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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
+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
CME icon
151
CME Group
CME
$98.9B
$1.46M 0.03%
6,303
-29,990
-83% -$6.9M
ABT icon
152
Abbott
ABT
$177B
$1.46M 0.03%
12,922
-360
-3% -$41.6K
LULU icon
153
lululemon athletica
LULU
$10.9B
$1.46M 0.03%
3,822
-51
-1% -$16.6K
MDT icon
154
Medtronic
MDT
$120B
$1.46M 0.03%
18,219
-589
-3% -$51K
COP icon
155
ConocoPhillips
COP
$170B
$1.45M 0.03%
14,586
-12,624
-46% -$1.34M
MDLZ icon
156
Mondelez International
MDLZ
$79.3B
$1.45M 0.03%
24,193
-760
-3% -$50.3K
DFS
157
DELISTED
Discover Financial Services
DFS
$1.44M 0.03%
8,299
-342
-4% -$56.1K
CSX icon
158
CSX Corp
CSX
$90.1B
$1.42M 0.03%
43,916
-1,225
-3% -$42K
IDXX icon
159
Idexx Laboratories
IDXX
$40.2B
$1.42M 0.03%
3,427
-1,370
-29% -$601K
YETI icon
160
Yeti Holdings
YETI
$2.88B
$1.4M 0.03%
36,413
-648
-2% -$25.7K
TRV icon
161
Travelers Companies
TRV
$78.8B
$1.39M 0.03%
5,751
-174
-3% -$43.4K
PFE icon
162
Pfizer
PFE
$157B
$1.38M 0.03%
52,018
-1,452
-3% -$39.4K
SHOP icon
163
Shopify
SHOP
$167B
$1.35M 0.03%
12,732
-380
-3% -$37K
GRMN
164
Garmin
GRMN
$53.8B
$1.34M 0.03%
6,489
-197
-3% -$38.6K
SU icon
165
Suncor Energy
SU
$84.1B
$1.31M 0.02%
36,589
-1,020
-3% -$39.2K
TKO icon
166
TKO Group
TKO
$13.9B
$1.29M 0.02%
9,076
-275
-3% -$35.9K
LPLA icon
167
LPL Financial
LPLA
$26.9B
$1.27M 0.02%
3,882
-150
-4% -$44.4K
CL icon
168
Colgate-Palmolive
CL
$69.4B
$1.25M 0.02%
13,800
+3,517
+34% +$336K
ALL icon
169
Allstate
ALL
$65B
$1.23M 0.02%
6,373
-194
-3% -$37.7K
IBM icon
170
IBM
IBM
$234B
$1.21M 0.02%
5,487
-150
-3% -$33.4K
T icon
171
AT&T
T
$183B
$1.2M 0.02%
52,810
-1,601
-3% -$36K
PLTR icon
172
Palantir
PLTR
$415B
$1.19M 0.02%
+15,699
New +$914K
TD icon
173
Toronto Dominion Bank
TD
$199B
$1.17M 0.02%
22,012
-667
-3% -$37.4K
DLR icon
174
Digital Realty Trust
DLR
$66.5B
$1.17M 0.02%
6,599
-216
-3% -$38.3K
GM icon
175
General Motors
GM
$74.9B
$1.14M 0.02%
21,392
-699
-3% -$36.6K
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 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.