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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
DOV icon
176
Dover
DOV
$25.5B
$1.13M 0.02%
6,041
-183
-3% -$35.8K
CNI icon
177
Canadian National Railway
CNI
$73.7B
$1.13M 0.02%
11,154
-337
-3% -$36.9K
PGR icon
178
Progressive
PGR
$129B
$1.13M 0.02%
4,713
-142
-3% -$35.7K
TGT icon
179
Target
TGT
$70.1B
$1.1M 0.02%
8,162
-255
-3% -$36.5K
COR icon
180
Cencora
COR
$61.7B
$1.1M 0.02%
4,901
-148
-3% -$34.8K
AON icon
181
Aon
AON
$64.6B
$1.1M 0.02%
3,060
-100
-3% -$36.8K
KLAC icon
182
KLA
KLAC
$220B
$1.1M 0.02%
17,410
-43,590
-71% -$2.95M
PSA icon
183
Public Storage
PSA
$55.4B
$1.08M 0.02%
3,600
-109
-3% -$36.2K
MO icon
184
Altria Group
MO
$117B
$1.07M 0.02%
20,439
-620
-3% -$33K
SCHW
185
Charles Schwab
SCHW
$186B
$1.05M 0.02%
14,233
-433
-3% -$32.4K
AMAT icon
186
Applied Materials
AMAT
$334B
$1.03M 0.02%
6,330
-197
-3% -$35.7K
CI icon
187
Cigna
CI
$76.3B
$1.01M 0.02%
3,672
-116
-3% -$37K
WSC icon
188
WillScot Mobile Mini Holdings
WSC
$3.27B
$994K 0.02%
29,720
-14,387
-33% -$529K
DUK icon
189
Duke Energy
DUK
$91.8B
$993K 0.02%
9,220
-290
-3% -$32.9K
NKE icon
190
Nike
NKE
$53.7B
$990K 0.02%
13,082
-9,743
-43% -$765K
COO icon
191
Cooper Companies
COO
$10.1B
$989K 0.02%
10,758
-348
-3% -$35.5K
SRE icon
192
Sempra
SRE
$53.1B
$967K 0.02%
11,023
-332
-3% -$29.1K
CCK icon
193
Crown Holdings
CCK
$12.2B
$939K 0.02%
11,353
-383
-3% -$34.9K
ORLY icon
194
O'Reilly Automotive
ORLY
$68.9B
$912K 0.02%
11,535
-480
-4% -$38.7K
MFC icon
195
Manulife Financial
MFC
$72.7B
$903K 0.02%
29,396
-1,377
-4% -$42.7K
EA
196
DELISTED
Electronic Arts
EA
$902K 0.02%
6,163
-272
-4% -$41.9K
LECO icon
197
Lincoln Electric
LECO
$13.8B
$882K 0.02%
4,706
-230
-5% -$46.3K
USB icon
198
US Bancorp
USB
$96.9B
$874K 0.02%
18,270
-829
-4% -$40.8K
MU icon
199
Micron Technology
MU
$1.05T
$872K 0.02%
10,358
-435
-4% -$44.2K
ENB icon
200
Enbridge
ENB
$106B
$855K 0.02%
20,160
-481
-2% -$20.1K
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 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.