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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
VLO icon
201
Valero Energy
VLO
$85.9B
$930K 0.02%
5,451
-258
-5% -$37K
SBUX icon
202
Starbucks
SBUX
$120B
$923K 0.02%
10,097
-445
-4% -$41.4K
FDX icon
203
FedEx
FDX
$75.4B
$914K 0.02%
3,154
-112
-3% -$28K
BIIB icon
204
Biogen
BIIB
$30.7B
$907K 0.02%
4,205
-186
-4% -$43.6K
AIG icon
205
American International
AIG
$41.3B
$905K 0.02%
11,576
-545
-4% -$38.9K
SRE icon
206
Sempra
SRE
$54.8B
$900K 0.02%
12,535
-444
-3% -$31.8K
TKO icon
207
TKO Group
TKO
$13.6B
$891K 0.02%
10,306
-364
-3% -$30.3K
WY icon
208
Weyerhaeuser
WY
$18.4B
$860K 0.02%
23,936
-846
-3% -$28.6K
OXY icon
209
Occidental Petroleum
OXY
$55.9B
$855K 0.02%
13,153
-466
-3% -$27.8K
OMC icon
210
Omnicom Group
OMC
$23.4B
$842K 0.02%
8,698
-408
-4% -$36.6K
LYB icon
211
LyondellBasell Industries
LYB
$19.2B
$834K 0.02%
8,154
-289
-3% -$28.1K
FTV icon
212
Fortive
FTV
$18.6B
$831K 0.02%
12,817
-453
-3% -$27.5K
AEP icon
213
American Electric Power
AEP
$68.4B
$827K 0.02%
9,606
-340
-3% -$27.6K
CCI icon
214
Crown Castle
CCI
$32.2B
$820K 0.02%
7,752
-275
-3% -$29.9K
MKC icon
215
McCormick & Company Non-Voting
MKC
$14.2B
$808K 0.02%
10,524
-264
-2% -$17.9K
SPG icon
216
Simon Property Group
SPG
$72.3B
$796K 0.02%
5,086
-344
-6% -$50.4K
GL icon
217
Globe Life
GL
$14.3B
$792K 0.02%
6,810
-240
-3% -$29.4K
CMS icon
218
CMS Energy
CMS
$22.3B
$787K 0.02%
13,049
-327
-2% -$19K
NDAQ icon
219
Nasdaq
NDAQ
$52.9B
$785K 0.02%
12,446
-455
-4% -$26.3K
CE icon
220
Celanese
CE
$4.82B
$782K 0.02%
4,550
-254
-5% -$38.7K
CHTR icon
221
Charter Communications
CHTR
$18.2B
$778K 0.02%
2,676
-117
-4% -$37.6K
VMC icon
222
Vulcan Materials
VMC
$36.9B
$730K 0.02%
2,675
-150
-5% -$37K
COF icon
223
Capital One
COF
$134B
$717K 0.02%
4,815
-270
-5% -$36.6K
BDX icon
224
Becton Dickinson
BDX
$48.2B
$707K 0.02%
2,858
-72
-2% -$17.2K
HSY icon
225
Hershey
HSY
$36.6B
$705K 0.02%
3,625
-91
-2% -$17.6K
7 8
9
10 11

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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.