Asset Manager
← All Institutions
SUMITOMO LIFE INSURANCE CO
Market Value
$3.2B
+118.5%
Holdings
279
-5
New Purchases
14
Added To
54
Closed
11
Reduced
194
Top 10 Concentration
59.2%
Turnover
9.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| SCHD | 26.32% | 0.00% | +26.32% | $848M |
| PBP | 4.27% | 0.00% | +4.27% | $138M |
| EMB | 3.83% | 0.00% | +3.83% | $123M |
| VWO | 3.54% | 0.00% | +3.54% | $114M |
| IVV | 3.32% | 0.00% | +3.32% | $107M |
| XYLD | 2.08% | 0.00% | +2.08% | $67M |
| VOO | 0.98% | 0.30% | +0.68% | $32M |
| IEMG | 0.96% | 0.45% | +0.51% | $31M |
| SCHP | 0.72% | 0.32% | +0.40% | $23M |
| USRT | 0.51% | 0.18% | +0.33% | $17M |
| VWOB | 0.78% | 0.49% | +0.29% | $25M |
| DDOG | 0.45% | 0.20% | +0.25% | $15M |
| USHY | 0.76% | 0.56% | +0.20% | $25M |
| TMUS | 0.29% | 0.12% | +0.17% | $9M |
| APP | 0.16% | 0.05% | +0.11% | $5M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| IVVW | 4.38% | 9.45% | -5.07% | $141M |
| MSFT | 2.93% | 5.63% | -2.70% | $94M |
| NVDA | 3.20% | 5.85% | -2.65% | $103M |
| TIP | 5.08% | 7.61% | -2.53% | $164M |
| AAPL | 2.29% | 3.95% | -1.67% | $74M |
| META | 1.37% | 2.85% | -1.48% | $44M |
| AMZN | 1.62% | 2.99% | -1.37% | $52M |
| AVGO | 1.34% | 2.54% | -1.20% | $43M |
| BKLN | 1.90% | 3.08% | -1.18% | $61M |
| JPM | 0.91% | 2.01% | -1.10% | $29M |
| LLY | 0.67% | 1.64% | -0.97% | $22M |
| NOW | 0.51% | 1.27% | -0.76% | $16M |
| PG | 0.40% | 1.06% | -0.65% | $13M |
| ADBE | 0.01% | 0.64% | -0.63% | $401K |
| SPGI | 0.44% | 1.03% | -0.58% | $14M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 55 | $879M | 27.3% |
| Large Cap | 210 | $1.9B | 57.7% |
| Mid Cap | 12 | $206M | 6.4% |
| Small Cap | 1 | $138M | 4.3% |
| Micro Cap | 1 | $141M | 4.4% |
Portfolio Analytics
Avg Market Cap
$241.5B
Median Market Cap
$85.1B
Avg P/E
35.4
Median P/E
26.0
Avg Dividend Yield
0.02%
Avg Beta
0.94
# Stocks
261
# ETFs / Funds
18
Top Holdings (279 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | 26.32% | 31,050,000 | $848M | $27.30 | — | +31,050,000 | — | NEW |
| 2 | TIP | 5.08% | 1,471,634 | $164M | $111.22 | $51M | +451,450 | +44.2% | |
| 3 | IVVW | 4.38% | 3,030,000 | $141M | $46.57 | $2M | — | — | |
| 4 | PBP | 4.27% | 6,220,000 | $138M | $22.12 | — | +6,220,000 | — | NEW |
| 5 | EMB | 3.83% | 1,295,634 | $123M | $95.19 | — | +1,295,634 | — | NEW |
| 6 | VWO | 3.54% | 2,105,573 | $114M | $54.18 | — | +2,105,573 | — | NEW |
| 7 | IVV | 3.32% | 160,000 | $107M | $669.30 | — | +160,000 | — | NEW |
| 8 | NVDA | 3.20% | 552,487 | $103M | $186.58 | $17M | +6,403 | +1.2% | |
| 9 | MSFT | 2.93% | 181,895 | $94M | $517.95 | $11M | +15,138 | +9.1% | |
| 10 | AAPL | 2.29% | 289,193 | $74M | $254.63 | $15M | +5,115 | +1.8% | |
| 11 | XYLD | 2.08% | 1,710,000 | $67M | $39.26 | — | +1,710,000 | — | NEW |
| 12 | BKLN | 1.90% | 2,917,909 | $61M | $20.93 | $16M | +750,662 | +34.6% | |
| 13 | GOOGL | 1.75% | 231,520 | $56M | $243.10 | $24M | +46,976 | +25.5% | |
| 14 | AMZN | 1.62% | 238,061 | $52M | $219.57 | $8M | +37,168 | +18.5% | |
| 15 | VNQ | 1.42% | 498,771 | $46M | $91.42 | $22M | +238,064 | +91.3% | |
| 16 | META | 1.37% | 60,102 | $44M | $734.38 | $2M | +3,223 | +5.7% | |
| 17 | AVGO | 1.34% | 130,517 | $43M | $329.91 | $6M | -5,221 | -3.9% | |
| 18 | VOO | 0.98% | 51,800 | $32M | $612.38 | $27M | +43,900 | +555.7% | |
| 19 | IEMG | 0.96% | 466,900 | $31M | $65.92 | $24M | +357,100 | +325.2% | |
| 20 | JPM | 0.91% | 92,520 | $29M | $315.43 | -$466K | -9,752 | -9.5% | |
| 21 | FEZ | 0.87% | 448,900 | $28M | $62.12 | $14M | +212,800 | +90.1% | |
| 22 | VWOB | 0.78% | 376,000 | $25M | $66.90 | $18M | +265,800 | +241.2% | |
| 23 | USHY | 0.76% | 651,200 | $25M | $37.78 | $16M | +431,300 | +196.1% | |
| 24 | SCHP | 0.72% | 862,700 | $23M | $26.95 | $18M | +684,600 | +384.4% | |
| 25 | MA | 0.68% | 38,223 | $22M | $568.81 | $4M | +6,821 | +21.7% | |
| 26 | LLY | 0.67% | 28,459 | $22M | $763.00 | -$3M | -2,621 | -8.4% | |
| 27 | USRT | 0.51% | 282,300 | $17M | $58.72 | $14M | +234,300 | +488.1% | |
| 28 | NOW | 0.51% | 17,863 | $16M | $920.28 | -$2M | -315 | -1.7% | |
| 29 | UBER | 0.48% | 157,639 | $15M | $97.97 | $3M | +24,479 | +18.4% | |
| 30 | WMT | 0.48% | 149,406 | $15M | $103.06 | $2M | +9,979 | +7.2% | |
| 31 | GS | 0.47% | 19,042 | $15M | $796.35 | $2M | +56 | +0.3% | |
| 32 | GOOG | 0.45% | 59,722 | $15M | $243.55 | $3M | -5,721 | -8.7% | |
| 33 | DDOG | 0.45% | 102,021 | $15M | $142.40 | $12M | +80,087 | +365.1% | |
| 34 | PANW | 0.45% | 70,994 | $14M | $203.62 | $4M | +19,707 | +38.4% | |
| 35 | SPGI | 0.44% | 29,337 | $14M | $486.71 | -$857K | +633 | +2.2% | |
| 36 | WM | 0.41% | 60,526 | $13M | $220.83 | $2M | +9,268 | +18.1% | |
| 37 | TMO | 0.41% | 27,033 | $13M | $485.02 | $3M | +1,262 | +4.9% | |
| 38 | PG | 0.40% | 84,297 | $13M | $153.65 | -$3M | -13,457 | -13.8% | |
| 39 | MELI | 0.40% | 5,500 | $13M | $2,336.94 | $4M | +2,100 | +61.8% | |
| 40 | KKR | 0.40% | 98,100 | $13M | $129.95 | $5M | +41,300 | +72.7% | |
| 41 | BSX | 0.39% | 127,601 | $12M | $97.63 | $1M | +22,663 | +21.6% | |
| 42 | CME | 0.37% | 44,301 | $12M | $270.19 | $4M | +14,229 | +47.3% | |
| 43 | ISRG | 0.36% | 25,747 | $12M | $447.23 | -$2M | +960 | +3.9% | |
| 44 | TSLA | 0.32% | 22,839 | $10M | $444.72 | $3M | -738 | -3.1% | |
| 45 | VRT | 0.31% | 65,536 | $10M | $150.86 | $2M | +7,400 | +12.7% | |
| 46 | NEE | 0.30% | 129,334 | $10M | $75.49 | -$387K | -16,881 | -11.6% | |
| 47 | TMUS | 0.29% | 39,543 | $9M | $239.38 | $8M | +32,082 | +430.0% | |
| 48 | PAYX | 0.28% | 72,400 | $9M | $126.76 | $28K | +9,500 | +15.1% | |
| 49 | ZTS | 0.27% | 59,826 | $9M | $146.32 | -$25K | +3,536 | +6.3% | |
| 50 | ORCL | 0.27% | 30,493 | $9M | $281.24 | $2M | +1,785 | +6.2% | |
| 51 | V | 0.26% | 24,645 | $8M | $341.38 | -$575K | -671 | -2.6% | |
| 52 | ABNB | 0.25% | 66,071 | $8M | $121.42 | $421K | +8,636 | +15.0% | |
| 53 | VMC | 0.25% | 25,753 | $8M | $307.62 | $1M | -169 | -0.7% | |
| 54 | BAC | 0.24% | 149,307 | $8M | $51.59 | $447K | -4,021 | -2.6% | |
| 55 | SYY | 0.22% | 84,324 | $7M | $82.34 | -$2M | -37,747 | -30.9% | |
| 56 | CDNS | 0.21% | 19,200 | $7M | $351.26 | $3M | +5,900 | +44.4% | |
| 57 | BKNG | 0.18% | 1,098 | $6M | $5,399.27 | -$567K | -24 | -2.1% | |
| 58 | APH | 0.18% | 46,565 | $6M | $123.75 | $1M | -917 | -1.9% | |
| 59 | BRK-B | 0.17% | 11,091 | $6M | $502.74 | $16K | -354 | -3.1% | |
| 60 | INTU | 0.17% | 8,136 | $6M | $682.91 | -$982K | -165 | -2.0% | |
| 61 | APP | 0.16% | 7,223 | $5M | $718.54 | $4M | +5,224 | +261.3% | |
| 62 | AXP | 0.16% | 15,216 | $5M | $332.16 | $98K | -323 | -2.1% | |
| 63 | NFLX | 0.16% | 4,204 | $5M | $1,198.92 | -$40K | +410 | +10.8% | |
| 64 | CRWD | 0.15% | 9,952 | $5M | $490.38 | -$307K | -232 | -2.3% | |
| 65 | ANET | 0.15% | 33,328 | $5M | $145.71 | $1M | -653 | -1.9% | |
| 66 | PM | 0.14% | 28,358 | $5M | $162.20 | -$682K | -644 | -2.2% | |
| 67 | TT | 0.14% | 10,570 | $4M | $421.96 | -$244K | -184 | -1.7% | |
| 68 | ETN | 0.14% | 11,911 | $4M | $374.25 | $116K | -250 | -2.1% | |
| 69 | WMB | 0.14% | 69,776 | $4M | $63.35 | -$40K | -1,244 | -1.8% | |
| 70 | PLTR | 0.13% | 23,217 | $4M | $182.42 | $1M | +2,179 | +10.4% | |
| 71 | HD | 0.13% | 10,452 | $4M | $405.19 | $280K | -334 | -3.1% | |
| 72 | COST | 0.13% | 4,430 | $4M | $925.63 | -$426K | -143 | -3.1% | |
| 73 | IBKR | 0.12% | 58,380 | $4M | $68.81 | $735K | -852 | -1.4% | |
| 74 | IFRA | 0.12% | 75,200 | $4M | $52.82 | $971K | +14,200 | +23.3% | |
| 75 | XOM | 0.12% | 35,117 | $4M | $112.75 | $51K | -1,137 | -3.1% | |
| 76 | PWR | 0.12% | 9,376 | $4M | $414.42 | $274K | -176 | -1.8% | |
| 77 | ECL | 0.12% | 14,058 | $4M | $273.86 | -$14K | -284 | -2.0% | |
| 78 | SYK | 0.12% | 10,273 | $4M | $369.67 | -$353K | -219 | -2.1% | |
| 79 | GE | 0.12% | 12,515 | $4M | $300.82 | $1M | +3,176 | +34.0% | |
| 80 | PH | 0.12% | 4,919 | $4M | $758.15 | $237K | -81 | -1.6% | |
| 81 | TJX | 0.11% | 25,132 | $4M | $144.54 | $455K | -600 | -2.3% | |
| 82 | QCOM | 0.11% | 21,780 | $4M | $166.36 | $78K | -481 | -2.2% | |
| 83 | JNJ | 0.11% | 19,401 | $4M | $185.42 | $538K | -627 | -3.1% | |
| 84 | ABBV | 0.11% | 15,360 | $4M | $231.54 | $613K | -497 | -3.1% | |
| 85 | TKO | 0.10% | 16,692 | $3M | $201.96 | $660K | +1,791 | +12.0% | |
| 86 | SNPS | 0.10% | 6,715 | $3M | $493.39 | -$961K | -1,622 | -19.5% | |
| 87 | HWM | 0.10% | 16,559 | $3M | $196.23 | $66K | -546 | -3.2% | |
| 88 | SPOT | 0.10% | 4,613 | $3M | $698.00 | -$385K | -85 | -1.8% | |
| 89 | TRMB | 0.10% | 39,371 | $3M | $81.65 | $164K | -779 | -1.9% | |
| 90 | MS | 0.10% | 20,151 | $3M | $158.96 | $273K | -652 | -3.1% | |
| 91 | HEI | 0.10% | 9,920 | $3M | $322.82 | $2M | +4,892 | +97.3% | |
| 92 | WFC | 0.10% | 38,089 | $3M | $83.82 | $42K | -1,233 | -3.1% | |
| 93 | CSCO | 0.10% | 45,930 | $3M | $68.42 | $830K | +12,599 | +37.8% | |
| 94 | CVX | 0.10% | 20,004 | $3M | $155.29 | $149K | -647 | -3.1% | |
| 95 | CTAS | 0.10% | 15,054 | $3M | $205.26 | -$331K | -296 | -1.9% | |
| 96 | ARES | 0.10% | 19,315 | $3M | $159.89 | -$309K | -299 | -1.5% | |
| 97 | CAT | 0.09% | 6,393 | $3M | $477.15 | $489K | -206 | -3.1% | |
| 98 | UNH | 0.09% | 8,530 | $3M | $345.30 | $199K | -275 | -3.1% | |
| 99 | AMD | 0.09% | 17,242 | $3M | $161.79 | $264K | -557 | -3.1% | |
| 100 | VRTX | 0.09% | 7,093 | $3M | $391.64 | -$444K | -143 | -2.0% |