Sumitomo Mitsui DS Asset Management Company, Ltd
Institutional investor · Portfolio as of Q1 2023
Top Holdings779 positions
MICROSOFT CORP | 854,360 | $246.3M | 4.4% | $151.65 | +84.96% | 17 qtrssince 2019-Q1 | Increased 61 |
APPLE INC | 1.5M | $245.5M | 4.4% | $70.92 | +128.77% | 17 qtrssince 2019-Q1 | Increased 60 |
VANGUARD CHARLOTTE FDS | 3.5M | $170.9M | 3.1% | $43.65 | -3.06% | 17 qtrssince 2019-Q1 | Increased 73 |
UNITEDHEALTH GROUP INC | 298,670 | $141.1M | 2.5% | $317.02 | +38.88% | 17 qtrssince 2019-Q1 | Increased 58 |
VANGUARD BD INDEX FDS | 1.4M | $103.2M | 1.9% | $66.65 | -2.26% | 17 qtrssince 2019-Q1 | Increased 59 |
HOME DEPOT INC | 335,569 | $99M | 1.8% | $202.90 | +32.86% | 17 qtrssince 2019-Q1 | Increased 50 |
VISA INC | 371,379 | $83.7M | 1.5% | $174.72 | +25.65% | 17 qtrssince 2019-Q1 | Increased 51 |
VANGUARD INDEX FDS | 325,613 | $81.2M | 1.5% | $34.90 | +17.06% | 3 qtrssince 2022-Q3 | Decreased 0 |
MCDONALDS CORP | 286,509 | $80.1M | 1.4% | $200.84 | +28.13% | 17 qtrssince 2019-Q1 | Increased 58 |
AMAZON COM INC | 757,416 | $78.2M | 1.4% | $97.87 | +5.53% | 17 qtrssince 2019-Q1 | Increased 50 |
VANGUARD INDEX FDS | 556,950 | $76.9M | 1.4% | $113.44 | +12.38% | 3 qtrssince 2022-Q3 | Increased 50 |
CHEVRON CORP NEW | 468,050 | $76.4M | 1.4% | $93.35 | +52.55% | 17 qtrssince 2019-Q1 | Increased 50 |
NVIDIA CORPORATION | 267,740 | $74.4M | 1.3% | $8.19 | +238.17% | 17 qtrssince 2019-Q1 | Increased 48 |
VANGUARD INTL EQUITY INDEX F | 1.2M | $74.3M | 1.3% | $40.70 | +33.52% | 3 qtrssince 2022-Q3 | Decreased 0 |
GOLDMAN SACHS GROUP INC | 213,874 | $70M | 1.3% | $235.86 | +27.67% | 17 qtrssince 2019-Q1 | Increased 53 |
ISHARES INC | 589,994 | $69.4M | 1.3% | $97.92 | +13.72% | 17 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 525,597 | $68.5M | 1.2% | $93.63 | +28.39% | 17 qtrssince 2019-Q1 | Increased 50 |
JOHNSON & JOHNSON | 408,313 | $63.3M | 1.1% | $124.79 | +12.39% | 17 qtrssince 2019-Q1 | Increased 51 |
ALPHABET INC | 588,483 | $61M | 1.1% | $67.79 | +51.57% | 17 qtrssince 2019-Q1 | Increased 49 |
PROCTER AND GAMBLE CO | 390,972 | $58.1M | 1.0% | $105.14 | +29.06% | 17 qtrssince 2019-Q1 | Increased 51 |
Sumitomo Mitsui DS Asset Management Company, Ltd manages $5.5B across 779 positions as of Q1 2023. Top holdings: MSFT (4.4%), AAPL (4.4%), BNDX (3.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 22 new positions, 12 exits, 600 increased. Top move: BNDX (INCREASED, conviction 73). Portfolio: $5.5B across 779 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