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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
+0.53%
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
SHOP icon
201
Shopify
SHOP
$168B
$842K 0.02%
+12,755
New +$846K
SRE icon
202
Sempra
SRE
$53.5B
$842K 0.02%
11,069
-1,466
-12% -$108K
FDX icon
203
FedEx
FDX
$72.1B
$834K 0.02%
2,781
-373
-12% -$97.6K
ORLY icon
204
O'Reilly Automotive
ORLY
$69B
$823K 0.02%
11,685
-1,560
-12% -$108K
SLB icon
205
SLB Ltd
SLB
$79.5B
$822K 0.02%
17,417
-2,187
-11% -$106K
A icon
206
Agilent Technologies
A
$43B
$801K 0.02%
6,180
-826
-12% -$116K
DVN icon
207
Devon Energy
DVN
$54.6B
$795K 0.02%
16,770
-2,223
-12% -$111K
MFC icon
208
Manulife Financial
MFC
$72.9B
$794K 0.02%
+29,842
New +$746K
DHI icon
209
D.R. Horton
DHI
$39.6B
$794K 0.02%
5,636
-758
-12% -$111K
ITW icon
210
Illinois Tool Works
ITW
$76.5B
$787K 0.02%
3,323
-413
-11% -$102K
AIG icon
211
American International
AIG
$39.6B
$765K 0.02%
10,308
-1,268
-11% -$96.9K
VLO icon
212
Valero Energy
VLO
$114B
$761K 0.02%
4,853
-598
-11% -$96.5K
GIS icon
213
General Mills
GIS
$19.9B
$759K 0.02%
11,994
-1,618
-12% -$111K
AEP icon
214
American Electric Power
AEP
$66.1B
$744K 0.02%
8,475
-1,131
-12% -$98.9K
USB icon
215
US Bancorp
USB
$95.7B
$739K 0.02%
18,618
-2,467
-12% -$101K
OXY icon
216
Occidental Petroleum
OXY
$61.1B
$731K 0.02%
11,603
-1,550
-12% -$99.4K
NSC icon
217
Norfolk Southern
NSC
$71.7B
$730K 0.02%
3,400
-386
-10% -$89.6K
ENB icon
218
Enbridge
ENB
$106B
$727K 0.02%
+20,432
New +$730K
HCA icon
219
HCA Healthcare
HCA
$91.9B
$713K 0.02%
2,219
-3,490
-61% -$1.13M
CHTR icon
220
Charter Communications
CHTR
$16.6B
$712K 0.02%
2,381
-295
-11% -$80.5K
SBUX icon
221
Starbucks
SBUX
$112B
$711K 0.02%
9,138
-959
-9% -$78.1K
OMC icon
222
Omnicom Group
OMC
$21.9B
$707K 0.02%
7,882
-816
-9% -$75.8K
LYB icon
223
LyondellBasell Industries
LYB
$20.9B
$701K 0.02%
7,324
-830
-10% -$82.3K
SPG icon
224
Simon Property Group
SPG
$66.4B
$698K 0.02%
4,597
-489
-10% -$72K
CMS icon
225
CMS Energy
CMS
$20.8B
$691K 0.02%
11,607
-1,442
-11% -$87.3K
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 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.