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
BLK icon
126
Blackrock
BLK
$164B
$1.88M 0.04%
1,835
-56
-3% -$56.8K
PNC icon
127
PNC Financial Services
PNC
$96.1B
$1.88M 0.04%
9,746
+3,646
+60% +$717K
CSL icon
128
Carlisle Companies
CSL
$12.9B
$1.85M 0.03%
+5,011
New +$2.18M
UNP icon
129
Union Pacific
UNP
$169B
$1.84M 0.03%
8,054
-204
-2% -$48.3K
MAR icon
130
Marriott International
MAR
$87.9B
$1.81M 0.03%
6,501
-180
-3% -$49.4K
LIN icon
131
Linde
LIN
$213B
$1.77M 0.03%
4,231
-109
-3% -$49.7K
TMUS icon
132
T-Mobile US
TMUS
$194B
$1.77M 0.03%
8,012
-216
-3% -$49.1K
CSGP icon
133
CoStar Group
CSGP
$12.8B
$1.72M 0.03%
24,018
-467
-2% -$35.3K
DHR icon
134
Danaher
DHR
$147B
$1.71M 0.03%
7,470
-189
-2% -$46.4K
POOL icon
135
Pool Corp
POOL
$6.06B
$1.71M 0.03%
5,025
-96
-2% -$35K
HWM icon
136
Howmet Aerospace
HWM
$89.6B
$1.7M 0.03%
15,524
-369
-2% -$40.4K
KEYS icon
137
Keysight
KEYS
$53.3B
$1.67M 0.03%
10,424
-280
-3% -$45.1K
GE icon
138
GE Aerospace
GE
$319B
$1.67M 0.03%
10,035
-278
-3% -$49.6K
LOW icon
139
Lowe's Companies
LOW
$109B
$1.67M 0.03%
6,749
-172
-2% -$45.9K
CB icon
140
Chubb
CB
$132B
$1.66M 0.03%
6,004
-160
-3% -$45.4K
CMCSA icon
141
Comcast
CMCSA
$86.7B
$1.63M 0.03%
43,558
-1,120
-3% -$46.5K
TREX icon
142
Trex
TREX
$4.44B
$1.6M 0.03%
23,215
-632
-3% -$44.5K
GILD icon
143
Gilead Sciences
GILD
$181B
$1.6M 0.03%
17,331
-491
-3% -$44.2K
VZ icon
144
Verizon
VZ
$214B
$1.53M 0.03%
38,304
-1,279
-3% -$54K
PCAR icon
145
PACCAR
PCAR
$64.5B
$1.53M 0.03%
14,683
-517
-3% -$56.6K
EQIX icon
146
Equinix
EQIX
$99.4B
$1.51M 0.03%
1,599
-51
-3% -$46.9K
AMGN icon
147
Amgen
AMGN
$203B
$1.5M 0.03%
5,749
-179
-3% -$53.1K
UPS icon
148
United Parcel Service
UPS
$87.1B
$1.5M 0.03%
11,857
-349
-3% -$45.9K
VLTO icon
149
Veralto
VLTO
$23.3B
$1.49M 0.03%
14,594
+4,890
+50% +$521K
SO icon
150
Southern Company
SO
$98.9B
$1.48M 0.03%
17,975
-582
-3% -$51.1K
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 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.