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
+0.53%
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
TMUS icon
151
T-Mobile US
TMUS
$193B
$1.41M 0.03%
8,026
-988
-11% -$166K
YETI icon
152
Yeti Holdings
YETI
$2.92B
$1.41M 0.03%
36,877
+1,966
+6% +$76.5K
SO icon
153
Southern Company
SO
$99.6B
$1.4M 0.03%
18,104
-2,228
-11% -$169K
SU icon
154
Suncor Energy
SU
$82.8B
$1.4M 0.03%
+36,692
New +$1.42M
MU icon
155
Micron Technology
MU
$1.05T
$1.38M 0.03%
10,503
-1,302
-11% -$164K
INTC icon
156
Intel
INTC
$535B
$1.38M 0.03%
44,571
-5,707
-11% -$187K
ABT icon
157
Abbott
ABT
$178B
$1.35M 0.03%
12,958
-1,659
-11% -$176K
CNI icon
158
Canadian National Railway
CNI
$72.3B
$1.32M 0.03%
+11,181
New +$1.4M
ZS icon
159
Zscaler
ZS
$31.3B
$1.29M 0.03%
6,713
-826
-11% -$147K
CI icon
160
Cigna
CI
$75.6B
$1.22M 0.03%
3,686
-454
-11% -$157K
EQIX icon
161
Equinix
EQIX
$101B
$1.22M 0.03%
1,606
-196
-11% -$149K
GILD icon
162
Gilead Sciences
GILD
$183B
$1.21M 0.03%
17,705
-1,839
-9% -$123K
TD icon
163
Toronto Dominion Bank
TD
$199B
$1.21M 0.03%
+22,069
New +$1.25M
TGT icon
164
Target
TGT
$70.3B
$1.21M 0.03%
8,191
-1,068
-12% -$168K
ELV icon
165
Elevance Health
ELV
$90.7B
$1.19M 0.03%
2,203
-269
-11% -$142K
TRV icon
166
Travelers Companies
TRV
$79.2B
$1.17M 0.03%
5,765
-752
-12% -$162K
APTV icon
167
Aptiv
APTV
$9.11B
$1.13M 0.03%
16,045
-1,973
-11% -$152K
AMT icon
168
American Tower
AMT
$83.4B
$1.12M 0.03%
5,745
-713
-11% -$133K
COR icon
169
Cencora
COR
$61.2B
$1.11M 0.03%
4,913
-616
-11% -$143K
DD icon
170
DuPont de Nemours
DD
$17.5B
$1.1M 0.03%
10,933
-1,377
-11% -$135K
DFS
171
DELISTED
Discover Financial Services
DFS
$1.1M 0.03%
8,408
-1,034
-11% -$129K
DOV icon
172
Dover
DOV
$25.5B
$1.09M 0.03%
6,056
-761
-11% -$136K
PEG icon
173
Public Service Enterprise Group
PEG
$35.2B
$1.09M 0.03%
14,739
-1,854
-11% -$132K
GRMN
174
Garmin
GRMN
$53.7B
$1.08M 0.03%
6,625
-743
-10% -$117K
SCHW
175
Charles Schwab
SCHW
$184B
$1.05M 0.02%
14,270
-1,789
-11% -$132K
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 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.