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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
CSGP icon
126
CoStar Group
CSGP
$12.5B
$1.78M 0.04%
24,058
+874
+4% +$74.1K
RY icon
127
Royal Bank of Canada
RY
$283B
$1.77M 0.04%
+16,663
New +$1.71M
TREX icon
128
Trex
TREX
$4.39B
$1.73M 0.04%
23,347
+1,194
+5% +$104K
CMCSA icon
129
Comcast
CMCSA
$86.7B
$1.71M 0.04%
43,645
-5,592
-11% -$219K
CSCO icon
130
Cisco
CSCO
$437B
$1.7M 0.04%
35,860
-4,593
-11% -$218K
WELL icon
131
Welltower
WELL
$170B
$1.7M 0.04%
16,287
-2,103
-11% -$206K
DE icon
132
Deere & Co
DE
$183B
$1.68M 0.04%
4,509
+1,277
+40% +$498K
WSC icon
133
WillScot Mobile Mini Holdings
WSC
$3.29B
$1.63M 0.04%
43,283
-3,816
-8% -$151K
UPS icon
134
United Parcel Service
UPS
$85.7B
$1.63M 0.04%
11,891
-1,522
-11% -$218K
GS icon
135
Goldman Sachs
GS
$282B
$1.61M 0.04%
3,559
-459
-11% -$201K
GE icon
136
GE Aerospace
GE
$324B
$1.6M 0.04%
10,040
-4,100
-29% -$655K
MDLZ icon
137
Mondelez International
MDLZ
$79.6B
$1.6M 0.04%
24,376
-3,122
-11% -$214K
VZ icon
138
Verizon
VZ
$213B
$1.59M 0.04%
38,564
-4,984
-11% -$201K
MS icon
139
Morgan Stanley
MS
$323B
$1.58M 0.04%
16,207
-2,094
-11% -$199K
MAR icon
140
Marriott International
MAR
$88.2B
$1.57M 0.04%
6,509
-840
-11% -$202K
POOL icon
141
Pool Corp
POOL
$6.19B
$1.55M 0.04%
5,036
+132
+3% +$47.8K
CB icon
142
Chubb
CB
$132B
$1.53M 0.04%
6,014
-776
-11% -$199K
PCAR icon
143
PACCAR
PCAR
$64B
$1.52M 0.04%
14,773
-1,908
-11% -$210K
AMAT icon
144
Applied Materials
AMAT
$337B
$1.5M 0.03%
+6,338
New +$1.36M
LOW icon
145
Lowe's Companies
LOW
$110B
$1.49M 0.03%
6,762
-873
-11% -$199K
CSX icon
146
CSX Corp
CSX
$89.2B
$1.47M 0.03%
44,040
-5,640
-11% -$192K
BLK icon
147
Blackrock
BLK
$164B
$1.47M 0.03%
1,868
-206
-10% -$161K
DDOG icon
148
Datadog
DDOG
$83.8B
$1.47M 0.03%
11,315
-1,451
-11% -$176K
PFE icon
149
Pfizer
PFE
$157B
$1.46M 0.03%
52,165
-6,742
-11% -$186K
MDT icon
150
Medtronic
MDT
$120B
$1.44M 0.03%
18,350
-2,370
-11% -$194K
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 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.