Sumitomo Mitsui DS Asset Management Company, Ltd
Institutional investor · Portfolio as of Q1 2022
Top Holdings771 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 674,758 | $208M | 4.4% | $126.37 | +140.80% | 13 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.2M | $202.9M | 4.3% | $95.35 | +79.11% | 13 qtrssince 2019-Q1 | Increased 56 |
VANGUARD TOTAL INTL BOND ETF | 2.9M | $150.7M | 3.2% | $45.35 | -1.02% | 13 qtrssince 2019-Q1 | Increased 90 |
UNITEDHEALTH GROUP INC | 208,838 | $106.5M | 2.3% | $260.22 | +87.63% | 13 qtrssince 2019-Q1 | Increased 56 |
AMAZON.COM INC | 29,622 | $96.6M | 2.1% | $96.86 | +71.70% | 13 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TOTAL BOND MARKET | 1.2M | $93.4M | 2.0% | $68.63 | -0.38% | 13 qtrssince 2019-Q1 | Increased 76 |
VANGUARD EMERG MKTS GOV BND | 1.3M | $89.4M | 1.9% | $56.62 | -4.48% | 13 qtrssince 2019-Q1 | Increased 48 |
ISHARES INC MSCI WORLD ETF | 667,511 | $85.5M | 1.8% | $96.76 | +26.14% | 13 qtrssince 2019-Q1 | Decreased 0 |
SPDR SERIES TRUST | 756,328 | $77.5M | 1.6% | $75.03 | +2.55% | 12 qtrssince 2019-Q2 | Increased 49 |
HOME DEPOT INC | 253,719 | $75.9M | 1.6% | $189.12 | +48.31% | 13 qtrssince 2019-Q1 | Increased 50 |
ALPHABET INC-CL A | 24,514 | $68.2M | 1.4% | $61.93 | +127.46% | 13 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 387,787 | $63.1M | 1.3% | $84.96 | +61.71% | 13 qtrssince 2019-Q1 | Increased 49 |
NVIDIA CORP | 226,275 | $61.7M | 1.3% | $17.06 | +62.02% | 13 qtrssince 2019-Q1 | Increased 47 |
VISA INC-CLASS A SHARES | 269,143 | $59.7M | 1.3% | $166.27 | +28.85% | 13 qtrssince 2019-Q1 | Increased 50 |
TESLA INC | 54,986 | $59.3M | 1.3% | $154.87 | +135.46% | 13 qtrssince 2019-Q1 | Increased 47 |
JPMORGAN CHASE & CO | 430,994 | $58.8M | 1.2% | $91.99 | +37.76% | 13 qtrssince 2019-Q1 | Increased 48 |
ALPHABET INC-CL C | 20,504 | $57.3M | 1.2% | $59.39 | +138.40% | 13 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 283,929 | $50.3M | 1.1% | $115.83 | +38.79% | 13 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 196,324 | $43.7M | 0.9% | $182.63 | +23.90% | 13 qtrssince 2019-Q1 | Increased 43 |
PROCTER & GAMBLE CO/THE | 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 Rating: 3/5.0.
Active quarter - 25 new positions, 24 exits, 404 increased. Top move: BNDX (INCREASED, conviction 90). Portfolio: $4.7B across 771 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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