Asset Manager
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SUMITOMO LIFE INSURANCE CO
Market Value
$4.3B
+16.6%
Holdings
291
+6
New Purchases
11
Added To
192
Closed
11
Reduced
74
Top 10 Concentration
69.8%
Turnover
7.6%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| SCHD | 32.77% | 23.34% | +9.43% | $1.4B |
| TIP | 3.93% | 0.00% | +3.93% | $167M |
| IVV | 15.80% | 14.10% | +1.70% | $672M |
| GEV | 0.27% | 0.06% | +0.21% | $12M |
| VOO | 0.58% | 0.46% | +0.13% | $25M |
| NEE | 0.42% | 0.33% | +0.09% | $18M |
| XOM | 0.18% | 0.12% | +0.07% | $8M |
| CW | 0.07% | 0.02% | +0.05% | $3M |
| JNJ | 0.15% | 0.11% | +0.04% | $7M |
| STX | 0.04% | 0.00% | +0.04% | $2M |
| WMT | 0.52% | 0.48% | +0.04% | $22M |
| SYY | 0.23% | 0.19% | +0.04% | $10M |
| PG | 0.35% | 0.31% | +0.04% | $15M |
| VRT | 0.33% | 0.29% | +0.04% | $14M |
| LRCX | 0.06% | 0.02% | +0.04% | $3M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VWO | 0.87% | 2.95% | -2.08% | $37M |
| EMB | 2.95% | 4.01% | -1.05% | $126M |
| MSFT | 1.55% | 2.51% | -0.97% | $66M |
| BKLN | 0.90% | 1.82% | -0.93% | $38M |
| VNQ | 0.55% | 1.33% | -0.78% | $24M |
| PBP | 3.21% | 3.89% | -0.68% | $137M |
| IVVW | 3.11% | 3.78% | -0.67% | $132M |
| GSG | 0.49% | 1.10% | -0.61% | $21M |
| NVDA | 2.60% | 3.13% | -0.53% | $111M |
| AMZN | 1.32% | 1.68% | -0.36% | $56M |
| NOW | 0.07% | 0.43% | -0.36% | $3M |
| GOOGL | 1.74% | 2.09% | -0.35% | $74M |
| XYLD | 1.57% | 1.90% | -0.33% | $67M |
| SCHP | 0.58% | 0.91% | -0.32% | $25M |
| IEMG | 0.28% | 0.60% | -0.31% | $12M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 56 | $1.5B | 35.1% |
| Large Cap | 221 | $2.3B | 53.8% |
| Mid Cap | 11 | $181M | 4.3% |
| Small Cap | 2 | $158M | 3.7% |
| Micro Cap | 1 | $132M | 3.1% |
Portfolio Analytics
Avg Market Cap
$236.1B
Median Market Cap
$84.4B
Avg P/E
35.3
Median P/E
26.7
Avg Dividend Yield
0.02%
Avg Beta
0.97
# Stocks
272
# ETFs / Funds
19
Top Holdings (291 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | 32.77% | 45,450,000 | $1.4B | $30.68 | $543M | +14,400,000 | +46.4% | |
| 2 | IVV | 15.80% | 1,029,000 | $672M | $653.21 | $158M | +278,000 | +37.0% | |
| 3 | TIP | 3.93% | 1,513,455 | $167M | $110.36 | — | +1,513,455 | — | NEW |
| 4 | PBP | 3.21% | 6,220,000 | $137M | $21.99 | -$5M | — | — | |
| 5 | IVVW | 3.11% | 3,030,000 | $132M | $43.66 | -$6M | — | — | |
| 6 | EMB | 2.95% | 1,337,709 | $126M | $93.93 | -$20M | -180,269 | -11.9% | |
| 7 | NVDA | 2.60% | 634,711 | $111M | $174.40 | -$4M | +21,336 | +3.5% | |
| 8 | AAPL | 2.11% | 354,271 | $90M | $253.79 | $5M | +40,839 | +13.0% | |
| 9 | GOOGL | 1.74% | 258,119 | $74M | $287.56 | -$2M | +14,164 | +5.8% | |
| 10 | XYLD | 1.57% | 1,710,000 | $67M | $39.13 | -$3M | — | — | |
| 11 | MSFT | 1.55% | 177,827 | $66M | $370.17 | -$26M | -11,924 | -6.3% | |
| 12 | AMZN | 1.32% | 270,259 | $56M | $208.27 | -$5M | +3,968 | +1.5% | |
| 13 | AVGO | 0.93% | 127,668 | $40M | $309.51 | -$1M | +9,819 | +8.3% | |
| 14 | BKLN | 0.90% | 1,873,081 | $38M | $20.41 | -$28M | -1,296,919 | -40.9% | |
| 15 | VWO | 0.87% | 688,144 | $37M | $54.05 | -$71M | -1,317,439 | -65.7% | |
| 16 | LLY | 0.84% | 38,996 | $36M | $919.77 | $891K | +6,450 | +19.8% | |
| 17 | JPM | 0.72% | 103,662 | $30M | $294.16 | -$312K | +8,058 | +8.4% | |
| 18 | VWOB | 0.69% | 446,100 | $29M | $65.69 | -$5M | -56,200 | -11.2% | |
| 19 | META | 0.62% | 46,235 | $26M | $572.13 | -$5M | -1,276 | -2.7% | |
| 20 | SCHP | 0.58% | 934,900 | $25M | $26.61 | -$8M | -315,100 | -25.2% | |
| 21 | VOO | 0.58% | 41,600 | $25M | $597.55 | $8M | +15,000 | +56.4% | |
| 22 | MA | 0.58% | 49,024 | $24M | $499.66 | -$1M | +3,525 | +7.8% | |
| 23 | VNQ | 0.55% | 266,083 | $24M | $88.70 | -$25M | -283,679 | -51.6% | |
| 24 | USHY | 0.53% | 610,700 | $22M | $36.84 | -$6M | -143,300 | -19.0% | |
| 25 | WMT | 0.52% | 177,754 | $22M | $124.28 | $5M | +21,360 | +13.7% | |
| 26 | GSG | 0.49% | 646,328 | $21M | $32.25 | -$19M | -1,100,568 | -63.0% | |
| 27 | GS | 0.49% | 24,597 | $21M | $845.99 | $873K | +1,917 | +8.4% | |
| 28 | GOOG | 0.47% | 70,399 | $20M | $286.86 | -$2M | -1,105 | -1.6% | |
| 29 | FEZ | 0.47% | 321,200 | $20M | $62.08 | -$5M | -70,100 | -17.9% | |
| 30 | NEE | 0.42% | 193,758 | $18M | $92.88 | $6M | +43,801 | +29.2% | |
| 31 | WM | 0.41% | 75,195 | $17M | $229.79 | $1M | +2,419 | +3.3% | |
| 32 | TMO | 0.40% | 34,481 | $17M | $491.53 | $452K | +6,011 | +21.1% | |
| 33 | CME | 0.38% | 55,401 | $16M | $295.35 | $3M | +4,963 | +9.8% | |
| 34 | UBER | 0.36% | 213,229 | $15M | $71.93 | $2M | +44,896 | +26.7% | |
| 35 | PG | 0.35% | 103,252 | $15M | $144.44 | $4M | +24,177 | +30.6% | |
| 36 | USRT | 0.35% | 249,700 | $15M | $59.19 | -$2M | -43,600 | -14.9% | |
| 37 | SPGI | 0.35% | 34,695 | $15M | $425.34 | -$1M | +3,746 | +12.1% | |
| 38 | VRT | 0.33% | 56,349 | $14M | $250.58 | $3M | -9,783 | -14.8% | |
| 39 | MELI | 0.30% | 7,300 | $13M | $1,729.02 | $939K | +1,500 | +25.9% | |
| 40 | PANW | 0.29% | 78,075 | $13M | $160.32 | -$1M | +4,417 | +6.0% | |
| 41 | IEMG | 0.28% | 173,000 | $12M | $69.75 | -$10M | -151,000 | -46.6% | |
| 42 | ISRG | 0.28% | 25,980 | $12M | $460.99 | -$1M | +3,002 | +13.1% | |
| 43 | GEV | 0.27% | 13,235 | $12M | $872.90 | $9M | +9,789 | +284.1% | |
| 44 | ABNB | 0.25% | 85,520 | $11M | $126.28 | $389K | +8,818 | +11.5% | |
| 45 | TMUS | 0.25% | 51,312 | $11M | $210.03 | $3M | +10,992 | +27.3% | |
| 46 | VMC | 0.25% | 39,025 | $11M | $272.30 | $1M | +5,531 | +16.5% | |
| 47 | SYY | 0.23% | 139,179 | $10M | $71.33 | $3M | +43,761 | +45.9% | |
| 48 | BSX | 0.22% | 152,429 | $10M | $62.75 | -$3M | +16,057 | +11.8% | |
| 49 | IFRA | 0.22% | 166,100 | $10M | $57.20 | -$849K | -30,600 | -15.6% | |
| 50 | TSLA | 0.22% | 25,420 | $9M | $371.75 | -$2M | +649 | +2.6% | |
| 51 | CDNS | 0.20% | 29,936 | $8M | $277.87 | $941K | +6,336 | +26.9% | |
| 52 | BAC | 0.18% | 159,783 | $8M | $48.75 | -$1M | -2,107 | -1.3% | |
| 53 | XOM | 0.18% | 45,793 | $8M | $169.66 | $4M | +10,370 | +29.3% | |
| 54 | ZTS | 0.18% | 64,900 | $8M | $118.21 | $319K | +6,457 | +11.1% | |
| 55 | DDOG | 0.17% | 61,190 | $7M | $118.05 | -$3M | -11,170 | -15.4% | |
| 56 | JNJ | 0.15% | 26,792 | $7M | $244.44 | $2M | +7,223 | +36.9% | |
| 57 | V | 0.14% | 19,126 | $6M | $302.24 | -$758K | +481 | +2.6% | |
| 58 | BRK-B | 0.13% | 11,477 | $5M | $479.20 | -$124K | +289 | +2.6% | |
| 59 | CAT | 0.13% | 7,548 | $5M | $708.46 | $2M | +1,100 | +17.1% | |
| 60 | PAYX | 0.12% | 56,500 | $5M | $92.12 | -$4M | -28,100 | -33.2% | |
| 61 | APH | 0.12% | 40,625 | $5M | $126.35 | -$1M | -6,187 | -13.2% | |
| 62 | WMB | 0.12% | 70,436 | $5M | $72.78 | $653K | -3,975 | -5.3% | |
| 63 | PWR | 0.12% | 9,053 | $5M | $549.02 | $997K | -361 | -3.8% | |
| 64 | ABBV | 0.11% | 21,714 | $5M | $217.49 | $310K | +2,400 | +12.4% | |
| 65 | MU | 0.11% | 13,914 | $5M | $337.84 | $831K | +356 | +2.6% | |
| 66 | PM | 0.11% | 27,880 | $5M | $165.34 | $34K | -649 | -2.3% | |
| 67 | COST | 0.11% | 4,584 | $5M | $996.43 | $715K | +116 | +2.6% | |
| 68 | AXP | 0.10% | 14,745 | $4M | $302.48 | -$1M | -558 | -3.6% | |
| 69 | CVX | 0.10% | 20,701 | $4M | $206.90 | $1M | +522 | +2.6% | |
| 70 | GE | 0.10% | 15,084 | $4M | $283.77 | $391K | +2,456 | +19.4% | |
| 71 | NFLX | 0.10% | 43,507 | $4M | $96.15 | $193K | +954 | +2.2% | |
| 72 | TT | 0.10% | 10,009 | $4M | $416.74 | $38K | -611 | -5.8% | |
| 73 | PH | 0.10% | 4,657 | $4M | $895.24 | -$169K | -278 | -5.6% | |
| 74 | ETN | 0.10% | 11,526 | $4M | $357.67 | $307K | -453 | -3.8% | |
| 75 | ANET | 0.09% | 32,098 | $4M | $122.78 | -$449K | -1,406 | -4.2% | |
| 76 | CSCO | 0.09% | 47,529 | $4M | $77.59 | $119K | +1,199 | +2.6% | |
| 77 | AMD | 0.09% | 17,841 | $4M | $203.43 | -$95K | +448 | +2.6% | |
| 78 | ECL | 0.08% | 13,591 | $4M | $266.02 | -$95K | -543 | -3.8% | |
| 79 | TJX | 0.08% | 22,451 | $4M | $159.70 | $133K | -25 | -0.1% | |
| 80 | KLAC | 0.08% | 2,424 | $4M | $1,472.41 | $2M | +872 | +56.2% | |
| 81 | HD | 0.08% | 10,816 | $4M | $328.89 | -$71K | +273 | +2.6% | |
| 82 | FIX | 0.08% | 2,553 | $4M | $1,378.99 | $2M | +564 | +28.4% | |
| 83 | PLTR | 0.08% | 24,025 | $4M | $146.28 | -$647K | +614 | +2.6% | |
| 84 | VRTX | 0.08% | 7,755 | $3M | $446.54 | -$221K | -371 | -4.6% | |
| 85 | MS | 0.08% | 20,852 | $3M | $164.57 | -$177K | +525 | +2.6% | |
| 86 | HWM | 0.08% | 14,827 | $3M | $230.46 | -$8K | -1,877 | -11.2% | |
| 87 | IBKR | 0.08% | 50,582 | $3M | $67.07 | -$373K | -7,968 | -13.6% | |
| 88 | BKNG | 0.08% | 795 | $3M | $4,210.32 | -$3M | -309 | -28.0% | |
| 89 | BK | 0.08% | 28,078 | $3M | $118.63 | -$121K | -1,656 | -5.6% | |
| 90 | AFRM | 0.08% | 71,600 | $3M | $45.82 | -$1M | +10,500 | +17.2% | |
| 91 | SYK | 0.08% | 9,964 | $3M | $328.59 | -$358K | -369 | -3.6% | |
| 92 | EOG | 0.08% | 22,129 | $3M | $144.57 | $807K | -655 | -2.9% | |
| 93 | NOW | 0.07% | 30,489 | $3M | $104.55 | -$13M | -72,581 | -70.4% | |
| 94 | MDB | 0.07% | 13,000 | $3M | $244.77 | -$5M | -5,800 | -30.9% | |
| 95 | TKO | 0.07% | 15,755 | $3M | $201.65 | -$327K | -1,009 | -6.0% | |
| 96 | NEM | 0.07% | 53,628 | $3M | $58.58 | -$2M | +782 | +1.5% | |
| 97 | WFC | 0.07% | 39,416 | $3M | $79.61 | -$443K | +994 | +2.6% | |
| 98 | APP | 0.07% | 7,717 | $3M | $398.00 | -$2M | +447 | +6.2% | |
| 99 | AMAT | 0.07% | 8,970 | $3M | $341.79 | $2M | +3,209 | +55.7% | |
| 100 | CRWD | 0.07% | 7,830 | $3M | $390.41 | -$2M | -2,185 | -21.8% |