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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
DUOL icon
201
Duolingo
DUOL
$7.2B
$842K 0.02%
2,598
-64
-2% -$20.4K
ITW icon
202
Illinois Tool Works
ITW
$76.5B
$842K 0.02%
3,321
-153
-4% -$40.6K
PRU icon
203
Prudential Financial
PRU
$41.2B
$837K 0.02%
7,059
-332
-4% -$41K
CHTR icon
204
Charter Communications
CHTR
$16.8B
$811K 0.02%
2,365
-35
-1% -$12.7K
A icon
205
Agilent Technologies
A
$42.4B
$806K 0.02%
6,003
-348
-5% -$47.7K
SBUX icon
206
Starbucks
SBUX
$110B
$806K 0.02%
8,835
-210
-2% -$20.3K
ELV icon
207
Elevance Health
ELV
$90.6B
$802K 0.02%
2,173
-91
-4% -$38.1K
GXO icon
208
GXO Logistics
GXO
$5.34B
$782K 0.01%
17,981
-754
-4% -$41.5K
DHI icon
209
D.R. Horton
DHI
$39.2B
$778K 0.01%
5,561
-234
-4% -$39.1K
FDX icon
210
FedEx
FDX
$73B
$775K 0.01%
2,754
-147
-5% -$41K
NSC icon
211
Norfolk Southern
NSC
$71.9B
$764K 0.01%
3,255
-119
-4% -$30.3K
AEP icon
212
American Electric Power
AEP
$65.7B
$763K 0.01%
8,275
-462
-5% -$44.7K
CVS icon
213
CVS Health
CVS
$121B
$760K 0.01%
16,940
-752
-4% -$42.2K
SPG icon
214
Simon Property Group
SPG
$66B
$758K 0.01%
4,401
-159
-3% -$27.9K
GIS icon
215
General Mills
GIS
$19.6B
$747K 0.01%
11,708
-657
-5% -$44.1K
ENTG icon
216
Entegris
ENTG
$19.8B
$744K 0.01%
7,511
-429
-5% -$45.2K
CMS icon
217
CMS Energy
CMS
$20.7B
$739K 0.01%
11,087
-402
-3% -$27.7K
COF icon
218
Capital One
COF
$127B
$735K 0.01%
4,123
-159
-4% -$27.5K
AIG icon
219
American International
AIG
$39.7B
$731K 0.01%
10,040
-566
-5% -$42.6K
CRH icon
220
CRH
CRH
$58.3B
$718K 0.01%
+7,757
New +$746K
NUE icon
221
Nucor
NUE
$58.7B
$717K 0.01%
6,141
-339
-5% -$48.8K
IT icon
222
Gartner
IT
$12.4B
$703K 0.01%
+1,452
New +$749K
APD icon
223
Air Products & Chemicals
APD
$64.7B
$687K 0.01%
2,367
-82
-3% -$25.8K
MKC icon
224
McCormick & Company Non-Voting
MKC
$13.4B
$683K 0.01%
8,957
-310
-3% -$24.4K
PYPL icon
225
PayPal
PYPL
$46B
$682K 0.01%
7,992
-294
-4% -$24.7K
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 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.