Asset Manager
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SUMITOMO LIFE INSURANCE CO
Market Value
$3.6B
+13.3%
Holdings
285
+6
New Purchases
17
Added To
214
Closed
5
Reduced
44
Top 10 Concentration
62.1%
Turnover
7.7%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| IVV | 14.10% | 3.32% | +10.77% | $514M |
| GSG | 1.10% | 0.00% | +1.10% | $40M |
| GOOGL | 2.09% | 1.75% | +0.35% | $76M |
| LLY | 0.96% | 0.67% | +0.28% | $35M |
| MDB | 0.22% | 0.00% | +0.22% | $8M |
| SCHP | 0.91% | 0.72% | +0.19% | $33M |
| EMB | 4.01% | 3.83% | +0.18% | $146M |
| GOOG | 0.61% | 0.45% | +0.16% | $22M |
| IFRA | 0.28% | 0.12% | +0.16% | $10M |
| VWOB | 0.93% | 0.78% | +0.15% | $34M |
| AFRM | 0.12% | 0.00% | +0.12% | $5M |
| NEM | 0.14% | 0.03% | +0.12% | $5M |
| B | 0.09% | 0.00% | +0.09% | $3M |
| KGC | 0.08% | 0.00% | +0.08% | $3M |
| GS | 0.55% | 0.47% | +0.08% | $20M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| TIP | 0.00% | 5.08% | -5.08% | $0 |
| SCHD | 23.34% | 26.32% | -2.98% | $852M |
| IVVW | 3.78% | 4.38% | -0.60% | $138M |
| VWO | 2.95% | 3.54% | -0.59% | $108M |
| VOO | 0.46% | 0.98% | -0.53% | $17M |
| META | 0.86% | 1.37% | -0.51% | $31M |
| MSFT | 2.51% | 2.93% | -0.41% | $92M |
| PBP | 3.89% | 4.27% | -0.38% | $142M |
| IEMG | 0.60% | 0.96% | -0.36% | $22M |
| AVGO | 1.12% | 1.34% | -0.22% | $41M |
| DDOG | 0.27% | 0.45% | -0.18% | $10M |
| XYLD | 1.90% | 2.08% | -0.18% | $69M |
| FEZ | 0.69% | 0.87% | -0.18% | $25M |
| KKR | 0.26% | 0.40% | -0.14% | $9M |
| ORCL | 0.14% | 0.27% | -0.13% | $5M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 56 | $1.3B | 36.8% |
| Large Cap | 215 | $1.8B | 48.2% |
| Mid Cap | 11 | $226M | 6.2% |
| Small Cap | 2 | $182M | 5.0% |
| Micro Cap | 1 | $138M | 3.8% |
Portfolio Analytics
Avg Market Cap
$239.0B
Median Market Cap
$84.4B
Avg P/E
34.8
Median P/E
26.6
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
266
# ETFs / Funds
19
Top Holdings (285 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | 23.34% | 31,050,000 | $852M | $27.43 | $4M | — | — | |
| 2 | IVV | 14.10% | 751,000 | $514M | $684.94 | $407M | +591,000 | +369.4% | |
| 3 | EMB | 4.01% | 1,517,978 | $146M | $96.28 | $23M | +222,344 | +17.2% | |
| 4 | PBP | 3.89% | 6,220,000 | $142M | $22.83 | $4M | — | — | |
| 5 | IVVW | 3.78% | 3,030,000 | $138M | $45.53 | -$3M | — | — | |
| 6 | NVDA | 3.13% | 613,375 | $114M | $186.50 | $11M | +60,888 | +11.0% | |
| 7 | VWO | 2.95% | 2,005,583 | $108M | $53.76 | -$6M | -99,990 | -4.8% | |
| 8 | MSFT | 2.51% | 189,751 | $92M | $483.62 | -$2M | +7,856 | +4.3% | |
| 9 | AAPL | 2.34% | 313,432 | $85M | $271.86 | $12M | +24,239 | +8.4% | |
| 10 | GOOGL | 2.09% | 243,955 | $76M | $313.00 | $20M | +12,435 | +5.4% | |
| 11 | XYLD | 1.90% | 1,710,000 | $69M | $40.63 | $2M | — | — | |
| 12 | BKLN | 1.82% | 3,170,000 | $67M | $21.00 | $5M | +252,091 | +8.6% | |
| 13 | AMZN | 1.68% | 266,291 | $61M | $230.82 | $9M | +28,230 | +11.9% | |
| 14 | VNQ | 1.33% | 549,762 | $49M | $88.49 | $3M | +50,991 | +10.2% | |
| 15 | AVGO | 1.12% | 117,849 | $41M | $346.10 | -$2M | -12,668 | -9.7% | |
| 16 | GSG | 1.10% | 1,746,896 | $40M | $23.06 | — | +1,746,896 | — | NEW |
| 17 | LLY | 0.96% | 32,546 | $35M | $1,074.68 | $13M | +4,087 | +14.4% | |
| 18 | VWOB | 0.93% | 502,300 | $34M | $67.43 | $9M | +126,300 | +33.6% | |
| 19 | SCHP | 0.91% | 1,250,000 | $33M | $26.49 | $10M | +387,300 | +44.9% | |
| 20 | META | 0.86% | 47,511 | $31M | $660.09 | -$13M | -12,591 | -20.9% | |
| 21 | JPM | 0.84% | 95,604 | $31M | $322.22 | $2M | +3,084 | +3.3% | |
| 22 | USHY | 0.77% | 754,000 | $28M | $37.40 | $4M | +102,800 | +15.8% | |
| 23 | MA | 0.71% | 45,499 | $26M | $570.88 | $4M | +7,276 | +19.0% | |
| 24 | FEZ | 0.69% | 391,300 | $25M | $64.39 | -$3M | -57,600 | -12.8% | |
| 25 | GOOG | 0.61% | 71,504 | $22M | $313.80 | $8M | +11,782 | +19.7% | |
| 26 | IEMG | 0.60% | 324,000 | $22M | $67.22 | -$9M | -142,900 | -30.6% | |
| 27 | GS | 0.55% | 22,680 | $20M | $879.00 | $5M | +3,638 | +19.1% | |
| 28 | WMT | 0.48% | 156,394 | $17M | $111.41 | $2M | +6,988 | +4.7% | |
| 29 | USRT | 0.46% | 293,300 | $17M | $56.96 | $130K | +11,000 | +3.9% | |
| 30 | VOO | 0.46% | 26,600 | $17M | $627.13 | -$15M | -25,200 | -48.6% | |
| 31 | TMO | 0.45% | 28,470 | $16M | $579.45 | $3M | +1,437 | +5.3% | |
| 32 | SPGI | 0.44% | 30,949 | $16M | $522.59 | $2M | +1,612 | +5.5% | |
| 33 | WM | 0.44% | 72,776 | $16M | $219.71 | $3M | +12,250 | +20.2% | |
| 34 | NOW | 0.43% | 103,070 | $16M | $153.19 | -$650K | +85,207 | +477.0% | |
| 35 | CME | 0.38% | 50,438 | $14M | $273.08 | $2M | +6,137 | +13.8% | |
| 36 | UBER | 0.38% | 168,333 | $14M | $81.71 | -$2M | +10,694 | +6.8% | |
| 37 | PANW | 0.37% | 73,658 | $14M | $184.20 | -$888K | +2,664 | +3.8% | |
| 38 | ISRG | 0.36% | 22,978 | $13M | $566.36 | $1M | -2,769 | -10.8% | |
| 39 | BSX | 0.36% | 136,372 | $13M | $95.35 | $545K | +8,771 | +6.9% | |
| 40 | NEE | 0.33% | 149,957 | $12M | $80.28 | $2M | +20,623 | +15.9% | |
| 41 | MELI | 0.32% | 5,800 | $12M | $2,014.26 | -$1M | +300 | +5.5% | |
| 42 | PG | 0.31% | 79,075 | $11M | $143.31 | -$2M | -5,222 | -6.2% | |
| 43 | TSLA | 0.31% | 24,771 | $11M | $449.72 | $983K | +1,932 | +8.5% | |
| 44 | VRT | 0.29% | 66,132 | $11M | $162.01 | $827K | +596 | +0.9% | |
| 45 | ABNB | 0.29% | 76,702 | $10M | $135.72 | $2M | +10,631 | +16.1% | |
| 46 | IFRA | 0.28% | 196,700 | $10M | $52.62 | $6M | +121,500 | +161.6% | |
| 47 | DDOG | 0.27% | 72,360 | $10M | $135.99 | -$5M | -29,661 | -29.1% | |
| 48 | VMC | 0.26% | 33,494 | $10M | $285.22 | $2M | +7,741 | +30.1% | |
| 49 | PAYX | 0.26% | 84,600 | $9M | $112.18 | $313K | +12,200 | +16.9% | |
| 50 | KKR | 0.26% | 73,300 | $9M | $127.48 | -$3M | -24,800 | -25.3% | |
| 51 | BAC | 0.24% | 161,890 | $9M | $55.00 | $1M | +12,583 | +8.4% | |
| 52 | TMUS | 0.22% | 40,320 | $8M | $203.04 | -$1M | +777 | +2.0% | |
| 53 | MDB | 0.22% | 18,800 | $8M | $419.69 | — | +18,800 | — | NEW |
| 54 | CDNS | 0.20% | 23,600 | $7M | $312.58 | $633K | +4,400 | +22.9% | |
| 55 | ZTS | 0.20% | 58,443 | $7M | $125.82 | -$1M | -1,383 | -2.3% | |
| 56 | SYY | 0.19% | 95,418 | $7M | $73.69 | $88K | +11,094 | +13.2% | |
| 57 | V | 0.18% | 18,645 | $7M | $350.71 | -$2M | -6,000 | -24.4% | |
| 58 | APH | 0.17% | 46,812 | $6M | $135.14 | $564K | +247 | +0.5% | |
| 59 | BKNG | 0.16% | 1,104 | $6M | $5,355.33 | -$16K | +6 | +0.6% | |
| 60 | INTU | 0.16% | 8,621 | $6M | $662.42 | $155K | +485 | +6.0% | |
| 61 | AXP | 0.16% | 15,303 | $6M | $369.95 | $607K | +87 | +0.6% | |
| 62 | BRK-B | 0.15% | 11,188 | $6M | $502.65 | $48K | +97 | +0.9% | |
| 63 | NEM | 0.14% | 52,846 | $5M | $99.88 | $4M | +41,606 | +370.2% | |
| 64 | ORCL | 0.14% | 26,061 | $5M | $194.91 | -$3M | -4,432 | -14.5% | |
| 65 | APP | 0.13% | 7,270 | $5M | $673.82 | -$291K | +47 | +0.7% | |
| 66 | CRWD | 0.13% | 10,015 | $5M | $468.76 | -$186K | +63 | +0.6% | |
| 67 | PM | 0.13% | 28,529 | $5M | $160.40 | -$24K | +171 | +0.6% | |
| 68 | AFRM | 0.12% | 61,100 | $5M | $74.43 | — | +61,100 | — | NEW |
| 69 | WMB | 0.12% | 74,411 | $4M | $60.11 | $53K | +4,635 | +6.6% | |
| 70 | ABBV | 0.12% | 19,314 | $4M | $228.49 | $857K | +3,954 | +25.7% | |
| 71 | ANET | 0.12% | 33,504 | $4M | $131.03 | -$466K | +176 | +0.5% | |
| 72 | PH | 0.12% | 4,935 | $4M | $878.96 | $608K | +16 | +0.3% | |
| 73 | XOM | 0.12% | 35,423 | $4M | $120.34 | $303K | +306 | +0.9% | |
| 74 | PLTR | 0.11% | 23,411 | $4M | $177.75 | -$74K | +194 | +0.8% | |
| 75 | TT | 0.11% | 10,620 | $4M | $389.20 | -$327K | +50 | +0.5% | |
| 76 | JNJ | 0.11% | 19,569 | $4M | $206.95 | $452K | +168 | +0.9% | |
| 77 | NFLX | 0.11% | 42,553 | $4M | $93.76 | -$1M | +38,349 | +912.2% | |
| 78 | PWR | 0.11% | 9,414 | $4M | $422.06 | $88K | +38 | +0.4% | |
| 79 | GE | 0.11% | 12,628 | $4M | $308.03 | $125K | +113 | +0.9% | |
| 80 | MU | 0.11% | 13,558 | $4M | $285.41 | $2M | +4,082 | +43.1% | |
| 81 | COST | 0.11% | 4,468 | $4M | $862.34 | -$248K | +38 | +0.9% | |
| 82 | ETN | 0.10% | 11,979 | $4M | $318.51 | -$642K | +68 | +0.6% | |
| 83 | IBKR | 0.10% | 58,550 | $4M | $64.31 | -$252K | +170 | +0.3% | |
| 84 | QCOM | 0.10% | 21,910 | $4M | $171.05 | $124K | +130 | +0.6% | |
| 85 | AMD | 0.10% | 17,393 | $4M | $214.16 | $935K | +151 | +0.9% | |
| 86 | ECL | 0.10% | 14,134 | $4M | $262.52 | -$139K | +76 | +0.5% | |
| 87 | CAT | 0.10% | 6,448 | $4M | $572.87 | $643K | +55 | +0.9% | |
| 88 | VRTX | 0.10% | 8,126 | $4M | $453.36 | $906K | +1,033 | +14.6% | |
| 89 | SYK | 0.10% | 10,333 | $4M | $351.47 | -$166K | +60 | +0.6% | |
| 90 | HD | 0.10% | 10,543 | $4M | $344.10 | -$607K | +91 | +0.9% | |
| 91 | MS | 0.10% | 20,327 | $4M | $177.53 | $405K | +176 | +0.9% | |
| 92 | WFC | 0.10% | 38,422 | $4M | $93.20 | $388K | +333 | +0.9% | |
| 93 | CSCO | 0.10% | 46,330 | $4M | $77.03 | $426K | +400 | +0.9% | |
| 94 | CEG | 0.10% | 9,933 | $4M | $353.27 | $1M | +3,352 | +50.9% | |
| 95 | TKO | 0.10% | 16,764 | $4M | $209.00 | $133K | +72 | +0.4% | |
| 96 | TJX | 0.09% | 22,476 | $3M | $153.61 | -$180K | -2,656 | -10.6% | |
| 97 | BK | 0.09% | 29,734 | $3M | $116.09 | $2M | +14,498 | +95.2% | |
| 98 | HWM | 0.09% | 16,704 | $3M | $205.02 | $175K | +145 | +0.9% | |
| 99 | AEM | 0.09% | 20,166 | $3M | $169.59 | $3M | +14,959 | +287.3% | |
| 100 | HEI | 0.09% | 9,979 | $3M | $323.59 | $27K | +59 | +0.6% |