Sumitomo Mitsui DS Asset Management Company, Ltd
Institutional investor · Portfolio as of Q2 2022
Top Holdings760 positions
Microsoft Corp. | 714,637 | $183.5M | 4.4% | $132.35 | +87.40% | 14 qtrssince 2019-Q1 | Increased 59 |
Apple Inc. | 1.2M | $168.9M | 4.1% | $56.31 | +137.82% | 14 qtrssince 2019-Q1 | Increased 59 |
VANGUARD CHARLOTTE FDS | 2.7M | $132.9M | 3.2% | $45.12 | -6.28% | 14 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc. | 227,281 | $116.7M | 2.8% | $271.95 | +74.24% | 14 qtrssince 2019-Q1 | Increased 56 |
VANGUARD TOTAL BOND MARKET ETF | 1.1M | $83.5M | 2.0% | $68.63 | -5.14% | 14 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | 1.3M | $76.7M | 1.8% | $56.05 | -15.18% | 14 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MSCI WORLD ETF | 703,666 | $75.2M | 1.8% | $96.31 | +4.25% | 14 qtrssince 2019-Q1 | Increased 49 |
Home Depot Inc. | 272,971 | $74.9M | 1.8% | $188.16 | +30.54% | 14 qtrssince 2019-Q1 | Increased 50 |
Amazon.com, Inc. | 628,491 | $66.8M | 1.6% | $97.33 | +9.13% | 14 qtrssince 2019-Q1 | Increased 75 |
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | 719,575 | $65.3M | 1.6% | $74.19 | -8.11% | 13 qtrssince 2019-Q2 | Decreased 0 |
Chevron Corp. | 404,536 | $58.6M | 1.4% | $86.55 | +42.32% | 14 qtrssince 2019-Q1 | Increased 48 |
Visa Inc | 288,277 | $56.8M | 1.4% | $167.89 | +13.51% | 14 qtrssince 2019-Q1 | Increased 50 |
Alphabet Inc. | 25,452 | $55.5M | 1.3% | $63.49 | +70.01% | 14 qtrssince 2019-Q1 | Increased 48 |
Johnson & Johnson | 309,283 | $54.9M | 1.3% | $117.56 | +33.89% | 14 qtrssince 2019-Q1 | Increased 51 |
JPMorgan Chase & Co. | 457,454 | $51.5M | 1.2% | $91.34 | +10.92% | 14 qtrssince 2019-Q1 | Increased 49 |
Alphabet Inc. | 21,236 | $46.5M | 1.1% | $60.93 | +77.83% | 14 qtrssince 2019-Q1 | Increased 48 |
McDonald's Corp. | 182,730 | $45.1M | 1.1% | $176.71 | +26.43% | 14 qtrssince 2019-Q1 | Increased 50 |
The Procter & Gamble Co. | 301,613 | $43.4M | 1.0% | $98.34 | +30.82% | 14 qtrssince 2019-Q1 | Increased 50 |
Goldman Sachs Group, Inc. | 145,444 | $43.2M | 1.0% | $208.83 | +28.19% | 14 qtrssince 2019-Q1 | Increased 52 |
EXXON MOBIL CORP | 491,935 | $42.1M | 1.0% | $52.16 | +48.71% | 14 qtrssince 2019-Q1 | Increased 47 |
Sumitomo Mitsui DS Asset Management Company, Ltd manages $4.2B across 760 positions as of Q2 2022. Top holdings: MSFT (4.4%), AAPL (4.1%), BNDX (3.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 19 new positions, 30 exits, 529 increased. Top move: AMZN (INCREASED, conviction 75). Portfolio: $4.2B across 760 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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