Latest SUMITOMO LIFE INSURANCE CO Stock Portfolio

$5.09Billion– No. of Holdings #269

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).

SUMITOMO LIFE INSURANCE CO Equity Portfolio Value

Last Reported on: 16 Oct, 2024

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

Top 5 Winners (%)		%
SWK	stanley black & decker inc com	37.5 %
DUOL	duolingo inc cl a com	34.8 %
NEE	nextera energy inc com	34.6 %
DHI	d r horton inc com	34.4 %
PYPL	paypal hldgs inc com	34.2 %

Top 5 Winners ($)		$
IJR	ishares tr core s&p500 etf	53.5 M
NVDA	nvidia corporation com	7.5 M
AAPL	apple inc com	6.5 M
META	meta platforms inc cl a	3.9 M
NEE	nextera energy inc com	2.5 M

Top 5 Losers (%)		%
TTEK	tetra tech inc new com	-77.1 %
CTAS	cintas corp com	-72.3 %
DG	dollar gen corp new com	-35.8 %
EW	edwards lifesciences corp com	-28.2 %
INTC	intel corp com	-26.7 %

Top 5 Losers ($)		$
TTEK	tetra tech inc new com	-23.7 M
CTAS	cintas corp com	-8.8 M
CRWD	crowdstrike hldgs inc cl a	-1.8 M
GOOG	alphabet inc cap stk cl c	-1.1 M
ABNB	airbnb inc com cl a	-1.1 M

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
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