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Latest SUMITOMO LIFE INSURANCE CO Stock Portfolio

SUMITOMO LIFE INSURANCE CO Performance:
2024 Q4: 0.18%YTD: 5.03%2023: 11.64%

Performance for 2024 Q4 is 0.18%, and YTD is 5.03%, 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 $5.3 Billions as of 31 Dec, 2024.

The top stock holdings of SUMITOMO LIFE INSURANCE CO are VIGI, FNDA, BIL. The fund has invested 36.5% of it's portfolio in VANGUARD WHITEHALL FDS HIGH DIV YLD and 13.8% of portfolio in SCHWAB STRATEGIC TR US DIVIDEND EQ.

The fund managers got completely rid off ARISTA NETWORKS INC COM (ANET), BLACKROCK INC COM (BLK) and APTIV PLC SHS (APTV) stocks. They significantly reduced their stock positions in CME GROUP INC COM (CME), KLA CORP COM NEW (KLAC) and MERCK & CO INC COM (MRK). SUMITOMO LIFE INSURANCE CO opened new stock positions in VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (VEU), ISHARES S&P GSCI COMMODITY- UNIT BEN INT (GSG) and BLACKSTONE INC COM (BX). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR BROAD USD HIGH (BGRN), SCHWAB STRATEGIC TR US TIPS ETF (FNDA) and GOLDMAN SACHS GROUP INC COM (GS).

SUMITOMO LIFE INSURANCE CO Annual Return Estimates Vs S&P 500

Our best estimate is that SUMITOMO LIFE INSURANCE CO made a return of 0.18% in the last quarter. In trailing 12 months, it's portfolio return was 5.03%.

New Buys

Ticker$ Bought
vanguard intl equity index f ftse emr mkt etf106,724,000
ishares s&p gsci commodity- unit ben int34,751,000
blackstone inc com9,983,120
palo alto networks inc com6,841,700
arista networks inc com3,912,210
blackrock inc com1,881,080
carlisle cos inc com1,848,260
palantir technologies inc cl a1,187,320

New stocks bought by SUMITOMO LIFE INSURANCE CO

Additions

Ticker% Inc.
ishares tr broad usd high1,026
schwab strategic tr us tips etf658
goldman sachs group inc com598
constellation energy corp com308
vanguard whitehall fds em mk gov bd etf256
schwab strategic tr us dividend eq200
mercadolibre inc com190
interactive brokers group in com cl a174

Additions to existing portfolio by SUMITOMO LIFE INSURANCE CO

Reductions

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

SUMITOMO LIFE INSURANCE CO reduced stake in above stock

Sold off

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 got rid off the above stocks

Sector Distribution

SUMITOMO LIFE INSURANCE CO has about 80.7% of it's holdings in Others sector.

Sector%
Others80.7
Technology7
Financial Services2.7
Consumer Cyclical2
Communication Services1.9
Healthcare1.8
Industrials1.7

Market Cap. Distribution

SUMITOMO LIFE INSURANCE CO has about 19.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED80.7
MEGA-CAP10.9
LARGE-CAP8.3

Stocks belong to which Index?

About 18.1% of the stocks held by SUMITOMO LIFE INSURANCE CO either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others81.9
S&P 50018.1
Top 5 Winners (%)%
TSLA
tesla inc com
42.0 %
LULU
lululemon athletica inc com
40.6 %
LPLA
lpl finl hldgs inc com
40.2 %
AVGO
broadcom inc com
33.1 %
NFLX
netflix inc com
25.3 %
Top 5 Winners ($)$
AVGO
broadcom inc com
8.4 M
IJR
ishares tr core s&p500 etf
6.6 M
NVDA
nvidia corporation com
6.6 M
TSLA
tesla inc com
6.0 M
AMZN
amazon com inc com
5.8 M
Top 5 Losers (%)%
ANET
arista networks inc com
-72.0 %
PANW
palo alto networks inc com
-51.2 %
REGN
regeneron pharmaceuticals com
-32.1 %
NEM
newmont corp com
-29.9 %
ELV
elevance health inc com
-28.8 %
Top 5 Losers ($)$
ANET
arista networks inc com
-10.0 M
PANW
palo alto networks inc com
-7.2 M
IJR
ishares tr tips bd etf
-4.1 M
AMD
advanced micro devices inc com
-3.1 M
LLY
eli lilly & co com
-2.8 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 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, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions