B
| $1.66M | 0.04% |
14,617
-577
| -4% | -$66.1K |
|
142
Target
TGT
$68B
| $1.64M | 0.04% |
9,259
-364
| -4% | -$55.4K |
|
143
Pfizer
PFE
$153B
| $1.63M | 0.04% |
58,907
-2,318
| -4% | -$64.3K |
|
144
Datadog
DDOG
$84B
| $1.58M | 0.04% |
12,766
-503
| -4% | -$63.2K |
|
145
CVS Health
CVS
$122B
| $1.55M | 0.04% |
19,375
-763
| -4% | -$58.3K |
|
146
Cigna
CI
$74.6B
| $1.5M | 0.04% |
4,140
-182
| -4% | -$59.9K |
|
147
Travelers Companies
TRV
$80.2B
| $1.5M | 0.04% |
6,517
-255
| -4% | -$54.5K |
|
148
Equinix
EQIX
$103B
| $1.49M | 0.04% |
1,802
-79
| -4% | -$66.5K |
|
149
Boeing
BA
$185B
| $1.47M | 0.04% |
7,633
-337
| -4% | -$69.2K |
|
150
T-Mobile US
TMUS
$190B
| $1.47M | 0.04% |
9,014
-397
| -4% | -$64.6K |
|
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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.