Sumitomo Mitsui DS Asset Management Company, Ltd
Institutional investor · Portfolio as of Q2 2020
Top Holdings709 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 665,992 | $135.5M | 4.7% | $114.82 | +65.01% | 6 qtrssince 2019-Q1 | Increased 56 |
APPLE INC | 356,888 | $130.2M | 4.5% | $47.48 | +85.82% | 6 qtrssince 2019-Q1 | Increased 56 |
AMAZON.COM INC | 27,991 | $77.2M | 2.7% | $88.85 | +50.83% | 6 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD EMERG MKTS GOV BND | 827,752 | $64.4M | 2.2% | $54.54 | +2.77% | 6 qtrssince 2019-Q1 | Increased 62 |
VANGUARD TOTAL INTL BOND ETF | 1.1M | $61.7M | 2.1% | $45.33 | +4.20% | 6 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 230,023 | $57.6M | 2.0% | $170.23 | +26.64% | 6 qtrssince 2019-Q1 | Increased 48 |
UNITEDHEALTH GROUP INC | 181,391 | $53.5M | 1.8% | $223.55 | +18.55% | 6 qtrssince 2019-Q1 | Increased 49 |
JOHNSON & JOHNSON | 342,089 | $48.1M | 1.7% | $115.13 | +3.37% | 6 qtrssince 2019-Q1 | Increased 48 |
SPDR SERIES TRUST | 465,735 | $47.1M | 1.6% | $71.37 | -1.80% | 5 qtrssince 2019-Q2 | Increased 56 |
ISHARES INC MSCI WORLD ETF | 507,027 | $46.7M | 1.6% | $81.34 | +2.82% | 6 qtrssince 2019-Q1 | Increased 52 |
VISA INC-CLASS A SHARES | 228,444 | $44.1M | 1.5% | $151.21 | +22.09% | 6 qtrssince 2019-Q1 | Increased 48 |
META PLATFORMS INC-CLASS A | 179,880 | $40.8M | 1.4% | $169.49 | +29.28% | 6 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TOTAL BOND MARKET | 446,180 | $39.4M | 1.4% | $66.29 | +10.28% | 6 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 370,947 | $34.9M | 1.2% | $85.42 | -6.59% | 6 qtrssince 2019-Q1 | Increased 46 |
ALPHABET INC-CL A | 23,581 | $33.4M | 1.2% | $58.55 | +18.42% | 6 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 369,550 | $33M | 1.1% | $82.02 | -16.14% | 6 qtrssince 2019-Q1 | Increased 46 |
PROCTER & GAMBLE CO/THE | 262,507 | $31.4M | 1.1% | $89.07 | +14.52% | 6 qtrssince 2019-Q1 | Increased 47 |
ALIBABA GROUP HOLDING-SP ADR | 136,407 | $29.4M | 1.0% | $173.27 | +17.85% | 6 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 20,769 | $29.4M | 1.0% | $58.47 | +18.41% | 6 qtrssince 2019-Q1 | Decreased 0 |
WALT DISNEY CO/THE | 242,959 | $27.1M | 0.9% | $107.02 | +1.80% | 6 qtrssince 2019-Q1 | Increased 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd manages $2.9B across 709 positions as of Q2 2020. Top holdings: MSFT (4.7%), AAPL (4.5%), AMZN (2.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 57 new positions, 34 exits, 389 increased. Top move: VWOB (INCREASED, conviction 62). Portfolio: $2.9B across 709 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