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
PSA icon
176
Public Storage
PSA
$55.7B
$1.04M 0.02%
3,615
-446
-11% -$123K
ALL icon
177
Allstate
ALL
$65.1B
$1.04M 0.02%
6,506
-669
-9% -$112K
ENTG icon
178
Entegris
ENTG
$20.1B
$1.03M 0.02%
7,597
-935
-11% -$123K
CVS icon
179
CVS Health
CVS
$120B
$1.01M 0.02%
17,176
-2,199
-11% -$138K
T icon
180
AT&T
T
$183B
$1.01M 0.02%
52,945
-6,574
-11% -$114K
DLR icon
181
Digital Realty Trust
DLR
$67.3B
$1.01M 0.02%
6,616
-814
-11% -$117K
GM icon
182
General Motors
GM
$74.4B
$996K 0.02%
21,438
-2,876
-12% -$130K
NUE icon
183
Nucor
NUE
$60.1B
$994K 0.02%
6,291
-782
-11% -$136K
TKO icon
184
TKO Group
TKO
$14B
$983K 0.02%
9,101
-1,205
-12% -$122K
PGR icon
185
Progressive
PGR
$128B
$981K 0.02%
+4,724
New +$989K
HWM icon
186
Howmet Aerospace
HWM
$90.4B
$974K 0.02%
12,543
-1,564
-11% -$118K
CL icon
187
Colgate-Palmolive
CL
$69.8B
$969K 0.02%
9,985
-1,332
-12% -$123K
COO icon
188
Cooper Companies
COO
$10.4B
$941K 0.02%
10,778
-1,686
-14% -$157K
CEG icon
189
Constellation Energy
CEG
$92.2B
$939K 0.02%
4,691
-638
-12% -$130K
MO icon
190
Altria Group
MO
$117B
$933K 0.02%
20,485
-2,583
-11% -$115K
DUK icon
191
Duke Energy
DUK
$92.3B
$927K 0.02%
9,248
-1,165
-11% -$117K
BMY icon
192
Bristol-Myers Squibb
BMY
$131B
$923K 0.02%
22,236
-2,735
-11% -$122K
GXO icon
193
GXO Logistics
GXO
$5.29B
$921K 0.02%
18,231
-2,243
-11% -$113K
PNC icon
194
PNC Financial Services
PNC
$94.7B
$920K 0.02%
5,920
-736
-11% -$114K
AON icon
195
Aon
AON
$64.2B
$900K 0.02%
3,065
-383
-11% -$113K
LECO icon
196
Lincoln Electric
LECO
$13.9B
$893K 0.02%
4,732
-583
-11% -$127K
EA
197
DELISTED
Electronic Arts
EA
$871K 0.02%
6,248
-768
-11% -$101K
BIIB icon
198
Biogen
BIIB
$32B
$868K 0.02%
3,744
-461
-11% -$100K
CCK icon
199
Crown Holdings
CCK
$12.3B
$847K 0.02%
11,389
-1,433
-11% -$116K
PRU icon
200
Prudential Financial
PRU
$41.1B
$843K 0.02%
7,191
-952
-12% -$110K
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 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.