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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
WMB icon
176
Williams Companies
WMB
$86.1B
$1.13M 0.03%
28,904
-1,272
-4% -$45.2K
PEG icon
177
Public Service Enterprise Group
PEG
$37.7B
$1.11M 0.03%
16,593
-730
-4% -$44.7K
GM icon
178
General Motors
GM
$76.8B
$1.1M 0.03%
24,314
-860
-3% -$33.3K
GXO icon
179
GXO Logistics
GXO
$5.55B
$1.1M 0.03%
20,474
-929
-4% -$50.2K
GRMN
180
Garmin
GRMN
$60B
$1.1M 0.03%
7,368
-261
-3% -$34.4K
PNC icon
181
PNC Financial Services
PNC
$101B
$1.08M 0.03%
6,656
-293
-4% -$44.2K
SLB icon
182
SLB Ltd
SLB
$75B
$1.07M 0.03%
19,604
-864
-4% -$43.6K
DLR icon
183
Digital Realty Trust
DLR
$71.7B
$1.07M 0.03%
7,430
-327
-4% -$46.2K
DHI icon
184
D.R. Horton
DHI
$42.3B
$1.05M 0.03%
6,394
-226
-3% -$33.9K
T icon
185
AT&T
T
$163B
$1.05M 0.03%
59,519
-2,621
-4% -$44.8K
A icon
186
Agilent Technologies
A
$41.2B
$1.02M 0.03%
7,006
-247
-3% -$33.8K
CL icon
187
Colgate-Palmolive
CL
$74.4B
$1.02M 0.03%
11,317
-400
-3% -$33.9K
CCK icon
188
Crown Holdings
CCK
$13.1B
$1.02M 0.03%
12,822
-563
-4% -$46.1K
DUK icon
189
Duke Energy
DUK
$97.3B
$1.01M 0.03%
10,413
-458
-4% -$43.5K
MO icon
190
Altria Group
MO
$114B
$1.01M 0.03%
23,068
-1,015
-4% -$42.1K
ITW icon
191
Illinois Tool Works
ITW
$84.5B
$1M 0.03%
3,736
-164
-4% -$42.6K
ORLY icon
192
O'Reilly Automotive
ORLY
$76.3B
$997K 0.03%
13,245
-465
-3% -$32.5K
CEG icon
193
Constellation Energy
CEG
$95.6B
$985K 0.03%
5,329
-298
-5% -$42.3K
HWM icon
194
Howmet Aerospace
HWM
$112B
$965K 0.03%
14,107
-662
-4% -$40.6K
NSC icon
195
Norfolk Southern
NSC
$75.1B
$965K 0.03%
3,786
-134
-3% -$33.2K
PRU icon
196
Prudential Financial
PRU
$41.8B
$956K 0.02%
8,143
-289
-3% -$31.1K
DVN icon
197
Devon Energy
DVN
$47.3B
$953K 0.02%
18,993
-672
-3% -$29.8K
GIS icon
198
General Mills
GIS
$19.7B
$952K 0.02%
13,612
-481
-3% -$31.3K
USB icon
199
US Bancorp
USB
$99.6B
$943K 0.02%
21,085
-747
-3% -$31.5K
EA
200
DELISTED
Electronic Arts
EA
$931K 0.02%
7,016
-310
-4% -$42.5K
6 7
8
9 10

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IWM
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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.