Ticker | $ Bought |
---|---|
vanguard intl equity index f ftse emr mkt etf | 106,724,000 |
ishares s&p gsci commodity- unit ben int | 34,751,000 |
blackstone inc com | 9,983,120 |
palo alto networks inc com | 6,841,700 |
arista networks inc com | 3,912,210 |
blackrock inc com | 1,881,080 |
carlisle cos inc com | 1,848,260 |
palantir technologies inc cl a | 1,187,320 |
Ticker | % Inc. |
---|---|
ishares tr broad usd high | 1,026 |
schwab strategic tr us tips etf | 658 |
goldman sachs group inc com | 598 |
constellation energy corp com | 308 |
vanguard whitehall fds em mk gov bd etf | 256 |
schwab strategic tr us dividend eq | 200 |
mercadolibre inc com | 190 |
interactive brokers group in com cl a | 174 |
Ticker | % Reduced |
---|---|
cme group inc com | -82.63 |
kla corp com new | -71.46 |
merck & co inc com | -70.89 |
ishares tr jpmorgan usd emg | -70.72 |
dupont de nemours inc com | -63.94 |
bristol-myers squibb co com | -62.91 |
unitedhealth group inc com | -62.34 |
costco whsl corp new com | -61.62 |
Ticker | $ Sold |
---|---|
aptiv plc shs | -1,187,440 |
edwards lifesciences corp com | -987,606 |
match group inc new com | -402,882 |
arista networks inc com | -3,465,130 |
zscaler inc com | -1,182,900 |
bce inc com new | -215,099 |
kroger co com | -257,162 |
enphase energy inc com | -404,499 |
SUMITOMO LIFE INSURANCE CO has about 80.7% of it's holdings in Others sector.
Sector | % |
---|---|
Others | 80.7 |
Technology | 7 |
Financial Services | 2.7 |
Consumer Cyclical | 2 |
Communication Services | 1.9 |
Healthcare | 1.8 |
Industrials | 1.7 |
SUMITOMO LIFE INSURANCE CO has about 19.2% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
UNALLOCATED | 80.7 |
MEGA-CAP | 10.9 |
LARGE-CAP | 8.3 |
About 18.1% of the stocks held by SUMITOMO LIFE INSURANCE CO either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
Others | 81.9 |
S&P 500 | 18.1 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
SUMITOMO LIFE INSURANCE CO has 270 stocks in it's portfolio. About 79% of the portfolio is in top 10 stocks. ANET proved to be the most loss making stock for the portfolio. AVGO was the most profitable stock for SUMITOMO LIFE INSURANCE CO last quarter.
Last Reported on: 23 Jan, 2025Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
A | agilent technologies inc com | 0.01 | 6,003 | 806,443 | reduced | -5.48 | ||
AAPL | apple inc com | 1.29 | 273,640 | 68,524,900 | added | 7.58 | ||
AAXJ | ishares tr jpmorgan usd emg | 1.88 | 1,120,790 | 99,794,800 | reduced | -70.72 | ||
AAXJ | ishares tr cre u s reit etf | 0.11 | 105,300 | 6,034,740 | added | 172 | ||
ABBV | abbvie inc com | 0.06 | 17,205 | 3,057,330 | reduced | -36.28 | ||
ABC | cencora inc com | 0.02 | 4,901 | 1,101,160 | reduced | -2.93 | ||
ABNB | airbnb inc com cl a | 0.15 | 61,222 | 8,045,180 | added | 27.28 | ||
ABT | abbott labs com | 0.03 | 12,922 | 1,461,610 | reduced | -2.71 | ||
ACGL | arch cap group ltd ord | 0.04 | 21,069 | 1,945,720 | reduced | -2.5 | ||
ACN | accenture plc ireland shs class a | 0.10 | 15,282 | 5,376,060 | reduced | -1.39 | ||
ADBE | adobe inc com | 0.19 | 22,840 | 10,156,500 | reduced | -5.51 | ||
ADI | analog devices inc com | 0.04 | 10,300 | 2,188,340 | reduced | -24.8 | ||
ADP | automatic data processing in com | 0.05 | 8,291 | 2,427,020 | reduced | -2.07 | ||
AEP | american elec pwr co inc com | 0.01 | 8,275 | 763,203 | reduced | -5.29 | ||
AIG | american intl group inc com new | 0.01 | 10,040 | 730,912 | reduced | -5.34 | ||
ALL | allstate corp com | 0.02 | 6,373 | 1,228,650 | reduced | -2.95 | ||
AMAT | applied matls inc com | 0.02 | 6,330 | 1,029,450 | reduced | -3.02 | ||
AMD | advanced micro devices inc com | 0.16 | 68,794 | 8,309,630 | reduced | -4.46 | ||
AME | ametek inc com | 0.04 | 11,239 | 2,025,940 | reduced | -2.46 | ||
AMGN | amgen inc com | 0.03 | 5,749 | 1,498,420 | reduced | -3.02 | ||