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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
VYM icon
1
Vanguard High Dividend Yield ETF
VYM
$80.9B
$1.61B 41.81%
15,133,322
– –
SCHD icon
2
Schwab US Dividend Equity ETF
SCHD
$103B
$471M 12.24%
18,960,000
+9,960,000
+111% +$257M
IVV icon
3
iShares Core S&P 500 ETF
IVV
$872B
$267M 6.92%
+555,000
New +$278M
VWO icon
4
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$176M 4.57%
4,212,007
+3,035,472
+258% +$124M
TIP icon
5
iShares TIPS Bond ETF
TIP
$14.5B
$138M 3.57%
1,280,653
+648,150
+102% +$69.3M
EMB icon
6
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$70.2M 1.82%
783,005
-1,767,678
-69% -$156M
BKLN icon
7
Invesco Senior Loan ETF
BKLN
$6.97B
$63.7M 1.65%
3,011,216
+55,491
+2% +$1.17M
MSFT icon
8
Microsoft
MSFT
$3.35T
$60.8M 1.58%
147,474
+24,251
+20% +$9.82M
VNQ icon
9
Vanguard Real Estate ETF
VNQ
$39.4B
$48.1M 1.25%
556,530
+325,887
+141% +$27.8M
NVDA icon
10
NVIDIA
NVDA
$4.72T
$46.9M 1.22%
570,620
+44,110
+8% +$3.2M
GSG icon
11
iShares S&P GSCI Commodity-Indexed Trust
GSG
$995M
$46.6M 1.21%
+2,114,327
New +$44.4M
AAPL icon
12
Apple
AAPL
$4.9T
$33.6M 0.87%
195,187
-40,217
-17% -$7.31M
AMZN icon
13
Amazon
AMZN
$2.53T
$30.1M 0.78%
175,523
+37,967
+28% +$6.34M
VOO icon
14
Vanguard S&P 500 ETF
VOO
$972B
$26.3M 0.68%
61,900
-22,900
-27% -$10.5M
GOOGL icon
15
Alphabet (Google) Class A
GOOGL
$4.08T
$26.1M 0.68%
173,569
+60,520
+54% +$8.66M
META icon
16
Meta Platforms (Facebook)
META
$1.37T
$24.1M 0.63%
49,537
+13,893
+39% +$6.2M
SCHP icon
17
Schwab US TIPS ETF
SCHP
$16.4B
$23.7M 0.62%
915,600
+284,000
+45% +$7.37M
IEMG icon
18
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$23.4M 0.61%
476,200
-200,800
-30% -$10.1M
LLY icon
19
Eli Lilly
LLY
$1.03T
$18.1M 0.47%
24,503
+3,076
+14% +$2.19M
FEZ icon
20
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.41B
$15.5M 0.4%
344,800
-107,300
-24% -$5.3M
USHY icon
21
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.3B
$15.5M 0.4%
439,400
-445,900
-50% -$16.2M
VWOB icon
22
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.15B
$14.7M 0.38%
238,700
-241,500
-50% -$15.2M
UNH icon
23
UnitedHealth
UNH
$383B
$12.5M 0.32%
24,502
+5,204
+27% +$2.65M
MA icon
24
Mastercard
MA
$510B
$11.9M 0.31%
26,618
+6,687
+34% +$3.06M
USRT icon
25
iShares Core US REIT ETF
USRT
$4.65B
$11.9M 0.31%
225,200
+127,200
+130% +$6.74M
1
2 3 4 5

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AI
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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.