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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
BIIB icon
151
Biogen
BIIB
$31.9B
$1.19M 0.03%
4,619
-61
-1% -$16.3K
ELV icon
152
Elevance Health
ELV
$90.6B
$1.18M 0.03%
2,717
-37
-1% -$16.8K
PSA icon
153
Public Storage
PSA
$55.4B
$1.17M 0.03%
4,453
-61
-1% -$17.1K
REGN icon
154
Regeneron Pharmaceuticals
REGN
$79.7B
$1.17M 0.03%
1,425
-824
-37% -$648K
BSX icon
155
Boston Scientific
BSX
$63.6B
$1.17M 0.03%
22,179
-333
-1% -$17.5K
AMT icon
156
American Tower
AMT
$82.8B
$1.16M 0.03%
7,076
-103
-1% -$18.8K
TRV icon
157
Travelers Companies
TRV
$78.8B
$1.16M 0.03%
7,099
-106
-1% -$17.7K
TGT icon
158
Target
TGT
$70.1B
$1.12M 0.03%
10,087
-145
-1% -$18.4K
PH icon
159
Parker-Hannifin
PH
$117B
$1.1M 0.03%
2,812
+835
+42% +$336K
COR icon
160
Cencora
COR
$61.7B
$1.07M 0.03%
5,951
-190
-3% -$35.1K
WMB icon
161
Williams Companies
WMB
$87.6B
$1.07M 0.03%
31,629
-474
-1% -$16.2K
SHLS icon
162
Shoals Technologies Group
SHLS
$1.19B
$1.06M 0.03%
58,147
-652
-1% -$14.5K
MO icon
163
Altria Group
MO
$117B
$1.06M 0.03%
25,236
-379
-1% -$16.7K
COO icon
164
Cooper Companies
COO
$10.1B
$1.06M 0.03%
13,296
-188
-1% -$17.3K
LECO icon
165
Lincoln Electric
LECO
$13.8B
$1.06M 0.03%
+5,806
New +$1.11M
AME icon
166
Ametek
AME
$53.8B
$1.05M 0.03%
7,135
-106
-1% -$16.6K
DOV icon
167
Dover
DOV
$25.5B
$1.04M 0.03%
7,458
-112
-1% -$16.2K
PEG icon
168
Public Service Enterprise Group
PEG
$35.1B
$1.03M 0.03%
18,157
-272
-1% -$16.7K
SBUX icon
169
Starbucks
SBUX
$110B
$1.01M 0.03%
11,051
-165
-1% -$16.2K
DUK icon
170
Duke Energy
DUK
$91.8B
$1.01M 0.03%
11,408
-158
-1% -$14.5K
EL icon
171
Estee Lauder
EL
$34.8B
$996K 0.03%
6,887
-2,898
-30% -$483K
DLR icon
172
Digital Realty Trust
DLR
$66.5B
$989K 0.03%
8,169
-78
-0.9% -$9.58K
DVN icon
173
Devon Energy
DVN
$56.5B
$987K 0.03%
20,685
-279
-1% -$14K
T icon
174
AT&T
T
$183B
$981K 0.03%
65,339
-810
-1% -$11.9K
SCHW
175
Charles Schwab
SCHW
$186B
$966K 0.03%
17,594
-243
-1% -$14.7K
5 6
7
8 9

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.