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SYMETRA INVESTMENT MANAGEMENT COMPANY

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FARMINGTON CT Investment Advisor
13F Summary

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85

S&P 500
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Symetra Investment Management Company is based out of Farmington. Symetra Investment Management Company is a large advisory firm with 8 clients and discretionary assets under management (AUM) of $64,586,358,135 (Form ADV from 2024-04-26). Their last reported 13F filing for Q4 2024 included $403,847,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. Symetra Investment Management Company's largest holding is Vanguard Total Stock Market ETF with shares held of 802,340. Whalewisdom has at least 20 13F filings
Business Description
SIM is an investment advisory firm founded in 2019 with its main office in Farmington, Connecticut, and additional operations in Bellevue, Washington. Symetra Financial Corporation (SFC), a Delaware corporation, is the sole shareholder of SIM, and SFC is a wholly owned subsidiary of Sumitomo Life Insurance Company, a mutual company organized under the laws of Japan. SIM's advisory services generally involve investment strategies in fixed income, derivatives, and alternative asset classes. Accounts are managed according to the investment objectives or guidelines agreed upon with the client in an investment management agreement. Unless otherwise instructed by a client, SIM has the discretionary authority to determine the type and amount of investments to be purchased and sold for the account of a client, subject to restrictions set forth in the applicable advisory agreement and any written investment guidelines of the client. SIM also determines the broker-dealers and other intermediaries to be used in connection with a client’s investment transactions.
Investment Strategy
SIM's investment process incorporates ESG considerations to enhance sound investment decisions and conduct business responsibly. They invest in various types of securities and financial instruments, with different risks depending on the strategy employed. SIM may utilize third-party investment advisors to manage a portion of client assets. All strategies involve market risk, which is the risk of fluctuating market values, potentially leading to losses. Clients must understand that past performance is not indicative of future results and should not assume profitability.
Owners
  • GUAJARDO, YVONNE, MARIE - SENIOR MANAGING DIRECTOR, HEAD OF PRIVATE PLACEMENTS DEBT
  • SYMETRA FINANCIAL CORPORATION - SOLE SHAREHOLDER
  • YANG, EU SENG - SENIOR MANAGING DIRECTOR, HEAD OF HIGH YIELD AND BANK LOAN DEBT
  • HUNT, MARK, EDWARD - PRESIDENT
  • MOSKOVIT, EVAN, SCOTT - SENIOR MANAGING DIRECTOR AND HEAD OF CORPORATE FIXED INCOME
  • HERLIHY, ROBERT, STEVEN - MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER
  • GOULD, ANDREW, M.A. - SENIOR MANAGING DIRECTOR, GENERAL COUNSEL
  • Mocciolo, Nicholas, Paul - SENIOR MANAGING DIRECTOR, HEAD OF INSURANCE MANAGEMENT
  • ELDER, COLIN, MICHAEL - SENIOR MANAGING DIRECTOR, HEAD OF COMMERCIAL MORTGAGE LOANS
  • Sklar, Kevin, Alan - SENIOR MANAGING DIRECTOR, TREASURER & CHIEF FINANCIAL OFFICER
  • Click on the Ownership/Private Fund Data tab for more details.
Other Contact Information
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2024-12-31

Top Buys (13F)

Name % Change
SRLN SPDR Blackstone Seni 4.56%
VTI Vanguard Total Stock -4.55%

2024-12-31

Top Sells (13F)

Name % Change

2024-12-31

13F Holdings Summary

2024-12-31

13F Activity

Market Value $404m, Prior: $281m
Inflows (Outflows) as % of Total MV +29.3423%
New Purchases 0 stocks
Added To 2 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks
Top 10 Holdings % 100%
Turnover %[1] 0%
Turnover Alt %[2] 0%
Time Held Top 20 9.6 quarters
Time Held Top 10 9.6 quarters
Time Held All 9.6 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.

2024-12-31

13F Sector Allocation Over Time

limited to past 4 quarters. Subscribe to see all available data

2024-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31

Portfolio Performance