Sumitomo Mitsui DS Asset Management Company, Ltd
Institutional investor · Portfolio as of Q2 2020
Top Holdings709 positions
Microsoft Corp. | 665,992 | $135.5M | 4.7% | $114.13 | +69.17% | 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% | $88.89 | +55.19% | 6 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | 827,752 | $64.4M | 2.2% | $54.00 | +2.77% | 6 qtrssince 2019-Q1 | Increased 62 |
VANGUARD CHARLOTTE FDS | 1.1M | $61.7M | 2.1% | $45.10 | +4.20% | 6 qtrssince 2019-Q1 | Decreased 0 |
Home Depot Inc. | 230,023 | $57.6M | 2.0% | $165.71 | +29.60% | 6 qtrssince 2019-Q1 | Increased 48 |
UnitedHealth Group Inc. | 181,391 | $53.5M | 1.8% | $219.27 | +20.65% | 6 qtrssince 2019-Q1 | Increased 49 |
Johnson & Johnson | 342,089 | $48.1M | 1.7% | $113.28 | +4.57% | 6 qtrssince 2019-Q1 | Increased 48 |
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | 465,735 | $47.1M | 1.6% | $70.57 | -1.80% | 5 qtrssince 2019-Q2 | Increased 56 |
ISHARES MSCI WORLD ETF | 507,027 | $46.7M | 1.6% | $80.89 | +3.70% | 6 qtrssince 2019-Q1 | Increased 52 |
Visa Inc | 228,444 | $44.1M | 1.5% | $151.21 | +22.09% | 6 qtrssince 2019-Q1 | Increased 48 |
Meta Platforms Inc | 179,880 | $40.8M | 1.4% | $169.24 | +32.90% | 6 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TOTAL BOND MARKET ETF | 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% | $84.41 | -5.31% | 6 qtrssince 2019-Q1 | Increased 46 |
Alphabet Inc. | 23,581 | $33.4M | 1.2% | $58.44 | +20.18% | 6 qtrssince 2019-Q1 | Decreased 0 |
Chevron Corp. | 369,550 | $33M | 1.1% | $82.02 | -16.14% | 6 qtrssince 2019-Q1 | Increased 46 |
The Procter & Gamble Co. | 262,507 | $31.4M | 1.1% | $89.07 | +14.52% | 6 qtrssince 2019-Q1 | Increased 47 |
ALIBABA GROUP HLDG LTD | 136,407 | $29.4M | 1.0% | $173.27 | +17.85% | 6 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 20,769 | $29.4M | 1.0% | $58.33 | +20.05% | 6 qtrssince 2019-Q1 | Decreased 0 |
DISNEY WALT CO | 242,959 | $27.1M | 0.9% | $105.61 | +2.37% | 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 Score: 3/5.0.
Active quarter - 57 new positions, 34 exits, 389 increased. Top move: VWOB (INCREASED, conviction 62). Portfolio: $2.9B across 709 positions.
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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
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