Sumitomo Mitsui DS Asset Management Company, Ltd
Institutional investor · Portfolio as of Q1 2022
Top Holdings771 positions
MICROSOFT CORP | 674,758 | $208M | 4.4% | $125.51 | +136.67% | 13 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.2M | $202.9M | 4.3% | $51.39 | +232.32% | 13 qtrssince 2019-Q1 | Increased 56 |
VANGUARD CHARLOTTE FDS | 2.9M | $150.7M | 3.2% | $45.12 | -1.02% | 13 qtrssince 2019-Q1 | Increased 90 |
UNITEDHEALTH GROUP INC | 208,838 | $106.5M | 2.3% | $254.12 | +84.48% | 13 qtrssince 2019-Q1 | Increased 56 |
AMAZON COM INC | 29,622 | $96.6M | 2.1% | $96.79 | +68.41% | 13 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD BD INDEX FDS | 1.2M | $93.4M | 2.0% | $68.63 | -0.38% | 13 qtrssince 2019-Q1 | Increased 76 |
VANGUARD WHITEHALL FDS | 1.3M | $89.4M | 1.9% | $56.05 | -4.48% | 13 qtrssince 2019-Q1 | Increased 48 |
ISHARES INC | 667,511 | $85.5M | 1.8% | $96.09 | +24.22% | 13 qtrssince 2019-Q1 | Decreased 0 |
SPDR SERIES TRUST | 756,328 | $77.5M | 1.6% | $74.19 | +2.55% | 12 qtrssince 2019-Q2 | Increased 49 |
HOME DEPOT INC | 253,719 | $75.9M | 1.6% | $183.80 | +44.93% | 13 qtrssince 2019-Q1 | Increased 50 |
ALPHABET INC | 24,514 | $68.2M | 1.4% | $61.79 | +122.95% | 13 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORPORATION | 387,787 | $63.1M | 1.3% | $84.96 | +61.71% | 13 qtrssince 2019-Q1 | Increased 49 |
NVIDIA CORPORATION | 226,275 | $61.7M | 1.3% | $6.66 | +307.84% | 13 qtrssince 2019-Q1 | Increased 47 |
VISA INC | 269,143 | $59.7M | 1.3% | $166.27 | +28.85% | 13 qtrssince 2019-Q1 | Increased 50 |
TESLA INC | 54,986 | $59.3M | 1.3% | $85.62 | +319.51% | 13 qtrssince 2019-Q1 | Increased 47 |
JPMORGAN CHASE & CO | 430,994 | $58.8M | 1.2% | $90.73 | +34.18% | 13 qtrssince 2019-Q1 | Increased 48 |
ALPHABET INC | 20,504 | $57.3M | 1.2% | $59.23 | +133.55% | 13 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 283,929 | $50.3M | 1.1% | $114.00 | +36.97% | 13 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 196,324 | $43.7M | 0.9% | $182.31 | +20.81% | 13 qtrssince 2019-Q1 | Increased 43 |
PROCTER & GAMBLE CO | 280,414 | $42.8M | 0.9% | $96.05 | +41.54% | 13 qtrssince 2019-Q1 | Increased 44 |
Sumitomo Mitsui DS Asset Management Company, Ltd manages $4.7B across 771 positions as of Q1 2022. Top holdings: MSFT (4.4%), AAPL (4.3%), BNDX (3.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 26 new positions, 25 exits, 404 increased. Top move: BNDX (INCREASED, conviction 90). Portfolio: $4.7B across 771 positions.
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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