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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
Cap. Flow
+$678M
Cap. Flow %
17.6%
Top 10 Hldgs %
76.62%
Holding
265
New
7
Increased
42
Reduced
213
Closed
2

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$278M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$257M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$124M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$69.3M
5
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$44.4M

Top Sells

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$156M
2
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$16.2M
3
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$15.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.5M
5
IEMG icon
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
SO icon
151
Southern Company
SO
$107B
$1.46M 0.04%
20,332
-895
-4% -$61.8K
ZS icon
152
Zscaler
ZS
$27.3B
$1.45M 0.04%
7,539
-332
-4% -$74.3K
APTV icon
153
Aptiv
APTV
$10.3B
$1.44M 0.04%
18,018
-8,380
-32% -$676K
GILD icon
154
Gilead Sciences
GILD
$165B
$1.43M 0.04%
19,544
-862
-4% -$66.3K
ECL icon
155
Ecolab
ECL
$79.9B
$1.42M 0.04%
6,131
+1,899
+45% +$403K
NUE icon
156
Nucor
NUE
$62.1B
$1.4M 0.04%
7,073
-312
-4% -$57K
MU icon
157
Micron Technology
MU
$991B
$1.39M 0.04%
11,805
-520
-4% -$47.1K
LECO icon
158
Lincoln Electric
LECO
$15.4B
$1.36M 0.04%
5,315
-235
-4% -$55.5K
BMY icon
159
Bristol-Myers Squibb
BMY
$132B
$1.35M 0.04%
24,971
-1,100
-4% -$56K
YETI icon
160
Yeti Holdings
YETI
$3.95B
$1.35M 0.03%
34,911
-717
-2% -$30.3K
COR icon
161
Cencora
COR
$61.2B
$1.34M 0.03%
5,529
-243
-4% -$55.9K
HON icon
162
Honeywell
HON
$78B
$1.34M 0.03%
6,918
-304
-4% -$57.2K
DE icon
163
Deere & Co
DE
$168B
$1.33M 0.03%
3,232
-143
-4% -$54.8K
ELV icon
164
Elevance Health
ELV
$85.5B
$1.28M 0.03%
2,472
-110
-4% -$54.7K
AMT icon
165
American Tower
AMT
$80.4B
$1.28M 0.03%
6,458
-286
-4% -$57K
COO icon
166
Cooper Companies
COO
$14.5B
$1.26M 0.03%
12,464
-200
-2% -$19.4K
ALL icon
167
Allstate
ALL
$67.5B
$1.24M 0.03%
7,175
-316
-4% -$49.9K
DFS
168
DELISTED
Discover Financial Services
DFS
$1.24M 0.03%
9,442
-417
-4% -$47.8K
DOV icon
169
Dover
DOV
$28.4B
$1.21M 0.03%
6,817
-299
-4% -$48.1K
ENTG icon
170
Entegris
ENTG
$23.2B
$1.2M 0.03%
8,532
-378
-4% -$48.3K
AME icon
171
Ametek
AME
$58.2B
$1.19M 0.03%
6,521
-287
-4% -$49.4K
DD icon
172
DuPont de Nemours
DD
$19.2B
$1.18M 0.03%
12,310
-541
-4% -$48.1K
PSA icon
173
Public Storage
PSA
$61.3B
$1.18M 0.03%
4,061
-179
-4% -$51.3K
SCHW
174
Charles Schwab
SCHW
$187B
$1.16M 0.03%
16,059
-706
-4% -$46.5K
AON icon
175
Aon
AON
$76B
$1.15M 0.03%
3,448
-151
-4% -$46.8K
5 6
7
8 9

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AI
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NCM
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DT
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IWM
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CW
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BG
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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.