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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
LOW icon
126
Lowe's Companies
LOW
$109B
$1.87M 0.04%
6,921
+159
+2% +$38.5K
CMCSA icon
127
Comcast
CMCSA
$86.7B
$1.87M 0.04%
44,678
+1,033
+2% +$40.8K
CSGP icon
128
CoStar Group
CSGP
$12.8B
$1.85M 0.04%
24,485
+427
+2% +$32.4K
MDLZ icon
129
Mondelez International
MDLZ
$79.3B
$1.84M 0.04%
24,953
+577
+2% +$40.6K
C icon
130
Citigroup
C
$228B
$1.83M 0.04%
29,244
+676
+2% +$41.8K
GS icon
131
Goldman Sachs
GS
$284B
$1.8M 0.04%
3,643
+84
+2% +$41.1K
BLK icon
132
Blackrock
BLK
$164B
$1.8M 0.04%
1,891
+23
+1% +$19.9K
VZ icon
133
Verizon
VZ
$214B
$1.78M 0.03%
39,583
+1,019
+3% +$42.5K
CB icon
134
Chubb
CB
$132B
$1.78M 0.03%
6,164
+150
+2% +$41.1K
MS icon
135
Morgan Stanley
MS
$324B
$1.73M 0.03%
16,636
+429
+3% +$43.2K
KEYS icon
136
Keysight
KEYS
$53.3B
$1.7M 0.03%
10,704
-4,175
-28% -$594K
TMUS icon
137
T-Mobile US
TMUS
$194B
$1.7M 0.03%
8,228
+202
+3% +$38.7K
MDT icon
138
Medtronic
MDT
$120B
$1.69M 0.03%
18,808
+458
+2% +$38.5K
SO icon
139
Southern Company
SO
$98.9B
$1.67M 0.03%
18,557
+453
+3% +$38.7K
UPS icon
140
United Parcel Service
UPS
$87.1B
$1.66M 0.03%
12,206
+315
+3% +$41.4K
MAR icon
141
Marriott International
MAR
$87.9B
$1.66M 0.03%
6,681
+172
+3% +$40.1K
WSC icon
142
WillScot Mobile Mini Holdings
WSC
$3.27B
$1.66M 0.03%
44,107
+824
+2% +$31.4K
HWM icon
143
Howmet Aerospace
HWM
$89.6B
$1.59M 0.03%
15,893
+3,350
+27% +$302K
TREX icon
144
Trex
TREX
$4.44B
$1.59M 0.03%
23,847
+500
+2% +$35.1K
CSX icon
145
CSX Corp
CSX
$90.1B
$1.56M 0.03%
45,141
+1,101
+3% +$37.4K
PFE icon
146
Pfizer
PFE
$157B
$1.55M 0.03%
53,470
+1,305
+3% +$38.1K
YETI icon
147
Yeti Holdings
YETI
$2.88B
$1.52M 0.03%
37,061
+184
+0.5% +$7.22K
ABT icon
148
Abbott
ABT
$177B
$1.51M 0.03%
13,282
+324
+3% +$35.5K
PCAR icon
149
PACCAR
PCAR
$64.5B
$1.5M 0.03%
15,200
+427
+3% +$41.8K
GILD icon
150
Gilead Sciences
GILD
$181B
$1.49M 0.03%
17,822
+117
+0.7% +$8.93K
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 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.