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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
WY icon
201
Weyerhaeuser
WY
$16.1B
$799K 0.02%
26,071
-275
-1% -$9.05K
BDX icon
202
Becton Dickinson
BDX
$50.6B
$795K 0.02%
3,076
-33
-1% -$8.91K
AEP icon
203
American Electric Power
AEP
$65.7B
$787K 0.02%
10,462
-125
-1% -$10.2K
DAR icon
204
Darling Ingredients
DAR
$10.5B
$784K 0.02%
15,019
-191
-1% -$11.9K
FTV icon
205
Fortive
FTV
$17B
$780K 0.02%
13,959
-175
-1% -$10.1K
HSY icon
206
Hershey
HSY
$34.2B
$779K 0.02%
3,894
-52
-1% -$11.6K
CCI icon
207
Crown Castle
CCI
$31.2B
$776K 0.02%
8,432
-108
-1% -$11.2K
USB icon
208
US Bancorp
USB
$96.9B
$759K 0.02%
22,962
-239
-1% -$8.71K
BAH icon
209
Booz Allen Hamilton
BAH
$9.63B
$757K 0.02%
6,929
-117
-2% -$13.4K
ECL icon
210
Ecolab
ECL
$77B
$755K 0.02%
4,458
-47
-1% -$8.55K
AIG icon
211
American International
AIG
$39.7B
$754K 0.02%
12,436
-423
-3% -$25.3K
DHI icon
212
D.R. Horton
DHI
$39.2B
$748K 0.02%
6,957
-73
-1% -$8.74K
CMS icon
213
CMS Energy
CMS
$20.7B
$744K 0.02%
14,018
-207
-1% -$12K
AWK icon
214
American Water Works
AWK
$27.4B
$723K 0.02%
5,839
-85
-1% -$11.9K
HWM icon
215
Howmet Aerospace
HWM
$89.6B
$702K 0.02%
15,178
-481
-3% -$23.4K
OMC icon
216
Omnicom Group
OMC
$21.9B
$696K 0.02%
9,341
-316
-3% -$26.1K
XYZ
217
Block Inc
XYZ
$47B
$691K 0.02%
15,619
-203
-1% -$12.6K
D icon
218
Dominion Energy
D
$56.2B
$644K 0.02%
14,419
-455
-3% -$22.6K
NDAQ icon
219
Nasdaq
NDAQ
$49.9B
$643K 0.02%
13,232
-420
-3% -$21.3K
EXC icon
220
Exelon
EXC
$43.5B
$642K 0.02%
17,001
-538
-3% -$21.9K
CEG icon
221
Constellation Energy
CEG
$92.1B
$620K 0.02%
5,688
-222
-4% -$22.9K
CE icon
222
Celanese
CE
$5.18B
$608K 0.02%
4,840
-193
-4% -$23.7K
MMM icon
223
3M
MMM
$84.9B
$605K 0.02%
7,729
-245
-3% -$21K
SPG icon
224
Simon Property Group
SPG
$66B
$589K 0.02%
5,455
-185
-3% -$21.7K
SWK icon
225
Stanley Black & Decker
SWK
$13.4B
$575K 0.02%
6,877
-219
-3% -$20.3K
7 8
9
10 11

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.