Latest SUMITOMO LIFE INSURANCE CO Stock Portfolio
SUMITOMO LIFE INSURANCE CO Performance:
2024 Q3: 2.09%YTD: 4.84%2023: 11.64%
Performance for 2024 Q3 is 2.09%, and YTD is 4.84%, and 2023 is 11.64%.
About SUMITOMO LIFE INSURANCE CO and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, SUMITOMO LIFE INSURANCE CO reported an equity portfolio of $5.1 Billions as of 30 Sep, 2024.
The top stock holdings of SUMITOMO LIFE INSURANCE CO are VIGI, FNDA, BIL. The fund has invested 38.1% of it's portfolio in VANGUARD WHITEHALL FDS HIGH DIV YLD and 14.8% of portfolio in SCHWAB STRATEGIC TR US DIVIDEND EQ.
The fund managers got completely rid off VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (VEU), ISHARES S&P GSCI COMMODITY- UNIT BEN INT (GSG) and MONSTER BEVERAGE CORP NEW COM (MNST) stocks. They significantly reduced their stock positions in ISHARES TR US INFRASTRUC (BGRN), SCHWAB STRATEGIC TR US TIPS ETF (FNDA) and ISHARES TR CRE U S REIT ETF (AAXJ). SUMITOMO LIFE INSURANCE CO opened new stock positions in ISHARES TR TIPS BD ETF (IJR), MERCADOLIBRE INC COM (MELI) and AMPHENOL CORP NEW CL A (APH). The fund showed a lot of confidence in some stocks as they added substantially to TETRA TECH INC NEW COM (TTEK), VULCAN MATLS CO COM (VMC) and CINTAS CORP COM (CTAS).
The top stock holdings of SUMITOMO LIFE INSURANCE CO are VIGI, FNDA, BIL. The fund has invested 38.1% of it's portfolio in VANGUARD WHITEHALL FDS HIGH DIV YLD and 14.8% of portfolio in SCHWAB STRATEGIC TR US DIVIDEND EQ.
The fund managers got completely rid off VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (VEU), ISHARES S&P GSCI COMMODITY- UNIT BEN INT (GSG) and MONSTER BEVERAGE CORP NEW COM (MNST) stocks. They significantly reduced their stock positions in ISHARES TR US INFRASTRUC (BGRN), SCHWAB STRATEGIC TR US TIPS ETF (FNDA) and ISHARES TR CRE U S REIT ETF (AAXJ). SUMITOMO LIFE INSURANCE CO opened new stock positions in ISHARES TR TIPS BD ETF (IJR), MERCADOLIBRE INC COM (MELI) and AMPHENOL CORP NEW CL A (APH). The fund showed a lot of confidence in some stocks as they added substantially to TETRA TECH INC NEW COM (TTEK), VULCAN MATLS CO COM (VMC) and CINTAS CORP COM (CTAS).
SUMITOMO LIFE INSURANCE CO Annual Return Estimates Vs S&P 500
Our best estimate is that SUMITOMO LIFE INSURANCE CO made a return of 2.09% in the last quarter. In trailing 12 months, it's portfolio return was 7.1%.
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr tips bd etf | 102,200,000 |
| mercadolibre inc com | 2,257,160 |
| amphenol corp new cl a | 2,033,320 |
| veralto corp com shs | 1,085,490 |
| interactive brokers group in com cl a | 774,424 |
New stocks bought by SUMITOMO LIFE INSURANCE CO
Additions
| Ticker | % Inc. |
|---|---|
| tetra tech inc new com | 463 |
| vulcan matls co com | 438 |
| cintas corp com | 284 |
| ishares tr jpmorgan usd emg | 280 |
| walmart inc com | 196 |
| quanta svcs inc com | 148 |
| zoetis inc cl a | 138 |
| cme group inc com | 85.94 |
Additions to existing portfolio by SUMITOMO LIFE INSURANCE CO
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr us infrastruc | -94.91 |
| ishares tr broad usd high | -93.65 |
| schwab strategic tr us tips etf | -89.31 |
| ishares tr cre u s reit etf | -86.9 |
| vanguard whitehall fds em mk gov bd etf | -84.87 |
| vanguard index fds real estate etf | -64.88 |
| invesco exch traded fd tr ii sr ln etf | -59.06 |
| ishares inc core msci emkt | -58.61 |
SUMITOMO LIFE INSURANCE CO reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| vanguard intl equity index f ftse emr mkt etf | -157,971,000 |
| ishares s&p gsci commodity- unit ben int | -57,445,900 |
| monster beverage corp new com | -3,641,240 |
| progyny inc com | -334,308 |
| nasdaq inc com | -673,044 |
| celsius hldgs inc com new | -573,069 |
| ball corp com | -539,760 |
| celanese corp del com | -539,020 |
SUMITOMO LIFE INSURANCE CO got rid off the above stocks
Sector Distribution
SUMITOMO LIFE INSURANCE CO has about 81.1% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 81.1 |
| Technology | 6.5 |
| Healthcare | 2.5 |
| Financial Services | 2.3 |
| Communication Services | 1.8 |
| Industrials | 1.7 |
| Consumer Cyclical | 1.6 |
| Consumer Defensive | 1.1 |
Market Cap. Distribution
SUMITOMO LIFE INSURANCE CO has about 18.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 81.1 |
| MEGA-CAP | 10.7 |
| LARGE-CAP | 8.1 |
Stocks belong to which Index?
About 17.8% of the stocks held by SUMITOMO LIFE INSURANCE CO either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 82.1 |
| S&P 500 | 17.8 |
SUMITOMO LIFE INSURANCE CO Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of SUMITOMO LIFE INSURANCE CO
SUMITOMO LIFE INSURANCE CO has 269 stocks in it's portfolio. About 82.7% of the portfolio is in top 10 stocks. TTEK proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for SUMITOMO LIFE INSURANCE CO last quarter.
Last Reported on: 16 Oct, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc com | 0.02 | 6,351 | 942,996 | added | 2.77 | ||
| AAPL | apple inc com | 1.16 | 254,357 | 59,265,200 | added | 9.27 | ||
| AAXJ | ishares tr jpmorgan usd emg | 7.03 | 3,827,910 | 358,216,000 | added | 280 | ||
| AAXJ | ishares tr cre u s reit etf | 0.05 | 38,700 | 2,382,760 | reduced | -86.9 | ||
| ABBV | abbvie inc com | 0.10 | 27,003 | 5,332,550 | added | 29.56 | ||
| ABC | cencora inc com | 0.02 | 5,049 | 1,136,430 | added | 2.77 | ||
| ABNB | airbnb inc com cl a | 0.12 | 48,100 | 6,099,560 | added | 12.23 | ||
| ABT | abbott labs com | 0.03 | 13,282 | 1,514,280 | added | 2.5 | ||
| ACGL | arch cap group ltd ord | 0.05 | 21,610 | 2,417,730 | added | 2.43 | ||
| ACN | accenture plc ireland shs class a | 0.11 | 15,497 | 5,477,880 | added | 1.61 | ||
| ADBE | adobe inc com | 0.25 | 24,173 | 12,516,300 | added | 18.96 | ||
| ADI | analog devices inc com | 0.06 | 13,696 | 3,152,410 | reduced | -12.15 | ||
| ADP | automatic data processing in com | 0.05 | 8,466 | 2,342,800 | added | 2.35 | ||
| AEP | american elec pwr co inc com | 0.02 | 8,737 | 896,416 | added | 3.09 | ||
| AIG | american intl group inc com new | 0.01 | 10,606 | 776,677 | added | 2.89 | ||
| ALL | allstate corp com | 0.02 | 6,567 | 1,245,430 | added | 0.94 | ||
| AMAT | applied matls inc com | 0.03 | 6,527 | 1,318,780 | added | 2.98 | ||
| AMD | advanced micro devices inc com | 0.23 | 72,003 | 11,814,300 | added | 39.19 | ||
| AME | ametek inc com | 0.04 | 11,523 | 1,978,610 | added | 2.36 | ||
| AMGN | amgen inc com | 0.04 | 5,928 | 1,910,060 | added | 2.47 | ||