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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
PWR icon
151
Quanta Services
PWR
$92.2B
$1.49M 0.03%
4,992
+2,987
+149% +$790K
EQIX icon
152
Equinix
EQIX
$99.4B
$1.46M 0.03%
1,650
+44
+3% +$36K
TD icon
153
Toronto Dominion Bank
TD
$199B
$1.43M 0.03%
22,679
+610
+3% +$36.1K
SU icon
154
Suncor Energy
SU
$84.1B
$1.39M 0.03%
37,609
+917
+2% +$35.4K
TRV icon
155
Travelers Companies
TRV
$78.8B
$1.39M 0.03%
5,925
+160
+3% +$35.3K
AMT icon
156
American Tower
AMT
$82.8B
$1.37M 0.03%
5,889
+144
+3% +$31.9K
PEG icon
157
Public Service Enterprise Group
PEG
$35.1B
$1.35M 0.03%
15,152
+413
+3% +$33K
PSA icon
158
Public Storage
PSA
$55.4B
$1.35M 0.03%
3,709
+94
+3% +$30.5K
CNI icon
159
Canadian National Railway
CNI
$73.7B
$1.35M 0.03%
11,491
+310
+3% +$36.1K
DDOG icon
160
Datadog
DDOG
$82.7B
$1.34M 0.03%
11,629
+314
+3% +$36.7K
AMAT icon
161
Applied Materials
AMAT
$334B
$1.32M 0.03%
6,527
+189
+3% +$38.8K
CI icon
162
Cigna
CI
$76.3B
$1.31M 0.03%
3,788
+102
+3% +$35.1K
TGT icon
163
Target
TGT
$70.1B
$1.31M 0.03%
8,417
+226
+3% +$33.7K
CEG icon
164
Constellation Energy
CEG
$92.1B
$1.27M 0.03%
4,903
+212
+5% +$42.1K
DD icon
165
DuPont de Nemours
DD
$17.3B
$1.26M 0.02%
11,240
+307
+3% +$31.3K
IBM icon
166
IBM
IBM
$234B
$1.25M 0.02%
5,637
-6,965
-55% -$1.37M
ALL icon
167
Allstate
ALL
$65B
$1.25M 0.02%
6,567
+61
+0.9% +$10.8K
PGR icon
168
Progressive
PGR
$129B
$1.23M 0.02%
4,855
+131
+3% +$30.5K
COO icon
169
Cooper Companies
COO
$10.1B
$1.23M 0.02%
11,106
+328
+3% +$31.9K
DFS
170
DELISTED
Discover Financial Services
DFS
$1.21M 0.02%
8,641
+233
+3% +$31.3K
T icon
171
AT&T
T
$183B
$1.2M 0.02%
54,411
+1,466
+3% +$29.2K
DOV icon
172
Dover
DOV
$25.5B
$1.19M 0.02%
6,224
+168
+3% +$30.6K
APTV icon
173
Aptiv
APTV
$9.08B
$1.19M 0.02%
16,490
+445
+3% +$31.1K
ZS icon
174
Zscaler
ZS
$31.6B
$1.18M 0.02%
6,920
+207
+3% +$37.8K
BMY icon
175
Bristol-Myers Squibb
BMY
$130B
$1.18M 0.02%
22,850
+614
+3% +$28.8K
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 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.