SL

SUMITOMO LIFE INSURANCE CO

13F
SUMITOMO LIFE INSURANCE CO
Last update 2024-10-16 269 Stocks (5 new)
Value $5.09 Bil Turnover 12 %
Countries:
Top Holdings: VYM(38.09%)SCHD(14.84%)SPLG(10.13%)EMB(7.03%)IVV(6.29%)
Portfolio Report
Summary Stock Picks Current Portfolio
SUMITOMO LIFE INSURANCE CO Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VYM 		Vanguard High Dividend Yield Indx ETF
15,133,322
1940091.880
0%
38.090
0%
3.470
+9.10%
+15.23%
57198.032
 
SCHD 		Schwab US Dividend Equity ETF
8,940,000
755698.200
0%
14.840
0%
1.220
+7.79%
+11.82%
63886.218
 
SPLG 		SPDR Portfolio S&P 500 ETF
7,642,600
515951.930
+50.07%
10.130
+3.38%
1.100
+11.47%
+21.32%
48967.918
 
EMB 		iShares J.P. Morgan USD Emerging Markets Bond ETF
3,827,913
358216.100
+280.22%
7.030
+5.18%
2.200
+1.24%
+1.95%
14830.030
 
IVV 		iShares Core S&P 500 ETF
555,000
320135.100
0%
6.290
0%
0.060
+11.39%
+21.32%
545905.122
 
TIP 		iShares TIPS Bond ETF
925,136
102199.770
New Holding
2.010
+2.01%
0.560
-0.86%
+0.51%
17999.844
 
MSFT 		Microsoft Corp
155,275
66814.830
+4.93%
1.310
+0.06%
0.000
+4.32%
+10.02%
3059156.044
Software
NVDA 		NVIDIA Corp
517,221
62811.320
-1.05%
1.230
-0.01%
0.000
+39.30%
+182.58%
3431992.300
Semiconductors
AAPL 		Apple Inc
254,357
59265.180
+9.27%
1.160
+0.10%
0.000
+6.90%
+16.50%
3377630.649
Hardware
AMZN 		Amazon.com Inc
170,159
31705.730
+1.28%
0.620
+0.01%
0.000
+23.90%
+31.30%
2097744.696
Retail - Cyclical

SUMITOMO LIFE INSURANCE CO's Historical Top Holdings Breakdowns

SUMITOMO LIFE INSURANCE CO's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
EMB 		iShares J.P. Morgan USD Emerging Markets Bond ETF2024-09-30Add
+5.18%
●
87.75 ($91.14) 93.74
$90.80
-0.37%
Add 280.22%
3,827,913
2,821,148
VWO 		Vanguard FTSE Emerging Markets ETF2024-09-30Sold Out
-3.65%
●
41.9 ($44.52) 48.26
$47.41
6.49%
Sold Out
0
-3,609,937
SPLG 		SPDR Portfolio S&P 500 ETF2024-09-30Add
+3.38%
●
60.84 ($65.03) 67.51
$67.82
4.29%
Add 50.07%
7,642,600
2,550,000
TIP 		iShares TIPS Bond ETF2024-09-30New Buy
+2.01%
●
105.92 ($108.65) 110.83
$108.04
-0.56%
New holding
925,136
925,136
GSG 		iShares S&P GSCI Commodity-Indexed Trust2024-09-30Sold Out
-1.33%
●
19.84 ($21.2) 22.57
$21.52
1.51%
Sold Out
0
-2,593,494
BKLN 		Invesco Senior Loan ETF2024-09-30Reduce
-0.87%
●
20.69 ($21.02) 21.17
$21.03
0.05%
Reduce -59.06%
1,232,789
-1,778,427
USHY 		iShares Broad USD High Yield Corporate Bond ETF2024-09-30Reduce
-0.79%
●
36.06 ($36.95) 37.68
$37.10
0.41%
Reduce -93.65%
64,300
-947,800
SCHP 		Schwab U.S. Tips ETF2024-09-30Reduce
-0.75%
●
51.58 ($52.82) 53.8
$26.23
-50.34%
Reduce -89.31%
74,800
-624,600
VNQ 		Vanguard Real Estate Index Fund ETF2024-09-30Reduce
-0.70%
●
82.97 ($92.08) 98.97
$95.38
3.58%
Reduce -64.88%
195,462
-361,068
VWOB 		Vanguard Emerging Markets Government Bond ETF2024-09-30Reduce
-0.64%
●
62.4 ($64.67) 66.49
$64.35
-0.49%
Reduce -84.87%
78,300
-439,300

SUMITOMO LIFE INSURANCE CO Total Holding History ($B)

To

SUMITOMO LIFE INSURANCE CO's Asset Allocation

To

SUMITOMO LIFE INSURANCE CO Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SUMITOMO LIFE INSURANCE CO's Hypothetical Growth since 2024-09-30

SUMITOMO LIFE INSURANCE CO's Yearly Returns

Year Portfolio % % Excess Gain %

SUMITOMO LIFE INSURANCE CO's Holdings Heat Map

Size field:

SUMITOMO LIFE INSURANCE CO's Holdings Bubble Chart

SUMITOMO LIFE INSURANCE CO News

  • 1

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