Sumitomo Life Insurance Company is based out of Tokyo. Their last reported 13F filing for Q4 2023 included $3,216,261,315 in managed 13F securities
and a top 10 holdings concentration of 77.32%. Sumitomo Life Insurance Company's largest holding is VANGUARD HIGH DIVIDEND YIELD INDEX FUND-ETF Shares with shares held of 15,133,322. Whalewisdom has at least 95 13F filings, and 2 13D filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
SCHD Schwab U.S. Dividend | 7.1% |
EMB iShares J.P. Morgan | 4.98% |
TIP iShares TIPS Bond ET | 2.11% |
MSFT Microsoft Corp. | 0.46% |
VWOB VANGUARD EMERGING MA | 0.41% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
SPY SPDR S&P 500 ETF TRU | 14.26% |
VYM VANGUARD HIGH DIVIDE | 2.84% |
GSG BTC iShares S&P GSCI | 1.87% |
VNQ Vanguard Real Estate | 0.99% |
SCHP Schwab U.S. TIPS ETF | 0.41% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
VYM VANGUARD HIGH DIVIDE | 52.52% |
SCHD Schwab U.S. Dividend | 7.1% |
EMB iShares J.P. Morgan | 7.06% |
TIP iShares TIPS Bond ET | 2.11% |
BKLN Invesco Senior Loan | 1.95% |
2023-12-31
13F Activity
Market Value | $3.22b, Prior: $3.55b |
New Purchases | 5 stocks |
Added To | 35 stocks |
Sold out of | 6 stocks |
Reduced holdings in | 211 stocks |
Top 10 Holdings % | 77.32% |
Turnover %[1] | 4.26% |
Turnover Alt %[2] | 16.54% |
Time Held Top 20 | 13.05 quarters |
Time Held Top 10 | 16.1 quarters |
Time Held All | 47.02 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31