SUMITOMO LIFE INSURANCE CO

Q3 2024 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
9/30/2024
Date filed
10/16/2024
Form type
13F-HR
Num holdings
269
Total value ($000)
$5,093,264
Net value change ($000)
+770,923 (17.8%)
New positions
5
Sold out positions
10
Turnover %
6.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/19/2024 Next filing: 1/23/2025 SEC filing

Snapshot: Change Analysis

Compared to Q2 2024
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)
VYM 329,750 20.5%
EMB 269,137 302.1%
SPYM 207,112 67.1%
TIP 102,200 NEW
SCHD 78,073 11.5%
IVV 53,505 20.1%
AAPL 11,400 23.8%
JPM 8,555 59.8%
NVDA 6,923 12.4%
WMT 6,529 253.6%
Top Reduces (Value $000, Stocks/ETFs)
VWO -157,971 -100.0%
GSG -57,446 -100.0%
BKLN -37,455 -59.1%
USHY -33,840 -93.3%
SCHP -32,211 -88.9%
VNQ -27,573 -59.2%
VWOB -27,215 -84.0%
IEMG -13,076 -52.0%
USRT -13,052 -84.6%
IFRA -10,241 -94.0%
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