Asset Manager
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SUMITOMO LIFE INSURANCE CO
Market Value
$6.1B
+43.8%
Holdings
295
+7
New Purchases
18
Added To
50
Closed
9
Reduced
210
Top 10 Concentration
72.4%
Turnover
9.2%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| IVV | 22.68% | 15.82% | +6.86% | $1.4B |
| RDIV | 4.18% | 0.00% | +4.18% | $255M |
| VWO | 1.52% | 0.88% | +0.64% | $93M |
| VNQ | 1.06% | 0.56% | +0.51% | $65M |
| MU | 0.41% | 0.11% | +0.30% | $25M |
| USHY | 0.79% | 0.53% | +0.26% | $48M |
| PANW | 0.45% | 0.29% | +0.16% | $28M |
| SCHP | 0.72% | 0.59% | +0.14% | $44M |
| BKLN | 1.03% | 0.90% | +0.13% | $63M |
| APH | 0.23% | 0.12% | +0.11% | $14M |
| COHR | 0.10% | 0.00% | +0.10% | $6M |
| AMD | 0.18% | 0.09% | +0.09% | $11M |
| DDOG | 0.26% | 0.17% | +0.09% | $16M |
| IFRA | 0.30% | 0.22% | +0.08% | $19M |
| SNDK | 0.07% | 0.00% | +0.07% | $4M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| SCHD | 30.92% | 32.82% | -1.90% | $1.9B |
| EMB | 1.41% | 2.96% | -1.55% | $86M |
| IVVW | 2.21% | 3.11% | -0.90% | $135M |
| PBP | 2.33% | 3.22% | -0.89% | $142M |
| NVDA | 2.04% | 2.61% | -0.57% | $125M |
| MSFT | 1.07% | 1.55% | -0.48% | $65M |
| TIP | 3.47% | 3.93% | -0.46% | $212M |
| AAPL | 1.66% | 2.12% | -0.45% | $102M |
| XYLD | 1.14% | 1.57% | -0.43% | $70M |
| GOOGL | 1.42% | 1.75% | -0.32% | $87M |
| ABNB | 0.01% | 0.25% | -0.25% | $414K |
| META | 0.41% | 0.62% | -0.21% | $25M |
| AMZN | 1.12% | 1.32% | -0.21% | $68M |
| GSG | 0.29% | 0.49% | -0.20% | $18M |
| FEZ | 0.27% | 0.47% | -0.20% | $17M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 61 | $2.4B | 39.4% |
| Large Cap | 220 | $2.9B | 47.7% |
| Mid Cap | 10 | $239M | 3.9% |
| Small Cap | 4 | $550M | 9.0% |
Portfolio Analytics
Avg Market Cap
$240.9B
Median Market Cap
$81.7B
Avg P/E
37.4
Median P/E
24.8
Avg Dividend Yield
0.02%
Avg Beta
0.97
# Stocks
275
# ETFs / Funds
20
Top Holdings (295 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | 30.92% | 59,569,934 | $1.9B | $31.71 | $495M | +14,119,934 | +31.1% | |
| 2 | IVV | 22.68% | 1,850,000 | $1.4B | $748.89 | $713M | +821,000 | +79.8% | |
| 3 | RDIV | 4.18% | 4,400,000 | $255M | $58.00 | — | +4,400,000 | — | NEW |
| 4 | TIP | 3.47% | 1,939,392 | $212M | $109.43 | $45M | +425,937 | +28.1% | |
| 5 | PBP | 2.33% | 6,220,000 | $142M | $22.90 | $6M | — | — | |
| 6 | IVVW | 2.21% | 3,030,000 | $135M | $44.60 | $3M | — | — | |
| 7 | NVDA | 2.04% | 622,746 | $125M | $200.09 | $14M | -11,965 | -1.9% | |
| 8 | AAPL | 1.66% | 350,965 | $102M | $289.36 | $12M | -3,306 | -0.9% | |
| 9 | VWO | 1.52% | 1,554,566 | $93M | $59.69 | $56M | +866,422 | +125.9% | |
| 10 | GOOGL | 1.42% | 243,379 | $87M | $357.37 | $13M | -14,740 | -5.7% | |
| 11 | EMB | 1.41% | 890,369 | $86M | $96.44 | -$40M | -447,340 | -33.4% | |
| 12 | XYLD | 1.14% | 1,710,000 | $70M | $40.79 | $3M | — | — | |
| 13 | AMZN | 1.12% | 286,577 | $68M | $238.34 | $12M | +16,318 | +6.0% | |
| 14 | MSFT | 1.07% | 175,494 | $65M | $373.02 | -$363K | -2,333 | -1.3% | |
| 15 | VNQ | 1.06% | 671,894 | $65M | $96.43 | $41M | +405,811 | +152.5% | |
| 16 | BKLN | 1.03% | 3,089,034 | $63M | $20.37 | $25M | +1,215,953 | +64.9% | |
| 17 | AVGO | 0.80% | 128,887 | $49M | $377.75 | $9M | +1,219 | +0.9% | |
| 18 | USHY | 0.79% | 1,300,000 | $48M | $37.02 | $26M | +689,300 | +112.9% | |
| 19 | LLY | 0.74% | 37,489 | $45M | $1,199.43 | $9M | -1,507 | -3.9% | |
| 20 | SCHP | 0.72% | 1,663,100 | $44M | $26.50 | $19M | +728,200 | +77.9% | |
| 21 | VWOB | 0.68% | 613,500 | $41M | $67.24 | $12M | +167,400 | +37.5% | |
| 22 | VOO | 0.55% | 49,000 | $34M | $686.81 | $9M | +7,400 | +17.8% | |
| 23 | JPM | 0.55% | 102,165 | $33M | $327.33 | $3M | -1,497 | -1.4% | |
| 24 | PANW | 0.45% | 80,781 | $28M | $341.02 | $15M | +2,706 | +3.5% | |
| 25 | MA | 0.42% | 49,435 | $25M | $513.60 | $894K | +411 | +0.8% | |
| 26 | MU | 0.41% | 21,838 | $25M | $1,154.29 | $21M | +7,924 | +57.0% | |
| 27 | META | 0.41% | 44,583 | $25M | $563.29 | -$1M | -1,652 | -3.6% | |
| 28 | GS | 0.41% | 24,746 | $25M | $1,011.37 | $4M | +149 | +0.6% | |
| 29 | USRT | 0.39% | 355,500 | $24M | $66.45 | $9M | +105,800 | +42.4% | |
| 30 | GOOG | 0.36% | 62,587 | $22M | $353.33 | $2M | -7,812 | -11.1% | |
| 31 | WMT | 0.33% | 179,589 | $20M | $113.26 | -$2M | +1,835 | +1.0% | |
| 32 | VRT | 0.32% | 57,878 | $19M | $334.82 | $5M | +1,529 | +2.7% | |
| 33 | TMO | 0.31% | 37,242 | $19M | $501.36 | $2M | +2,761 | +8.0% | |
| 34 | IFRA | 0.30% | 294,600 | $19M | $63.04 | $9M | +128,500 | +77.4% | |
| 35 | NEE | 0.30% | 207,072 | $18M | $87.77 | $178K | +13,314 | +6.9% | |
| 36 | WM | 0.29% | 79,441 | $18M | $222.88 | $427K | +4,246 | +5.7% | |
| 37 | GSG | 0.29% | 615,300 | $18M | $28.60 | -$3M | -31,028 | -4.8% | |
| 38 | FEZ | 0.27% | 242,100 | $17M | $68.68 | -$3M | -79,100 | -24.6% | |
| 39 | GEV | 0.27% | 14,142 | $17M | $1,174.86 | $5M | +907 | +6.8% | |
| 40 | IEMG | 0.26% | 193,000 | $16M | $82.84 | $4M | +20,000 | +11.6% | |
| 41 | DDOG | 0.26% | 60,687 | $16M | $260.36 | $9M | -503 | -0.8% | |
| 42 | PG | 0.25% | 105,504 | $15M | $146.64 | $557K | +2,252 | +2.2% | |
| 43 | UBER | 0.25% | 211,619 | $15M | $72.16 | -$67K | -1,610 | -0.8% | |
| 44 | SYY | 0.24% | 171,800 | $14M | $83.58 | $4M | +32,621 | +23.4% | |
| 45 | SPGI | 0.23% | 34,778 | $14M | $407.26 | -$593K | +83 | +0.2% | |
| 46 | APH | 0.23% | 79,027 | $14M | $176.32 | $9M | +38,402 | +94.5% | |
| 47 | MELI | 0.20% | 7,300 | $12M | $1,697.39 | -$231K | — | — | |
| 48 | CME | 0.20% | 55,065 | $12M | $220.83 | -$4M | -336 | -0.6% | |
| 49 | ISRG | 0.20% | 30,486 | $12M | $397.68 | $147K | +4,506 | +17.3% | |
| 50 | CDNS | 0.19% | 31,046 | $12M | $375.32 | $3M | +1,110 | +3.7% | |
| 51 | VMC | 0.19% | 38,751 | $11M | $295.01 | $805K | -274 | -0.7% | |
| 52 | AMD | 0.18% | 18,804 | $11M | $580.91 | $7M | +963 | +5.4% | |
| 53 | TSLA | 0.17% | 24,030 | $10M | $420.60 | $657K | -1,390 | -5.5% | |
| 54 | TMUS | 0.16% | 56,924 | $10M | $167.73 | -$1M | +5,612 | +10.9% | |
| 55 | BAC | 0.13% | 142,704 | $8M | $56.98 | $342K | -17,079 | -10.7% | |
| 56 | CAT | 0.12% | 7,130 | $8M | $1,064.90 | $2M | -418 | -5.5% | |
| 57 | BSX | 0.12% | 177,353 | $8M | $42.68 | -$2M | +24,924 | +16.4% | |
| 58 | PAYX | 0.12% | 73,900 | $7M | $98.33 | $2M | +17,400 | +30.8% | |
| 59 | CSCO | 0.11% | 58,672 | $7M | $117.46 | $3M | +11,143 | +23.4% | |
| 60 | JNJ | 0.11% | 25,310 | $6M | $253.97 | -$121K | -1,482 | -5.5% | |
| 61 | KLAC | 0.10% | 20,787 | $6M | $301.71 | $3M | +18,363 | +757.5% | |
| 62 | V | 0.10% | 18,080 | $6M | $343.09 | $422K | -1,046 | -5.5% | |
| 63 | COHR | 0.10% | 15,612 | $6M | $394.47 | — | +15,612 | — | NEW |
| 64 | AMAT | 0.10% | 8,446 | $6M | $723.00 | $3M | -524 | -5.8% | |
| 65 | XONA.DE | 0.10% | 43,296 | $6M | $136.72 | -$2M | -2,497 | -5.5% | |
| 66 | INTC | 0.10% | 41,796 | $6M | $139.63 | $5M | +11,747 | +39.1% | |
| 67 | MDB | 0.09% | 16,900 | $6M | $335.90 | $2M | +3,900 | +30.0% | |
| 68 | BRK-B | 0.09% | 10,849 | $5M | $500.39 | -$71K | -628 | -5.5% | |
| 69 | GE | 0.09% | 14,249 | $5M | $373.73 | $1M | -835 | -5.5% | |
| 70 | CRWD | 0.08% | 6,789 | $5M | $763.14 | $2M | -1,041 | -13.3% | |
| 71 | WDC | 0.08% | 7,804 | $5M | $638.72 | $2M | -2,210 | -22.1% | |
| 72 | LRCX | 0.08% | 11,458 | $5M | $433.33 | $2M | -670 | -5.5% | |
| 73 | ABBV | 0.08% | 19,641 | $5M | $251.64 | $220K | -2,073 | -9.6% | |
| 74 | PWR | 0.08% | 6,404 | $5M | $720.04 | -$359K | -2,649 | -29.3% | |
| 75 | PM | 0.07% | 24,301 | $4M | $180.91 | -$213K | -3,579 | -12.8% | |
| 76 | SNDK | 0.07% | 1,900 | $4M | $2,273.73 | — | +1,900 | — | NEW |
| 77 | AXP | 0.07% | 12,756 | $4M | $338.25 | -$145K | -1,989 | -13.5% | |
| 78 | ETN | 0.07% | 9,947 | $4M | $426.12 | $116K | -1,579 | -13.7% | |
| 79 | NEM | 0.07% | 44,712 | $4M | $93.38 | $1M | -8,916 | -16.6% | |
| 80 | MS | 0.07% | 19,712 | $4M | $209.04 | $689K | -1,140 | -5.5% | |
| 81 | WMB | 0.07% | 55,380 | $4M | $74.34 | -$1M | -15,056 | -21.4% | |
| 82 | FIX | 0.07% | 2,060 | $4M | $1,981.95 | $562K | -493 | -19.3% | |
| 83 | COST | 0.07% | 4,334 | $4M | $935.47 | -$513K | -250 | -5.5% | |
| 84 | STX | 0.06% | 3,927 | $4M | $965.00 | $2M | -617 | -13.6% | |
| 85 | KO | 0.06% | 44,829 | $4M | $81.27 | $889K | +8,610 | +23.8% | |
| 86 | HD | 0.06% | 10,224 | $4M | $352.68 | $49K | -592 | -5.5% | |
| 87 | PH | 0.06% | 3,675 | $4M | $978.12 | -$575K | -982 | -21.1% | |
| 88 | GLW | 0.06% | 13,805 | $4M | $255.43 | $2M | +5,903 | +74.7% | |
| 89 | C | 0.06% | 25,161 | $4M | $139.96 | $503K | -1,455 | -5.5% | |
| 90 | ANET | 0.06% | 20,526 | $3M | $169.88 | -$454K | -11,572 | -36.0% | |
| 91 | TD | 0.06% | 28,467 | $3M | $121.43 | $647K | -1,647 | -5.5% | |
| 92 | APP | 0.06% | 6,623 | $3M | $515.23 | $341K | -1,094 | -14.2% | |
| 93 | HWM | 0.05% | 12,209 | $3M | $268.86 | -$135K | -2,618 | -17.7% | |
| 94 | VRTX | 0.05% | 6,558 | $3M | $496.73 | -$205K | -1,197 | -15.4% | |
| 95 | WELL | 0.05% | 14,344 | $3M | $226.97 | $256K | -829 | -5.5% | |
| 96 | ECL | 0.05% | 11,643 | $3M | $278.61 | -$372K | -1,948 | -14.3% | |
| 97 | CVX | 0.05% | 19,569 | $3M | $165.76 | -$1M | -1,132 | -5.5% | |
| 98 | KEYS | 0.05% | 9,197 | $3M | $350.07 | $473K | -531 | -5.5% | |
| 99 | IBKR | 0.05% | 36,310 | $3M | $87.04 | -$232K | -14,272 | -28.2% | |
| 100 | BNY | 0.05% | 21,758 | $3M | $144.61 | -$184K | -6,320 | -22.5% |