We are live on ! Find out more
SLI

Sumitomo Life Insurance Portfolio holdings

AUM $4.25B
1-Year Est. Return 23.69%
This Fund
S&P 500
This Quarter Est. Return
+0.53%
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
$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 Technology 6.92%
2 Healthcare 2.53%
3 Financials 2.39%
4 Communication Services 2.01%
5 Consumer Discretionary 1.71%
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 37.26%
15,133,322
– –
SCHD icon
2
Schwab US Dividend Equity ETF
SCHD
$103B
$678M 15.68%
26,820,000
+7,860,000
+41% +$205M
SPYM
3
State Street SPDR Portfolio S&P 500 ETF
SPYM
$160B
$309M 7.15%
+5,092,600
New +$314M
IVV icon
4
iShares Core S&P 500 ETF
IVV
$872B
$267M 6.17%
555,000
– –
VWO icon
5
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$158M 3.65%
3,609,937
-602,070
-14% -$25.9M
EMB icon
6
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$89.1M 2.06%
1,006,765
+223,760
+29% +$19.8M
MSFT icon
7
Microsoft
MSFT
$3.35T
$63.7M 1.47%
147,977
+503
+0.3% +$212K
BKLN icon
8
Invesco Senior Loan ETF
BKLN
$6.97B
$63.4M 1.47%
3,011,216
– –
GSG icon
9
iShares S&P GSCI Commodity-Indexed Trust
GSG
$995M
$57.4M 1.33%
2,593,494
+479,167
+23% +$10.7M
NVDA icon
10
NVIDIA
NVDA
$4.72T
$55.9M 1.29%
522,685
-47,935
-8% -$4.85M
AAPL icon
11
Apple
AAPL
$4.9T
$47.9M 1.11%
232,788
+37,601
+19% +$7.01M
VNQ icon
12
Vanguard Real Estate ETF
VNQ
$39.4B
$46.6M 1.08%
556,530
– –
USHY icon
13
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.3B
$36.3M 0.84%
1,012,100
+572,700
+130% +$20.7M
SCHP icon
14
Schwab US TIPS ETF
SCHP
$16.4B
$36.2M 0.84%
1,398,800
+483,200
+53% +$12.5M
VWOB icon
15
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.15B
$32.4M 0.75%
517,600
+278,900
+117% +$17.6M
GOOGL icon
16
Alphabet (Google) Class A
GOOGL
$4.08T
$31.4M 0.73%
185,504
+11,935
+7% +$2.01M
AMZN icon
17
Amazon
AMZN
$2.53T
$29.9M 0.69%
168,004
-7,519
-4% -$1.38M
IEMG icon
18
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$25.1M 0.58%
507,400
+31,200
+7% +$1.65M
META icon
19
Meta Platforms (Facebook)
META
$1.37T
$24.5M 0.57%
49,091
-446
-0.9% -$217K
VOO icon
20
Vanguard S&P 500 ETF
VOO
$972B
$23.3M 0.54%
53,300
-8,600
-14% -$4.14M
LLY icon
21
Eli Lilly
LLY
$1.03T
$20.3M 0.47%
24,525
+22
+0.1% +$17.6K
USRT icon
22
iShares Core US REIT ETF
USRT
$4.65B
$15.4M 0.36%
295,400
+70,200
+31% +$3.64M
AVGO icon
23
Broadcom
AVGO
$1.85T
$14.5M 0.33%
96,610
+38,190
+65% +$5.35M
JPM icon
24
JPMorgan Chase
JPM
$933B
$14.3M 0.33%
71,559
+19,302
+37% +$3.77M
GOOG icon
25
Alphabet (Google) Class C
GOOG
$4.08T
$12.8M 0.3%
69,697
-8,018
-10% -$1.36M
1
2 3 4 5

Similar funds

CIC
Chilton Investment Company Stamford, Connecticut $4.26B AUM 1.32% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
NCM
Nearwater Capital Markets Dublin 4, Dublin, Ireland $4.24B AUM 66.03% 1-Year Est. Return
DT
DV Trading Chicago, Illinois $4.22B AUM
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 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 Technology at 6.9% of assets, up from 6.9% a quarter earlier, followed by Healthcare and Financials.

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.