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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
GIS icon
176
General Mills
GIS
$19.6B
$946K 0.03%
14,783
-213
-1% -$15.1K
ITW icon
177
Illinois Tool Works
ITW
$76.5B
$945K 0.03%
4,102
-53
-1% -$12.9K
TKO icon
178
TKO Group
TKO
$13.9B
$943K 0.03%
+11,221
New +$1.04M
OXY icon
179
Occidental Petroleum
OXY
$63.5B
$931K 0.03%
14,342
-155
-1% -$9.75K
EA
180
DELISTED
Electronic Arts
EA
$929K 0.03%
7,716
-94
-1% -$11.8K
SRE icon
181
Sempra
SRE
$53.1B
$921K 0.03%
13,539
-299
-2% -$21.6K
FDX icon
182
FedEx
FDX
$73B
$910K 0.03%
3,436
-43
-1% -$11.2K
DFS
183
DELISTED
Discover Financial Services
DFS
$899K 0.03%
10,382
-127
-1% -$12.6K
PNC icon
184
PNC Financial Services
PNC
$96.1B
$897K 0.03%
7,308
-94
-1% -$11.8K
MU icon
185
Micron Technology
MU
$1.05T
$882K 0.02%
12,964
-164
-1% -$11K
ENTG icon
186
Entegris
ENTG
$19.8B
$881K 0.02%
9,383
-114
-1% -$11.4K
ALL icon
187
Allstate
ALL
$65B
$878K 0.02%
7,885
-100
-1% -$10.9K
CL icon
188
Colgate-Palmolive
CL
$69.4B
$876K 0.02%
12,323
-156
-1% -$11.7K
ORLY icon
189
O'Reilly Automotive
ORLY
$68.9B
$874K 0.02%
14,430
-11,445
-44% -$718K
GM icon
190
General Motors
GM
$74.9B
$873K 0.02%
26,483
-285
-1% -$10.1K
MKC icon
191
McCormick & Company Non-Voting
MKC
$13.4B
$858K 0.02%
11,349
-153
-1% -$12.8K
ENPH icon
192
Enphase Energy
ENPH
$4.85B
$857K 0.02%
7,133
-136
-2% -$19.4K
A icon
193
Agilent Technologies
A
$42.4B
$853K 0.02%
7,628
-97
-1% -$11.6K
APD icon
194
Air Products & Chemicals
APD
$64.7B
$851K 0.02%
3,002
-39
-1% -$11.4K
GRMN
195
Garmin
GRMN
$53.8B
$845K 0.02%
8,034
-85
-1% -$8.94K
PRU icon
196
Prudential Financial
PRU
$41.2B
$843K 0.02%
8,881
-252
-3% -$23.8K
LYB icon
197
LyondellBasell Industries
LYB
$21.1B
$842K 0.02%
8,892
-93
-1% -$8.94K
VLO icon
198
Valero Energy
VLO
$114B
$834K 0.02%
5,888
-168
-3% -$22K
NSC icon
199
Norfolk Southern
NSC
$71.9B
$813K 0.02%
4,128
-45
-1% -$9.73K
GL icon
200
Globe Life
GL
$13.3B
$804K 0.02%
7,392
-102
-1% -$11.4K
6 7
8
9 10

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.