Sumitomo Mitsui DS Asset Management Company, Ltd
Institutional investor · Portfolio as of Q1 2020
Top Holdings686 positions
MICROSOFT CORP | 659,722 | $104M | 4.3% | $113.38 | +31.60% | 5 qtrssince 2019-Q1 | Increased 58 |
APPLE INC | 349,594 | $88.9M | 3.7% | $46.63 | +31.53% | 5 qtrssince 2019-Q1 | Increased 58 |
VANGUARD CHARLOTTE FDS | 1.5M | $82.3M | 3.4% | $45.10 | +1.29% | 5 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 28,535 | $55.6M | 2.3% | $88.89 | +9.67% | 5 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD BD INDEX FDS | 581,210 | $49.6M | 2.0% | $66.29 | +5.90% | 5 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD WHITEHALL FDS | 666,674 | $46.9M | 1.9% | $53.63 | -7.50% | 5 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 330,344 | $43.3M | 1.8% | $113.09 | -3.00% | 5 qtrssince 2019-Q1 | Increased 50 |
UNITEDHEALTH GROUP INC | 171,330 | $42.7M | 1.8% | $216.62 | +2.82% | 5 qtrssince 2019-Q1 | Increased 56 |
HOME DEPOT INC | 221,377 | $41.3M | 1.7% | $163.79 | -2.86% | 5 qtrssince 2019-Q1 | Increased 53 |
SPDR SERIES TRUST | 378,136 | $35.8M | 1.5% | $70.86 | -9.75% | 4 qtrssince 2019-Q2 | Decreased 0 |
VISA INC | 220,992 | $35.6M | 1.5% | $150.09 | +2.43% | 5 qtrssince 2019-Q1 | Increased 53 |
ISHARES INC | 447,360 | $34.9M | 1.4% | $80.49 | -12.75% | 5 qtrssince 2019-Q1 | Increased 59 |
JPMORGAN CHASE & CO | 365,570 | $32.9M | 1.4% | $84.47 | -10.37% | 5 qtrssince 2019-Q1 | Increased 49 |
META PLATFORMS INC | 182,739 | $30.5M | 1.3% | $169.24 | -2.37% | 5 qtrssince 2019-Q1 | Increased 47 |
ALIBABA GROUP HLDG LTD | 148,249 | $28.8M | 1.2% | $173.27 | +4.84% | 5 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 24,573 | $28.6M | 1.2% | $58.44 | -1.52% | 5 qtrssince 2019-Q1 | Increased 47 |
PROCTER & GAMBLE CO | 254,601 | $28M | 1.2% | $88.67 | +5.13% | 5 qtrssince 2019-Q1 | Increased 52 |
CHEVRON CORPORATION | 367,228 | $26.6M | 1.1% | $82.10 | -32.95% | 5 qtrssince 2019-Q1 | Increased 57 |
ALPHABET INC | 21,103 | $24.5M | 1.0% | $58.33 | -1.25% | 5 qtrssince 2019-Q1 | Decreased 0 |
MCDONALDS CORP | 145,216 | $24M | 1.0% | $161.10 | -11.83% | 5 qtrssince 2019-Q1 | Increased 49 |
Sumitomo Mitsui DS Asset Management Company, Ltd manages $2.4B across 686 positions as of Q1 2020. Top holdings: MSFT (4.3%), AAPL (3.7%), BNDX (3.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 10 new positions, 47 exits, 302 increased. Top move: URTH (INCREASED, conviction 59). Portfolio: $2.4B across 686 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR