SUMITOMO LIFE INSURANCE CO

Q4 2023 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
12/31/2023
Date filed
1/30/2024
Form type
13F-HR
Num holdings
258
Total value ($000)
$3,216,261
Net value change ($000)
-335,977 (-9.5%)
New positions
5
Sold out positions
6
Turnover %
27.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/23/2023 Next filing: 4/26/2024 SEC filing

Snapshot: Change Analysis

Compared to Q3 2023
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHD 228,390 NEW
EMB 153,233 207.3%
TIP 67,988 NEW
MSFT 11,598 33.4%
VWOB 11,439 59.7%
AAPL 8,714 23.8%
AMZN 6,563 45.8%
NVDA 5,309 25.6%
NOW 3,839 105.9%
MA 3,825 81.8%
Top Reduces (Value $000, Stocks/ETFs)
SPY -506,478 -100.0%
VYM -277,470 -14.1%
GSG -66,427 -100.0%
VNQ -37,365 -64.7%
SCHP -16,108 -49.4%
USRT -7,152 -57.3%
IFRA -6,702 -42.1%
VWO -4,059 -7.7%
FEZ -1,158 -5.1%
XOM -1,083 -19.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type