Sumitomo Mitsui DS Asset Management Company, Ltd
Institutional investor · Portfolio as of Q1 2024
Top Holdings771 positions
MICROSOFT CORP | 1.1M | $450.6M | 5.6% | $191.30 | +115.72% | 21 qtrssince 2019-Q1 | Increased 64 |
APPLE INC | 1.8M | $308.9M | 3.8% | $91.32 | +85.76% | 21 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 322,703 | $291.6M | 3.6% | $14.07 | +540.58% | 21 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.2M | $217M | 2.7% | $120.32 | +49.91% | 21 qtrssince 2019-Q1 | Increased 65 |
UNITEDHEALTH GROUP INC | 317,686 | $157.2M | 2.0% | $328.03 | +42.66% | 21 qtrssince 2019-Q1 | Increased 49 |
HOME DEPOT INC | 378,579 | $145.2M | 1.8% | $215.89 | +66.61% | 21 qtrssince 2019-Q1 | Increased 50 |
FACEBOOK INC-CLASS A | 272,505 | $132.3M | 1.6% | $209.12 | +130.25% | 21 qtrssince 2019-Q1 | Increased 49 |
JPMORGAN CHASE & CO | 642,651 | $128.7M | 1.6% | $103.50 | +83.62% | 21 qtrssince 2019-Q1 | Increased 49 |
ALPHABET INC-CL A | 810,396 | $122.3M | 1.5% | $83.80 | +78.42% | 21 qtrssince 2019-Q1 | Increased 50 |
VISA INC-CLASS A SHARES | 428,347 | $119.5M | 1.5% | $184.15 | +48.73% | 21 qtrssince 2019-Q1 | Increased 49 |
ISHARES MSCI WORLD ETF | 756,059 | $109.6M | 1.4% | $104.37 | +33.76% | 21 qtrssince 2019-Q1 | Decreased 0 |
GOLDMAN SACHS GROUP INC | 239,398 | $100M | 1.2% | $249.81 | +58.79% | 21 qtrssince 2019-Q1 | Increased 51 |
ALPHABET INC-CL C | 626,772 | $95.4M | 1.2% | $78.20 | +92.88% | 21 qtrssince 2019-Q1 | Increased 48 |
CATERPILLAR INC | 260,271 | $95.4M | 1.2% | $174.62 | +103.16% | 21 qtrssince 2019-Q1 | Increased 50 |
VANGUARD VALUE ETF | 580,850 | $94.6M | 1.2% | $114.20 | +35.12% | 7 qtrssince 2022-Q3 | Unchanged 0 |
MCDONALD'S CORP | 333,948 | $94.2M | 1.2% | $210.23 | +26.21% | 21 qtrssince 2019-Q1 | Increased 50 |
VANGUARD GROWTH ETF | 271,613 | $93.5M | 1.2% | $34.90 | +62.52% | 7 qtrssince 2022-Q3 | Decreased 0 |
SALESFORCE.COM INC | 308,922 | $93M | 1.2% | $203.52 | +45.66% | 21 qtrssince 2019-Q1 | Increased 50 |
ELI LILLY & CO | 115,913 | $90.2M | 1.1% | $233.17 | +228.01% | 21 qtrssince 2019-Q1 | Increased 48 |
VANGUARD FTSE EUROPE ETF | 1.3M | $85.6M | 1.1% | $41.36 | +50.26% | 7 qtrssince 2022-Q3 | Increased 47 |
Sumitomo Mitsui DS Asset Management Company, Ltd manages $8B across 771 positions as of Q1 2024. Top holdings: MSFT (5.6%), AAPL (3.8%), NVDA (3.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 21 new positions, 38 exits, 488 increased. Top move: AMZN (INCREASED, conviction 65). Portfolio: $8.0B 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