Asset Manager
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TAIYO LIFE INSURANCE CO
NIHONBASHI 2-7-1 INVESTMENT ADMINISTRATION DEPARTMENT, CHUO-KU, TOKYO, M0 103-6031 • 81332726901
Market Value
$1.2B
+2.4%
Holdings
10
+1
New Purchases
1
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
10.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 100.0% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 5 | $793M | 67.8% |
| Large Cap | 5 | $376M | 32.2% |
Portfolio Analytics
Avg Market Cap
$466.5B
Median Market Cap
$296.0B
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
1.07
# Stocks
0
# ETFs / Funds
10
Top Holdings (10 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | 22.60% | 385,475 | $264M | $684.94 | $6M | — | — | |
| 2 | VOO | 15.57% | 290,100 | $182M | $627.13 | $4M | — | — | |
| 3 | SPY | 15.23% | 261,000 | $178M | $681.92 | $4M | — | — | |
| 4 | VGT | 13.68% | 212,000 | $160M | $753.78 | $2M | — | — | |
| 5 | QQQ | 9.68% | 184,000 | $113M | $614.31 | $3M | — | — | |
| 6 | QQQM | 8.29% | 383,000 | $97M | $252.92 | $2M | — | — | |
| 7 | SPLG | 5.87% | 855,500 | $69M | $80.22 | $2M | — | — | |
| 8 | VTI | 4.76% | 166,000 | $56M | $335.27 | $1M | — | — | |
| 9 | DGRW | 4.02% | 525,000 | $47M | $89.43 | $247K | — | — | |
| 10 | XLI | 0.29% | 22,000 | $3M | $155.14 | — | +22,000 | — | NEW |
New Positions
| Symbol | Value | % Port |
|---|---|---|
| XLI | $3M | 0.29% |