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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
+0.34%
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
$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 Technology 7.33%
2 Financials 2.95%
3 Consumer Discretionary 1.98%
4 Communication Services 1.92%
5 Healthcare 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VYM icon
1
Vanguard High Dividend Yield ETF
VYM
$80.9B
$1.93B 36.45%
15,133,322
– –
SCHD icon
2
Schwab US Dividend Equity ETF
SCHD
$103B
$733M 13.83%
26,820,000
– –
SPYM
3
State Street SPDR Portfolio S&P 500 ETF
SPYM
$160B
$624M 11.78%
9,052,600
+1,410,000
+18% +$97.7M
IVV icon
4
iShares Core S&P 500 ETF
IVV
$872B
$327M 6.17%
555,000
– –
TIP icon
5
iShares TIPS Bond ETF
TIP
$14.5B
$156M 2.94%
1,461,746
+536,610
+58% +$58.1M
VWO icon
6
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$107M 2.01%
+2,423,347
New +$113M
EMB icon
7
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$99.8M 1.88%
1,120,786
-2,707,127
-71% -$247M
NVDA icon
8
NVIDIA
NVDA
$4.72T
$73.4M 1.38%
546,348
+29,127
+6% +$4.01M
AAPL icon
9
Apple
AAPL
$4.9T
$68.5M 1.29%
273,640
+19,283
+8% +$4.54M
MSFT icon
10
Microsoft
MSFT
$3.35T
$68.2M 1.29%
161,701
+6,426
+4% +$2.74M
BKLN icon
11
Invesco Senior Loan ETF
BKLN
$6.97B
$65.4M 1.23%
3,101,835
+1,869,046
+152% +$39.4M
VNQ icon
12
Vanguard Real Estate ETF
VNQ
$39.4B
$46.8M 0.88%
524,956
+329,494
+169% +$31.1M
AMZN icon
13
Amazon
AMZN
$2.53T
$40.1M 0.76%
182,699
+12,540
+7% +$2.57M
GSG icon
14
iShares S&P GSCI Commodity-Indexed Trust
GSG
$995M
$34.8M 0.66%
+1,596,278
New +$34M
AVGO icon
15
Broadcom
AVGO
$1.85T
$33.6M 0.63%
144,851
+33,468
+30% +$6.19M
GOOGL icon
16
Alphabet (Google) Class A
GOOGL
$4.08T
$33.4M 0.63%
176,433
-14,377
-8% -$2.52M
META icon
17
Meta Platforms (Facebook)
META
$1.37T
$30.9M 0.58%
52,731
-849
-2% -$498K
VOO icon
18
Vanguard S&P 500 ETF
VOO
$972B
$27.2M 0.51%
50,500
+4,600
+10% +$2.49M
USHY icon
19
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.3B
$26.7M 0.5%
724,600
+660,300
+1,027% +$24.6M
JPM icon
20
JPMorgan Chase
JPM
$933B
$25M 0.47%
104,387
-4,032
-4% -$939K
TSLA icon
21
Tesla
TSLA
$1.22T
$20.4M 0.38%
50,418
+19,273
+62% +$6.2M
LLY icon
22
Eli Lilly
LLY
$1.03T
$19.4M 0.37%
25,089
+476
+2% +$394K
FEZ icon
23
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.41B
$18.4M 0.35%
382,200
+62,400
+20% +$3.11M
NOW icon
24
ServiceNow
NOW
$114B
$18.2M 0.34%
85,785
+2,035
+2% +$412K
VWOB icon
25
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.15B
$17.6M 0.33%
279,100
+200,800
+256% +$13M
1
2 3 4 5

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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 Technology at 7.3% of assets, up from 6.8% a quarter earlier, followed by Financials and Consumer Discretionary.

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.